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, March 22, 2018

ADVANCED CASE STUDY

Presenter: Crystal Thompkins, CAP, CSPG, Vice President and Director of Relationship Management, BNY Mellon Wealth Management Planned Giving Group
Session Title: Case Study in Understanding Charitable Gift Annuity Metrics and Insuring a Healthy CGA Program
Session Description:  To Be Announced  


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

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: Sister Christine Bowman, O.S.F., Director of Cathedral Relations, Cathedral of Our Lady of the Angels
Session Title: 
Bringing Life to a Gift Planning Program, Sharing Ideas and Solving Problems
Session Description:  
Join participants in discussing common issues, solving specific problems participants bring and sharing ideas. Great session for people who are relatively new to gift planning, do not work in an environment with gift planning colleagues ( or wear too many fundraising hats), or have a specific gift planning challenge that the group can discuss.   Participants will walk away with great tips and new networking colleagues.

MORNING PRESENTATION

Presenter: Hugh Ralston, Founder and CEO of LaurelOak Consulting, former community foundation CEO and private banker, and longstanding nonprofit board member
Session Title:  Our Gift is Their Gift: Our Role in Shaping Legacies That Matter
Session Description:  Bringing a unique perspective because of his varied roles in the nonprofit world, the speaker will highlight the opportunities for philanthropic gifts, the importance of legacies and how gift planning officers can sustain powerful relationships with donors in the midst of this transformative time. The changing expectations for institutional and private philanthropy, the drive for individual legacies and the lessons learned from building relationships with families, donors and partners will be explored.


AFTERNOON PRESENTATION

Presenters:  Crystal Thompkins, CAP, CSPG, Vice President and Director of Relationship Management, BNY Mellon Wealth Management Planned Giving Group       
Session Title: Donor Dreams, Investment Realities for Life Income Gifts
Session Description: 
Explore the common donor myths of planned gift investing and learn how to engage donors effectively to combat fears of market volatility or of loss of income streams.  Real life examples, role-playing and detailed presentation slides provide a dynamic attendee experience.

 


SPONSOR
March 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