NOVEMBER GENERAL MEETING

Thursday, November 19, 2020
9:00 a.m. - 11:15 a.m.

The Los Angeles Council of Charitable Gift Planners holds four General Meetings each year. Our General Meetings are like attending a one-day conference on gift planning. Attendees benefit from hearing three different presentations at either the beginner or advanced level. Come learn the latest concepts and techniques to help your donors or clients make planned gifts that meet their financial and philanthropic goals. Sessions include facilitated breakouts so you can engage with your fellow attendees!

Fees
Members: $35.00
Guests: $45.00


Morning Session

Presented by Patrick Schmitt, Co-CEO, FreeWill

QCDs: The fastest-growing gift of the 2020s

Starting in 2018, Qualified Charitable Distributions (QCDs) have seen explosive growth among older donors, and are poised to become a dominant form of giving in the coming decade.

This session will:

1. Help nonprofit leaders understand the macro-trends influencing the rise in this type of giving
2. Show original data from 200+ nonprofits to give insight into what’s happening at other organizations
3. Share best practices from the highest performing nonprofits in order to help the entire sector improve its marketing.

Patrick Schmitt, Co-CEO, FreeWill
Patrick is the co-founder of FreeWill, a social venture which has helped organizations raise nearly $2B in new planned gifts and qualified charitable distributions. Patrick and his co-founder Jenny were recently named two of the Top 50 Philanthropists in the World by Town & Country.

From 2009-2010, Patrick ran email fundraising for President Obama, where his team invented many of the existing best practices in digital fundraising. He served as Head of Innovation at Change.org, helping to grow that organization to 200 million members in just four years.

Patrick received his BS from Georgetown University and MBA from Stanford University.


Advanced Case Study

Presented by TBD

Session Title: TBD


Mini Round Table

Moderated by Jay Harvill

Session Title: TBD 

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 also served on the boards of Arcadia Rotary Club, San Gabriel Valley Habitat for Humanity, and as a member of the Fiduciary Round Table and the San Gabriel Valley Estate Planning Council. He particularly enjoyed joining Habitat on a mission trip to Nepal to build homes for the underprivileged in Pokhara. When not working, Jay enjoys peak bagging in the California mountains and woodworking in his man cave with his son, but his greatest joy is his faith and family. 


Details

When:
Thursday, November 19, 2020
9:00 am - 11:15 am 

How:
Zoom Webinar

Schedule:
9:00 am – 10:00 am, Morning Session
10:00 am - 10:15 am, Break
10:15 am - 11:15 am, Advanced Case Study
OR
10:15 am – 11:15 am, Mini-Roundtable
11:15 pm - Adjournment

Fee:
$35.00 Members
$45.00 Nonmembers 


This event is sponsored by the Los Angeles Council of Charitable Gift Planners, which is approved as a continuing education provider for CFRE, CPE, CSPG, and MCLE credit by the State of California. An application for continuing education credits for CFP® is submitted when the course content is within the CFP® Board guidelines.