These sessions are included with full conference registration, but can also be purchased separately (as a full set) – Members: $150 / Non-Members: $200

Wisdom Wednesday Session #1 | May 4 | 8:30 AM - 10:00 AM

The Benefits and Pitfalls of Gifts of Art

Joe Baratta, Bonhams
Cris Lutz, The Huntington Library, Art Collections, and Botanical Gardens
Elizabeth Bawden, Withers Bergman

Session Description 
Gifts of tangible personal property, such as artwork, rare books, and manuscripts, are often meaningful, enduring, and tax-efficient. Such gifts may also be more complicated than expected and require special consideration. Has the property been held long-term? Will the gift(s) be used in a manner related to the nonprofit institution's tax-exempt mission? Will the gift(s) be made during a donor's lifetime or by bequest? Join us for a lively conversation about fascinating gifts and lessons learned.

Wisdom Wednesday Session #2 | May 11 | 8:30 AM - 10:00 AM
Maximizing the Value of Matured Bequests and Using Existing Gifts to Create a Legacy of Giving

Shelley Hurwitz, Holland & Knight

Session Description
In this session, we discuss how to maximize the value of matured bequests and using existing gifts to create a legacy of giving.

Wisdom Wednesday Session #3 | May 18 | 8:30 AM - 10:00 AM
Private Label Donor Advised Funds

Carlos S. Byrne, CAP®, National Director, Donor Advised Fund Services, BNY Mellon Wealth Management

Session Description
Donor-Advised Funds (DAFs) have become one of the most popular vehicles utilized for philanthropic giving. Why is this occurring, and how can charities benefit from this mega-trend?  This session will explore answers to those questions through an in-depth discussion of the benefits and challenges of private label DAFs, sponsoring a DAF program, and donor stewardship.


The 2022 Conference will begin with a concurrent Primer and Masterclass, and then have three distinct tracks, each with five breakout sessions. There will also be a number of Keynote sessions throughout.

Click here for a downloadable pdf of the schedule.

Primer | Wednesday, May 25 | 2:00 PM - 5:00 PM
The Planned Giving Primer: A Window into the World of Gift Planning

Nancy Baxter, LA Philharmonic
Carí Jackson Lewis, Director of Development, Gift Planning, Loyola Marymount University, and Founder + Principal, California Philanthropic Consulting

A 2022 update for experienced charitable gift planners, and a back-to-basics overview for a newbie, this panel provides planners with the essential tools for crafting charitable gifts. Topics include the basics of bequest giving, life income gifts, gifts of appreciated assets, IRA rollovers as well as a look at moves management through the unique lens of planned giving.

Masterclass | Wednesday, May 25 | 2:00 PM - 5:00 PM
Giving in Diverse Communities: Case Studies and Shared Learnings

Dien Yuen, American College of Financial Services
Hali Lee, Radiant Strategies

The field of philanthropy advising is evolving faster than ever. That evolution has generated new knowledge and innovation while also revealing hazards and even harmful practices to avoid. Advisors are expected to be fluent in various philanthropic tools. Yet, few advisors have the confidence, competence, or cultural knowledge to engage with different cultures of giving across communities of color. Designed for the advanced practitioner, we dive into recent research on high net worth donors of color, explore the unique giving journey of diverse donors, the issues they support, and the role advisors play. We apply what we learn through interactive activities such as case studies and exercises.

Track 1: Competence

Breakout #1 | Thursday, May 26 | 10:15 AM - 11:30 AM
What if They Pass a Bill? How Future Tax Policy Might Impact Charitable Giving

Reynolds Cafferata, RHCC

2021 started with expectations of major tax law changes. It didn't happen, but the legislative proposals are out there. It's not unusual for a tax bill to fail before it succeeds. Donors will continue to have questions. This presentation will look at various proposals and how they might impact charitable giving. Learn what you need to inform donors during continued legislative uncertainty.

Breakout #2 | Thursday, May 26 | 2:00 PM - 3:15 PM
An Often-Overlooked Source of Support: Mission-Related and Program-Related Investments from Private Foundations

Jane Peebles, Karlin & Peebles, LLP

Explore potential new sources of funds to support your organization's mission. Mission-related investments (MRI) and program-related investments (PRI) from private foundations are a treasure trove for development professionals. If you have not been discussing these strategies with your donors, add them to your list. Private foundations generally make grants to public charities, but they are increasingly also making both MRIs and PRIs. Both are meant to create a positive social impact as well as some level of financial return for the non-profit making the grant/investment. Learn how they work and how they may be an exciting new source of funds for your organization.

Breakout #3 | Thursday, May 26 | 3:45 PM - 5:00 PM
Analyzing Gifts of Non-Liquid Assets

Jeffrey Davine, Mitchell, Silberberg & Knupp

Donors sometimes offer to contribute assets that are not readily marketable. These include assets such as stock of a closely held corporation, limited partnership interests, limited liability company membership interests and real property. Before accepting these types of gifts, it is important for gift planning professionals to understand the issues to be analyzed to ensure that the gift will be one that is beneficial to the charity and will not result in any "surprises" that could be detrimental to the charity either monetarily or from a reputation perspective. This presentation will assist in gift planning professionals in recognizing and analyzing the relevant issues.

Breakout #4 | Friday, May 27 | 8:30 AM - 9:45 AM
What Is New and Coming in the Charitable Trust World

Charles McLucas, Charitable Trust Administrators, Inc.

In this presentation, we will review the basic and six big decisions in establishing a Charitable Trust. A brief review of the cases and rulings of the past year and some tools and techniques for locating and assisting potential planned giving prospects. We will review proposed legislation to allow S-Corporation stock to be owned by CRTs and the ways around it until the new law passes.

Breakout #5 | Friday, May 27 | 10:00 AM - 11:15 AM
Charitable Pledges: How to Make them Work for Your Donors and Your Organization

Carol Bradford Worley, California Community Foundation
William Finestone, Blank Rome

A presentation on charitable pledges that will review how donors can make through various charitable vehicles; how charities can account for them; and when and how pledges are enforceable.

Track 2: Capacity

Breakout #1 | Thursday, May 26 | 10:15 AM - 11:30 AM
Best Practices for a Successful Charitable Gift Annuity Program

Lloyd Wong, Clifford Swan Investment Counselors 

Recognizing the unique benefits of charitable gift annuities to charities and donors, what are practical guidelines to establish a sustainable charitable gift annuity program and prudent practices to mitigate the inherent risks of these gift vehicles? Clifford Swan partner and investment counselor Lloyd Wong will briefly review the pros and cons of these gift vehicles to both donors and charities, and then share our best practice recommendations for a sustainable program so that these gifts can meaningfully support your organization. Lloyd will also comment on the influence of the investment environment on the relative attractiveness of charitable gift annuities to both parties, providing context to assist gift officers' conversations with donors.

Breakout #2 | Thursday, May 26 | 2:00 PM - 3:15 PM
The Great Wealth Loss: Learn How to Protect and Prepare

Chris Heldman, Legacy Leaders

The greatest transfer of wealth has begun, as over the current decade an estimated $9 trillion is being transferred from Boomers and their parents. But where is this money going? It's time to find out. During this presentation, Chris Heldman will discuss why and how the Intergenerational Wealth Transfer has the potential to massively disrupt current giving at the institutional level. But the time to prepare is limited. Without acting quickly, many organizations may be forced to shut down completely; however, we have used our unique perspective in the nonprofit sector to strategize easy to implement solutions. By using your existing data, strengthening your relationships, and efficiently allocating your resources, you can mitigate the negative impact of the Great Wealth Loss. Chris will walk you through each step, and if executed correctly, you can transform a loss of revenue into a profitable opportunity. The IWT presents a unique opportunity to elevate planned giving to a critical strategic initiative for every nonprofit. This presentation will provide the planned giving community with a powerful set of arguments to persuade leadership that resourcing planned giving is crucial to surviving the massive transformation that the IWT will impose on the nonprofit sector.

Breakout #3 | Thursday, May 26 | 3:45 PM - 5:00 PM
Marketing Funnels, KLT, and Fully Devoted Fans

Andy Ragone, Crescendo Interactive
Jill Rode, Music Academy of the West

By offering the right incentivizing messages at each phase of a donor’s journey, a marketing funnel empowers you to scale your processes while remaining personable and relevant each step of the way. In this session, Jill Rode from the Music Academy of the West and Andy Ragone will share both the theoretical and practical sides of creating, using, and fine-tuning their marketing funnels.

Breakout #4 | Friday, May 27 | 8:30 AM - 9:45 AM
A Practical Look at Assessing Your Gift Planning Program

Christopher Smith, CCS Fundraising
Anne Thomas, CCS Fundraising

Nonprofits requesting gifts of appreciated assets grow consistently and rapidly. With the Baby Boomer generation actively passing along their wealth, organizations have an estimated 10 years to institutionalize gift planning culture to maximize the peak of the wealth transfer. We would like to put forward a session exploring how nonprofits can strategically evaluate, grow, and shift fundraising efforts from a typical cash-only model to one which actively pursues non-cash assets and provide practical advice and guidance for organizations of all sizes and for professionals with varying levels of gift planning expertise.

Breakout #5 | Friday, May 27 | 10:00 AM - 11:15 AM
A Win-Win Situation: Charitable Beneficiaries Partnering With Fiduciaries

Katrina Pipasts, Northern Trust Company
Fred Weber, Northern Trust Company

This presentation will highlight strategies designed to help charities partner more effectively with the individuals and institutions responsible for the delivery of legacy gifts during life and at death. As trusted advisors, planned giving professionals are often in a position to educate their donors about the post-death administration process. The primary goal is to provide tips, tricks, and tools to help planned giving professionals deliver even more effective and enhanced legacy advice to their donors through effective partnerships with key outside professionals and other strategic partners. Thoughts and ideas on how to help the nonprofit community and their development or advancement staff articulate to their donors how beneficiary designations can support their charitable intentions, as well as the importance of selecting the right fiduciary to handle the post-death administration process will be discussed. The cornerstone of a successful planned giving program starts with a solid foundation of beneficiary designations and bequests, but it can also benefit greatly from an enhanced collaboration between and among other professionals who are providing legal and financial advice to donors. 

Track 3: Career & Connections

Breakout #1 | Thursday, May 26 | 10:15 AM - 11:30 AM
Many Will Start Fast, Few Will Finish Strong

Michael Wegge, Independent Capital Management

Retirement planning is a journey, never only a destination. Walk with me through stories, questions, and conversations that enable planned givers to shape the journey. With case studies and tips on retirement planning for Mid-range, HNW, and UHNW donors, our attendees will leave with actionable tips about:

  1. how to communicate with donors through storytelling and case studies to help educate them on the importance of retirement planning along with philanthropic planning, especially planned giving;
  2. how to work collaboratively with a donor's retirement advisors, wealth managers, estate planners, insurance brokers, and other trusted advisors to achieve all the financial and philanthropic donor's goals; and
  3. how to be culturally nimble and inclusive when having these courageous conversations.

Breakout #2 | Thursday, May 26 | 2:00 PM - 3:15 PM
Gifts of Complicated Assets

Linda Spuck, Linda Spuck Consulting
Helen Cheng, Withers Bergman

As any Gift Planning Officer will attest, great gifts often come with complications. Discover the potential to say yes to gifts of Encumbered Real Estate, LLCs, and more. Through case studies and technical tips, we'll discuss the pitfalls, liabilities, and opportunities of complicated assets so that you can find a way to accept the gift and minimize the challenges and risks to your organization.

Breakout #3 | Thursday, May 26 | 3:45 PM - 5:00 PM
Effective Gift Acceptance Policies and Procedures

David Wheeler Newman, Mitchell, Silberberg & Knupp

Well-considered gift acceptance policies, and effective procedures to implement those policies, can not only ensure that an organization's fundraising activities are consistent with the values and objectives of the organization, they can help prevent misunderstandings with donors, negative publicity and even litigation arising from the acceptance of problem gifts. This presentation will consider what things should, and what things should not, be included in a gift acceptance policy, and will suggest a process to develop policies and procedures tailored to a particular organization, its values, objectives, constituencies and circumstances.

Breakout #4 | Friday, May 27 | 8:30 AM - 9:45 AM
Perspectives on a Career in Philanthropy

William Littlejohn, The Foundations of Sharp HealthCare

With a career of more than 35 years, Bill Littlejohn will provide perspectives on a number of important elements that go into a philanthropy career:

  • The value of tenure
  • Collegial relationships and best practice sharing
  • Strategic institutional alignment of philanthropy and philanthropy as investment vs need
  • "Platforming Philanthropy" over time to elevate the production and sophistication of the fundraising program (i.e. the ability to solicit and accept complex gift arrangements)
  • Professional development of team members
  • Philanthropy in a New Era – E-Philanthropy, virtual work and engagement

Breakout #5 | Friday, May 27 | 10:00 AM - 11:15 AM
Life Insurance Settlements – An Additional Fundraising Opportunity

Lisa Rehburg, Rehburg Life Insurance Settlements

500,000 seniors a year will walk away from their life insurance policies, with little or nothing. Why? They no longer want, need or can afford the policy, and they do not know there is another option. A life insurance policy is an asset that your donor owns. As an asset, it can be sold for cash, yes, for more than cash value. Even term policies can be sold. The sale generates money for non-profits and a philanthropic opportunity for your donor, from an asset that they didn't know they had. Find out what life insurance settlements are, how they work, how much money a policy can bring, the laws and regulations behind them, the process, and more.

Track 4: Competence + Career & Connections

Breakout #2, Competence | Thursday, May 26 | 2:00 PM - 3:15 PM
Every Rose Has Its Thorn - Reframing Common Gift Acceptance Policies

Michael Davis, US Bank

Charities have a wide range of approaches to gift acceptance, an issue that involves both internal and external stakeholders. In this session, we will examine some of the most common clauses in Gift Acceptance Policies, like fund/naming minimums, the ability to serve as trustee of a CRT, CGA minimum/maximum funding amounts, noncash assets, etc. Each clause will be discussed in terms of its implications for fund development and organizational risk. There will also be short case study discussions on some of these gift acceptance clauses in order to uncover how they might encourage or discourage certain types of gifts. How does a gift acceptance policy balance organizational risk, administrative workload, and DEI? Do stated gift minimums discourage potential gifts or "raise sights?" How can gift acceptance policies support organizations that want to create more diverse and inclusive communities of donors? What is the role of a gift planner in communicating gift acceptance policies to donors and in presenting potential gifts to internal constituents? The session will include both presentation and discussion elements. Come prepared to discuss challenges you've encountered and creative solutions you've helped to craft!

Breakout #3, Competence | Thursday, May 26 | 3:45 PM - 5:00 PM
The Value of a Handraiser

Nathan Stelter, The Stelter Company
Brantley Boyett, Giving Docs

What is a hand-raiser worth to your organization? Prospects who have indicated an interest in planned giving (whether by requesting a brochure, responding to a survey, or contacting a gift officer with a question) are some of the best leads that gift officers can be spending their time with. Identifying these hand-raisers is a critical part of any moves management strategy so that gift officers can focus on closing more gifts. But does someone signifying intent also have a quantifiable value to the organization before a gift is closed? Do they donate or volunteer more than a typical donor, and are there other ways that they are providing greater support to your organization’s mission?

Breakout #4, Careers & Connections | Friday, May 27 | 8:30 AM - 9:45 AM
Driving Diversity in the Gift Planning Profession

Crystal Thompkins, BNY Mellon Wealth Management

While organizations are increasing their focus on diversity, equity, and inclusion (with outcomes still yet to be determined), the gift planning profession is still lacking diversity. This interactive session will include a discussion about:

  • an analysis of diversity data
  • why diversity is important to the future of gift planning
  • ways to move beyond recruitment to retention
  • actionable tools and tips to put into practice

The goal of this session is to promote diversity in the gift planning profession through candid and caring conversation and the sharing of ideas and perspectives.

Breakout #5, Competence | Friday, May 27 | 10:00 AM - 11:15 AM
Deciphering the Language of Charitable Remainder Trusts

Jean Y Kim, Merrill Private Wealth Management

Join us for an informative session that goes beyond the basics. We will not only review the basics of how Charitable Remainder Trusts (annuity and unitrust) work, but also review the alphabet soup of CRTs, including NICRUTs, NIMCRUTs, spigot CRTs, and so on, and their application in the real world.

Keynotes, Opening Remarks, and Closing Remarks

Keynote #1, Opening Remarks | Thursday, May 26 | 8:30 AM - 10:00 AM
The Philanthropy Apocalypse 

John Kobara, Random Acts of Progress

The confluence of change in the world has pushed philanthropy to rethink its directions and measures of success. While responding to the onslaught of needs and crises, many philanthropists, philanthropic executives, and philanthropic institutions have struggled to recalibrate their focus on their values, principles, moral compasses, and missions to maximize impact. These dramatic shifts are spurring new approaches and opportunities that are altering the assumptions and processes of giving and getting. Some of these transformational trends have been latent and emerging, some have been catalyzed by the events of the times, and still others are being led by a new generation of activist philanthropy. John will summarize his observations and recommendations to push the audience to see the extraordinary opportunities that the Philanthropy Apocalypse is revealing to build a more compassionate, joyful, and equitable world.

Keynote #2, Lunch | Thursday, May 26 | 11:45 AM - 1:45 PM
It's Not the Fruit, It's the Root: Getting to the Heart of Our Ethical Ills

Sean Carter, Mesa CLE

In this uniquely funny ethics seminar, Humorist at Law Sean Carter goes beyond the "dos" and "don'ts" of our respective canons of ethics to get to the heart of the matter -- the common mindsets that result in ethical violations in the first place. Furthermore, he will provide tips and insights on how to heal ourselves from these mindsets so that the ethical canons become guide posts and not obstacles in your drive to make an even greater impact for good as a gift planning professional.

Keynote #3, Closing Remarks | Friday, May 27 | 11:30 AM - 1:00 PM
The Role of JEDI Values in Transformational Giving

Daniel Sims, Daniel Sims Consulting Group

The social and emotional effects of the dual pandemics Covid-19 and fighting systemic racism have caused an increase of donors considering planned and legacy gifts. The fundraising officer's ability to work with donors to create a transformational legacy is more vital than ever. This presentation will introduce the concept of JEDI (Justice, Equity, Diversity, and Inclusion) strategies, their role in operationalizing justice in the nonprofit sector, and the importance of connecting philanthropic passion to transformational social change.

Additional Details

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 (for example, sponsors). 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. 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.

Mobile App Policy
As a knowledge-sharing community, the LACGP Mobile App has features that allow fellow meeting attendees to know and contact each other. By participating in certain LACGP events you grant LACGP the right to upload your name, company and company's primary address & phone number in your profile to the LACGP meeting App, which will be available to registered attendees only.

Continuing Education
The Los Angeles Council of Charitable Gift Planners is approved as a continuing education provider #3889 of MCLE credit by the State Bar of California and designates this activity for a maximum of 12.25 hours of credit. LACGP is also an approved provider of 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.

Continuing Professional Education (CPE) credits for CPAs through the California Board of Accountancy are self-reported and it is the obligation of each licensee to select a course of study consistent with the CBA requirements. 

Certified Specialist in Planned Giving (CSPG) continuing education credits for Planned Giving are self-reported and the appropriate attendance certificate will be provided after the event.