JOIN US FOR OUR NEXT VIRTUAL MINI ROUNDTABLE!

Issues Around Working with Boards and Executive Staff

Thursday, August 13, 2020
10:00 a.m. - 11:00 a.m.

At our General Meetings of the Los Angeles Council of Charitable Gift Planners, the Mini Roundtable session provides an opportunity for newer members of our field to brainstorm, network, and learn together with LACGP mentors and peers who seek a deeper understanding of gift planning. Participants are encouraged to bring a question so that the group, together, can generate an array of helpful answers. In this period of uncertainty, it seems this type of opportunity is more valuable than ever, so LACGP in partnership with the Mini Roundtable moderator, Jay Harvill, will be hosting a series of Virtual Mini Roundtable sessions.

Our Mini Roundtables are designed to be a dialog between seasoned professionals and those who are new to the field of gift planning or who have particular issues they are working through which the insight of peers can help them work through.

Virtual Mini Roundtable Topic for August 13: Access to board members and executive staff. How and when do you work within the system/company culture to establish those relationships?

In this session, we’ll be focusing on issues around working with boards and executive staff. What are strategies around navigating the system/company culture to establish relationships with leadership? What are ideas for engaging members of your planned & major gifts committees or executive staff? How do you communicate the value proposition of long-range benefits of gift planning? As always, should participants have any questions not related to the designated topic, we will allow time to help consult and discuss your question.

This session is a free resource to the gift planning community from LACGP.

It is our hope that the Virtual Mini Roundtable can become a weekly engagement point for members of LACGP while this country adapts to responding to COVID-19 and the changes to the way we work with donors. We hope you'll join us for this session and look forward to future topics.

Note, we will limit participation to the first 15 people to allow for a conversation to take place; in the event we have more registrants, we will open a second session for additional participants.

Continuing Education:
LACGP is accredited by the State Bar of California to provide Minimum California Legal Education (MCLE). Credit hours may be self-reported to the California Board of Accountancy (CBA) for Continuing Professional Education (CPE) credits. Certified Specialist in Planned Giving (CSPG) credit hours may be granted on a self-reporting basis. No continuing education points are available for this session for CFRE (Certified Fund Raising Executive) International.


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 served in various countries to build homes and playgrounds for the disenfranchised and their children through Habitat and Kids Around the World. When not working, Jay enjoys woodworking and spending time with his family, Joshua and Robin.


Upcoming Virtual Mini Roundtables

August 27: Asking for Gifts. When do you Ask for a Gift? The First Date, or When you Really Know them Better?

When do you ask for a gift? The first date, or when you really know them better? What makes a gift happen? Just your personal magic or the touch of many, many others?

In this session, we’ll be focusing on asking for gifts. When do you ask for a gift? The first date, or when you really know them better? What makes a gift happen – just your personal magic or the touch of many, many others? As always, should participants have any questions not related to the designated topic, we will allow time to help consult and discuss your question.