General Meetings

The Los Angeles Council of Charitable Gift Planners holds five General Meetings each year. Our General Meetings are similar to attending a one-day conference on gift planning. Attendees benefit from hearing three different presentations with the early morning presentation geared towards the attendees’ choice of either 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.

 

Thursday, November 15, 2018 


MINI-ROUND TABLE

THE MINI ROUND TABLE provides an opportunity to brainstorm, network and learn together with LACGP mentors and peers who seek a deeper understanding of the field. Bring a question and together we will generate an array of helpful answers.

Presenter: Jay Harvill, Director of Gift Planning, Methodist Hospital
Session Description:  
For November, we'll be focusing on (1) strategies for working with outside advisors, sharing both successes and failures, and (2) how we can each build our circles of influence to increase our effectiveness both within and beyond our organizations. Participants will walk away with great tips and new networking colleagues.



ADVANCED CASE STUDY

Presenter: Linda Mazur, Senior Director, The Pomona Plan of Pomona College
Session Title: Testamentary Life Income Gifts

Session Description: A real example of the good, the bad, and the ugly of life-income gifts funded through bequests or other estate planning techniques.
Linda Mazur directs the Pomona Plan, the life-income and legacy program of Pomona College.  She helps people receive secure retirement income in ways that are donor-centered and tax-advantaged.  Linda and her gift planning colleagues work closely with alumni, parents, and friends of the College to find customized solutions to their particular tax and financial needs and interests.  Well-known for the high payout rates and tax advantages of its charitable gift annuities, the Pomona Plan also offers and administers charitable remainder trusts.  Linda can help facilitate the funding of life-income gifts with cash, stocks and bonds, real estate, and other complex assets.  With a background as an estate planning attorney, Linda can also assist in the planning of legacy gifts to Pomona College.

Note: The Advanced Case Study is recommended for those with at least three years of experience in gift planning.

MORNING PRESENTATION

Presenter: Vince Fraumeni, Fraumeni Fundraising Consultants
Session Title:  What To Talk About After You've Said Hello

Session Description: Our technical expertise about gift planning make us a perfect resource for our donors and clients.  But how do we build relationships that create trust and understanding of donor needs and interests that allows philanthropic conversations to take place?  Vince will discuss strategies that enable gift officers and advisors to begin connecting meaningfully from the first meeting or call as well as how to build upon that foundation to help donors embrace creating their legacy. 

Vince Fraumeni has specialized in Planned Giving for over 25 years, helping organizations raise more than $55  million in planned and major gifts. He is a regular speaker at workshops, seminars, and conferences and is a founding faculty member of the American Institute for Philanthropic Studies (AIPS) where he teaches the course in marketing planned gifts. He is a former board member for NCPG and past president of PPP-LA. Vince began his professional career at Whittier College. Subsequently, he created award winning programs at Children's Hospital Los Angeles and Chapman University. His experiences include Planned Giving Director at the House Ear Institute, and Executive Director, Anaheim Memorial Medical Center Foundation. As a consultant Vince works closely with professional staff and volunteers to develop and implement programs that promote planned gifts, and assists with donor calls.


AFTERNOON PRESENTATION

Presenter:  Jim Normandin, Consultant, Charitable Gift Planning
Session Title: Real Estate Profits: A Matter of Timing and Technique

Session Description: For many, repositioning appreciated real estate assets, especially when another 1031 exchange appears impractical, is a tax dilemma. Further, providing for heirs through the estate plan presents challenges.  Introducing charitable alternatives to holders of appreciated real estate assets as part of the financial and legacy plan can make many individuals and families philanthropic and grateful to their team of planning professionals. 

Jim Normandin launched is own consulting practice in 2016 after spending 32 years with Memorial Medical Center Foundation, the last 10 years as President. He has extensive experience in the design, implementation and management of simple and complex charitable plans designed to meet the financial, estate and philanthropic goals and objectives of the client. His frequent seminars and speaking engagements to professional audiences have earned him a reputation as one of the leading specialists in the Charitable Gift and Tax Planning field. Jim counsel’s individuals and families and their advisers on the best method to optimize income, minimize taxation, facilitate meaningful wealth transfer and meet personal philanthropic objectives. For Non Profit Organizations he assists with the design, implementation and management of all aspects of a successful planned giving program.
 


 

November General Meeting Sponsor

 

 
 
 
Format Location

8:00 a.m.
8:30 a.m.

10:00 a.m.
11:15 a.m.
11:45 a.m.
12:15 p.m.
1:15 p.m.

 

Registration
Advanced Case Study & Mini-Round Table (Held Concurrently)
Morning Session
Coffee and Networking
Lunch
Afternoon Session
Adjournment

Hilton Los Angeles/Universal City
555 Universal Hollywood Drive
Universal City, CA 91608
818-506-2500

REMINDER: LACGP offers validated SELF parking only.  If you choose to use the hotel valet you will be charged the difference in price and will be asked to pay the valet directly.

Directions:  Click here

Cost

$75.00

 

Members with advance registration

$99.00

 

Nonmembers with advance registration

$105.00

 

Walk-in Registration

 
Continuing Education

The Los Angeles Council of Charitable Gift Planners is approved as a continuing education provider of MCLE credit by the State Bar of California; CPE continuing education credits for CPAs; CSPG continuing education credits for Planned Giving; CFRE continuing education credits for Fund Raising Executives. An application for continuing education credits for CFP® is submitted when the course content is within the CFP® Board guidelines. 

Cancellation Policy

Please note: Cancellations will be accepted until 48 hours prior to the event.  A $25 administrative fee will be imposed.  Cancellations received after the 48 hour deadline are non-refundable.

Speaker/Sponsor Opportunities

Qualified presenters are asked to contact Patience Boudreaux at [email protected] to discuss their presentation material. To discuss General Meeting sponsorship opportunities, please contact Grace Russak at [email protected]

To discuss General Meeting sponsorship opportunities, please contact Allyson Simpson, LACGP President at [email protected].

General Membership Meeting Sponsorship Opportunities:

The Los Angeles Council of Charitable Gift Planners has five membership meetings scheduled in 2018 (January, March, April, September & November).  The cost of sponsorship is $1,500 and a sponsor receives the following benefits:

  1. Recognized as a meeting sponsor on banner prominently displayed at all five meetings
  2. Recognized on podium sign at the sponsored meeting
  3. Recognized by name, logo and description of services in bulletin for sponsored meeting
  4. Recognition on LACGP web site page corresponding with sponsored meeting
  5. Opportunity to introduce both speakers at the sponsored meeting
  6. Opportunity to display materials at exhibit table at the sponsored meeting
  7. Free meeting registration for one sponsor representative at sponsored meeting