SEPTEMBER GENERAL MEETING

Save the Date!

Thursday, September 16, 2021
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
Non-Members: $45.00


Morning Session

Details TBD


Advanced Case Study

Details TBD


Mini Round Table

Topic TBD

Moderated by Jay Harvill

Jay A. Harvill
Director of Gift Planning, Methodist Hospital
Jay 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, September 16, 2021
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 Guests


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.

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.