A Conversation with our Resident Sage, Claudia Sangster

LACGP Webinar | December 16, 2021| 9:30 AM - 11:00 AM (PST)

Over the course of a gift planner's career, they will see a wild range of ideas from donors, clients, and advisors. Claudia Sangster has seen it all, and in this session, Jay Harvill will facilitate her sharing what she's learned from her career through both the fundraising and professional advisor perspectives. This session is designed for everyone in the LACGP professional community to benefit from the wisdom, humor, and insight Claudia and Jay have to offer.

Members: FREE | Non-Members: $15

SPEAKERS

Claudia B. Sangster
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.

Jay A. Harvill
Jay Harvill 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 time in the charitable field for the past 25 years. Jay is an active member of the Los Angeles Council of Charitable Gift Planners and has been since 1996. Jay served on its board, later as president, hosted its Advanced Case Study and currently is its moderator for the chapter’s Mini Round Table. Over the years, Jay continued to participate in various committees with both the Western Regional Planned Giving Conference and National Philanthropy Day. Jay has also served on the boards of Arcadia Rotary Club and San Gabriel Valley Habitat for Humanity. At the hospital, Jay serves as a member of the No One Dies Alone (NODA) and Clinical Pastoral Education programs. Jay graduated from Pepperdine University Seaver College and through today, continues to study finance, charitable planning, and legislative trends in order to best serve his organization and donor relationships. Jay and his family enjoy serving the needy in his local area as well as through mission trips abroad. On the weekends, you can find Jay catching up on books on American history, woodworking, or hiking the local San Gabriels. 

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.

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 and for 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 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.