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, September 20, 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: TBA
Session Title: 
TBA
Session Description:  
Join the speaker/ facilitator of the Mini Roundtable meant for people who may be new to gift planning or who may have a question or challenge that they would like to share with this brainstorming, networking and learning session involving LACGP mentors and peers.

ADVANCED CASE STUDY

Presenter: TBA
Session Title: TBA
Session Description: TBA

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

MORNING PRESENTATION

Presenters: TBA
Session Title: TBA
Session Description:

AFTERNOON PRESENTATION

Presenter:  TBA
Session Title: TBA
Session Description:  TBA

 

SPONSOR
September 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 Michael Andrulis at [email protected] to discuss their presentation material. 

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