Click here for information about the Wisdom Wednesday Zoom Sessions leading up to the 2022 Western Regional Planned Giving Conference!

Planned Giving Solutions in Family Dynamics:
Putting the ‘Fun’ (and Humor) into ‘Dysfunction’

LACGP Webinar | February 16, 2022 | 12:00 PM - 1:00 PM (PST)

In this reprise of a 2018 presentation, Cynthia Hizami, Aaron Levinson, and Francine Lis will role play in various scenarios where potential planned giving donors are speaking with a planned giving officer or an estate planning attorney. Various red flags in family dynamics will be raised. How many can you identify? Can you come up with creative solutions to these problems?

Members: FREE | Non-Members: $15

SPEAKERS

Aaron Levinson
Planned Giving Director, Los Angeles Jewish Home
Aaron Levinson currently serves as Planned Giving Director of the Los Angeles Jewish Home. Previously Aaron served five years as Executive Director of The Executives, a fund-raising support group of the Jewish Home. Prior to joining the Jewish Home, Aaron served as Executive Director of Shomrei Torah Synagogue, a conservative Jewish synagogue of more than 550 family members in West Hills. Aaron also spent seven years at the Anti-Defamation League in a variety of positions, including as Interim Regional Director. Aaron holds a Bachelor’s Degree in Judaic Studies from the University of California at San Diego as well as a Master’s Degree in Jewish Nonprofit Management from Hebrew Union College and a Master’s Degree in Public Administration from the University of Southern California. He was bestowed an honorary doctorate in Jewish Nonprofit Management from Hebrew Union College in 2020. Aaron is a Certified Specialist in Planned Giving and is a past president of Los Angeles Council of Charitable Gift Planners.

Cynthia Hizami, JD
Director of Planned Giving, West Coast Jewish National Fund
Cynthia Hizami is the Director of Planned Giving for the West Coast for Jewish National Fund, a non-profit which raises money in America for programs, projects and infrastructure in Israel. Over the course of her career, she has practiced as an attorney in many areas, including: estate and tax planning, business litigation, and civil litigation. Cynthia received her B.A. at Tulane University and her J.D. from Tulane Law School.

Francine Lis
Development Director, American Jewish Committee
Francine is the Development Director at the American Jewish Committee. Prior to joining AJC in March 2020, she served as Director of Planned Giving, Legacy and Endowments for the Anti-Defamation League in the Pacific Southwest Region; the Director of Annual Giving for USC Law; and Director of Development for Jewish Big Brothers Big Sisters. She is currently pursuing a certified specialist in planned giving certificate through the American Institute for Philanthropic Studies at Cal State Long Beach. Francine received her Bachelor of Arts degree from UCLA and earned a certificate in Corporate Community Involvement from Boston College. Francine is a native Los Angelino, has a son and daughter and an adorable Pomeranian.

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 continuing education provider #3889 of MCLE credit by the State Bar of California and is offering one hour of MCLE credit for this activity. LACGP is also a 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 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.