SEPTEMBER GENERAL MEETING

Thursday, September 17, 2020
9:00 a.m. - 11:15 a.m.

The Los Angeles Council of Charitable Gift Planners holds four General Meetings each year. Our General Meetings are like attending a one-day conference on gift planning. Attendees benefit from hearing three different presentations at either the beginner or advanced level. Come learn the latest concepts and techniques to help your donors or clients make planned gifts that meet their financial and philanthropic goals. Sessions include facilitated breakouts so you can engage with your fellow attendees!

 


THANK YOU TO OUR SPONSOR


Morning Session

Presented by Kathy Anderson

Philanthropy Management in Perpetuity:
Community Foundation Tools for Estate Planning

Gift planning is a team sport and that's never been clearer than as we all enter a period where our work with donors and clients goes virtual. As we all adjust to the new normal post-pandemic, it will be vital for gift planners to consider how we can best partner with others within the philanthropic space who may already have strong relationships with our donors/clients, from CPAs and attorneys to fundraisers and charitable partners like community foundations.

This session is an introduction to community foundations and explores the options available for charitable wealth planning, including donor-advised funds and other charitable fund structures for giving as a financial expression of your values. 

Kathy Anderson 
As President and Executive Director, Kathy brings a wealth of experience as a corporate and nonprofit leader to the Catholic Community Foundation of Los Angeles. She was Executive Director of the Catholic Education Foundation of Los Angeles for nine years, where she was responsible for funding an important Catholic-school tuition program at the Archdiocese of Los Angeles for students living below the poverty line. Preceding that, she was CEO and President of Lockheed Martin Finance Corporation following a career in international and corporate banking.

At CCF-LA, Kathy is responsible for development and program administration, leading a team passionate about the foundation's mission to offer professional philanthropy management services and education to the community. She is responsible to the Board of Directors.

Kathy is a graduate of Santa Clara University and serves as an emeritus regent after 12 years on the Board of Regents and is currently on SCU's advisory board for the Markkula Center for Applied Ethics. She and her husband, Howard, live in Glendale and have two adult sons with families. 


Advanced Case Study

Presented by Kimberly Jetton

Vulnerable Nonagenarians, Case Studies of Fragile Donors

Why do donors in their late 80’s and 90s or those who are ill need special care and attention? What missteps can cause you to lose a gift? What if the donor is calling you from a hospital bed? We will delve into 2 case studies that have no easy answers. You decide your path with the donors and see if you make the right choice. Will you help the donor give her Beverly Hills home to your organization, or will the gift be lost? Find out if you have what it takes to be a closer!

Kimberly Jetton
Kimberly Jetton serves as the Director of Planned Giving for the Archdiocese of Los Angeles, which is the largest archdiocese in the U.S., and the 4th largest in the world. She has over 20 years of experience in advancement, with a concentration on planned gifts. Kimberly and her team have developed the flagship planned giving program for dioceses across the country and has secured close to $100 million in planned gifts for parishes, schools and ministries. 

Kimberly is a Certified Fundraising Executive (CFRE), holds a Master of Nonprofit Management from Regis University and a B.A. from the University of Arizona. In addition to her position at the Archdiocese, she is an extension faculty member at Loyola Marymount University, a faculty member for the National Catholic Planned Giving Conference and serves in a variety of leadership and board positions in support of non-profits.


Mini Round Table

Moderated by Jay Harvill, featuring guest speaker Terry Green

Donor Lessons from a Gift Planner

Over the years, we learn to be better at what we do through our experiences with donors – our mistakes and memorable successes get added to our basket of wisdom. In this mini round table, we’ll explore lessons we learn from our donor experiences including:

  • How can early donor experiences better prepare you in your approach today?
  • Does a gift always have to be solicited and are there other approaches to get a more impactful gift?
  • Exploring the value of the little things we do. Are we overlooking them as powerful tools?
  • What is the fine line between persistence and nagging when asking for a gift?
  • Is it safe to think outside the box when the ‘old tried and true’ may work?... How far will you or your organization go to secure a gift?
  • Really, how long will it take to secure a transformational gift…three days or 24 years?

We’ll welcome veteran fundraiser, Terry Green, of Children’s Hospital Los Angeles, to share the stories that generated these questions above and have led him to become a better gift planner. He’ll share illustrations that can help us fill our basket with skills and approaches to make us more effective in our roles. As always, this is our time for conversation and dialog. Maybe a story will remind you of what you have learned from working with donors, which we hope you’ll share during this session.

Jay A. Harvill
Director of Gift Planning, Methodist Hospital
Jay is the director of gift planning at Methodist Hospital Foundation and has been leading the organization's gift and estates program since 2005. He came to the non-profit world from a career in banking and has been enjoying his service in the charitable field for the past 20 years. Prior to his current role, Jay was director of gift planning at Braille Institute, where he served for seven years. Jay has been an active member with PPP-LA since 1996. Jay has served on the board, and later as president. Over the years, Jay continued to participate in his field through various committees in both the Western Regional Planned Giving Conference and National Philanthropy Day. Jay has also served on the boards of Arcadia Rotary Club, San Gabriel Valley Habitat for Humanity, and as a member of the Fiduciary Round Table and the San Gabriel Valley Estate Planning Council. He particularly enjoyed joining Habitat on a mission trip to Nepal to build homes for the underprivileged in Pokhara. When not working, Jay enjoys peak bagging in the California mountains and woodworking in his man cave with his son, but his greatest joy is his faith and family. 

Terry Green
Associate Senior Vice President of Development at CHLA
Terry spent 13 years at CHLA and then left to lead the Palomar Health Foundation in Escondido, California. Terry returned to CHLA in 2011. Terry was previously the Director of Development for the Catholic Diocese of San Diego. He also served as Vice President of St. Mary’s Hospital in Grand Rapids, Mich., and held various roles with St. Mary’s College, Notre Dame, Indiana University and Aquinas College in Grand Rapids, Mich., where he received his bachelor’s and master’s degrees. Terry was President of his own fundraising consulting company for eight years before relocating to Southern California. He and his wife, Mary Lou, a retired language teacher, have three children and two incredible grandchildren. 


Details

When:
Thursday, September 17, 2020
9:00 am - 11:15 am 

How:
Zoom Webinar

Schedule:
9:00 am – 10:00 am, Morning Session
10:00 am - 10:15 am, Break
10:15 am - 11:15 am, Advanced Case Study
OR
10:15 am – 11:15 am, Mini-Roundtable
11:15 pm - Adjournment

Fee:
$35.00 Members
$45.00 Nonmembers 


This event is sponsored by the Los Angeles Council of Charitable Gift Planners, which is approved as a continuing education provider for CFRE, CPE, CSPG, and MCLE credit by the State of California. An application for continuing education credits for CFP® is submitted when the course content is within the CFP® Board guidelines.