PG 101: The Fundamentals of Gift Planning

Thursday, February 25, and Friday, February 26, 2021
9:00 a.m. - 12:00 p.m. (both days)

Invest in your professional development and value. Strengthen your practical knowledge and planned giving skill set at this “roll up your sleeves,” hands-on workshop. Join highly regarded instructors for two workshops focused on providing you with valuable knowledge that can be immediately applied in your daily work. This session will increase your capacity to advise donors on basic and more complex gift planning topics and opportunities.

Members: $50
Non-Members: $75

COURSE OUTCOMES:

  • Provides an understanding of planned giving fundamentals
  • Familiarity with the income, estate and gift tax structures that affect gift-giving and the transfer of wealth
  • Explores outright and deferred methods of charitable giving
  • Provides an overview of charitable gift substantiation rules for maximum tax benefits
  • Suggestions for planned giving in economically challenging times

WHO SHOULD ATTEND?

  • Anyone new to the field of planned giving who desires a solid, basic foundation in the planned giving fundamentals
  • Experienced planned giving professionals who want an up-to-date refresher on those important planned giving basics

SPEAKERS

Steven J. Chidester is a partner in the private client and tax team at the international law firm, Withers, and is based in the firm’s Rancho Santa Fe office. He focuses his practice on estate planning, trust and estate administration, charitable giving and representing tax-exempt organizations. He has designed and used computer modeling to show the economic consequences of various estate planning and charitable giving techniques. He is also experienced in the area of executive compensation, focusing on compensation and intermediate sanctions issues for tax-exempt organizations. Steve has represented exempt organizations in IRS audits, in civil and probate court, and before state Attorneys General.

Steve is recognized as one of San Diego’s Top Lawyers 2020 in Charities & Nonprofit by San Diego Magazine. He also has been recognized as a Super Lawyer since 2013, Best Lawyers in America® since 2011 for Non-Profit Charities Law and Trusts and Estates, and has achieved a Martindale-Hubbell® AV Rating and a First Distinguished Service Award - Partnership for Philanthropic Planning of Greater Los Angeles - Annual Western Regional Planning Giving Conference 2012.  He earned a BA from Brigham Young University, cum laude, and a JD from Brigham Young University – J. Reuben Clark Law School, magna cum laude, Order of the Coif. 

Claudia B. Sangster is the former Senior Vice President and Director of Family Education and Governance in Wealth Management at the Northern Trust Company. In this role she designed the firm's advisory capabilities in financial education, family decision-making, and relationships around money and wealth.  Retiring from Northern Trust in September of 2019, Claudia now consults with families to create their legacy of wisdom, wealth and giving through multiple generations.

Claudia has over 35 years of experience in advising individuals and families in complex estate planning, financial education, family governance and philanthropy. Prior to joining Northern Trust, Claudia was with CTC | myCFO, where she served as the Director of Philanthropy, Estate and Trust Services. She was also instrumental in establishing the Harris myCFO Foundation, and its successor, the BMO Charitable Fund Program, a donor-advised fund sponsored by the National Philanthropic Trust for clients seeking a simple, tax efficient vehicle for their philanthropic giving. 


Cancellation Policy:
LACGP regrets that refunds will not be given for no-shows. A refund of full registration is permitted prior to an event by submitting a written request to [email protected]

LACGP reserves the right to change speakers and/or cancel an event due to unforeseen circumstances without penalty. The total amount of any liability of LACGP will be limited to a refund of the attendee’s registration fee.

Additional Virtual Event Provisions:
If a technical failure at the attendee’s home or workplace prevents access to the virtual event, the attendee will not be given a refund. It is the responsibility of the attendee to confirm system requirements and test their computers prior to the start of the virtual event. However, if a technical failure is the fault of the service provider and the virtual event is cancelled, a full refund will be provided.

If you are unable to attend the virtual event, information on how to access program recordings, where available, materials and features of the virtual event will be provided to all registered persons. Registrants who fail to attend the event, in part or in whole, are not eligible for a refund or credit and will be billed for any balance due.

Consent Clause

Photo Release:
Registration and attendance at, or participation in, LACGP meetings and other activities constitutes an agreement by the registrant to the use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videos, electronic reproductions, and recordings of such events and activities by LACGP and other third parties, including but not limited to the venue, sponsors, and destination organizations (i.e. CVBs). Your registration may include technology that monitors your activities throughout the meeting, such as session attendance.

Email/Mail Release:
LACGP will provide attendee contact information and email addresses to program partners and exhibitors of certain LACGP events. The information provided to program partners and exhibitors will only be used to inform the attendee of promotions and networking opportunities with the program partners and exhibitors at the event. Attendee information is never given to any other parties. LACGP does not sell attendee information. For those LACGP events with program partners/exhibitors you will have the option during registration to choose whether you wish to receive notifications and opportunities from the program partners/exhibitors via email or mail.