SEPTEMBER VIRTUAL GENERAL MEETING

Wednesday, September 15, 2021
Zoom Webinar
9:00 AM - 11:15 AM

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

Fishing with Spears vs. Fishing with Nets:
How to Leverage Your Organization's "Other" Data to Identify Your Top Prospects

Planned giving officers are well versed in the numbers of planned giving. We know that women are more likely than men to make a planned gift. We also know that prospects without children give more and give more often. But numbers have a limit - we are fishing for leads and seeing what comes out in the net. 

But what if there were another, additional way of identifying your best prospects, but instead, you were fishing for prospects that already raised their hand and said, "Yes! I am interested in an estate gift!" And what if I told you that your development staff - past and present - already told you who they are?  

At the University of Dayton, and at my former employer, Miami University, we developed data tools that helped us search old call reports for key-phrase indicators of prior planned gift conversations. From there, we developed a fresh pipeline of several hundred donors who had already told us that they were interested in a planned gift. And, by fishing with spears, rather than nets, we were able to greatly increase our productivity and conversations about planned gifts.

And our data models didn't stop there! As we've built become better masters of our data tools, we have been able to uncover other information about our donors that was not in the actual database, but that the donor had told someone on our staff at some point. For instance, we've been able to identify donors who have previously told us that they do not have children and have also found donors who have told us that they are interested in supporting very specific programs or initiatives.

In this presentation, I hope to share the power that these data tools have provided and how we have utilized them to supplement our understanding of who our best-planned giving prospects are.

Matt Borden
Director of Gift Planning, University of Dayton

Matt Borden currently serves as the Director of Gift Planning at the University of Dayton. He previously served as the Associate Director of Gift Planning at Miami University in Oxford, Ohio. Matt is a triple-Buckeye, having earned his J.D., M.P.A., and B.A. from The Ohio State University.


Advanced Case Study

Help Donors/Clients Benefit from Immediate Tax Savings For Their Future Annual Gifts - Meet the iCLAT

While "reversionary" Charitable Lead Trusts (or iCLATs) have been around for 40+ years, they are still relatively unknown in the charitable giving world. At best, most professionals simply think they are the same at traditional CLTs. As a result, they simply assume that iCLATs pose the same complexity, donor planning complications, and "allied professional hurdles" for completion. NOTHING COULD BE FURTHER FROM THE TRUTH. iCLATs are simple charitable giving tools in comparison to CRT's and other charitable giving tools. iCLATs provide for IMMEDIATE income tax savings for future annual gifts, that is their SOLE purpose, they have nothing to do with saving estate taxes or estate planning. The current income tax and estate tax environment, coupled with the continuing historically low IRS 7520 rate, make iCLATs a compelling tool for annual givers (both current and prospective) to consider.

All attendees will leave having a solid foundational understanding of this too-often ignored tool - and will have "a new arrow in their charitable giving quiver" to add value to their donors or clients.

Brad Gornto, Esq., LL.M
President & Founder of iCLAT Solutions, LLC, Gornto Law, PLLC, & Effectual Giving, LLC

Brad Gornto has practiced law in Florida for over 20 years. Throughout his entire legal career, Brad has practiced in the areas of estate planning, probate & trust administration, charitable planning, business law, commercial transactions and taxation for high-net-worth families, business owners, business entities, fiduciaries, philanthropists and non-profit organizations.

Brad earned his undergraduate degree (marketing) from Florida State University in 1995, his law degree (J.D.) from the University of Florida College of Law in 1998, and his master’s in taxation (LL.M.) from the University of Miami School of Law in 2000.

In addition to his successful law practice, Brad is also the Founder and President of a separate charitable planned giving consulting firm, Effectual Giving, LLC. Effectual Giving provides "out-sourced" professional planned giving consulting services to universities, Christian faith-based ministries, national & regional charities, as well as to philanthropic families, professional athletes & public figures.

Brad is actively involved in his local church (Gracelife Beachside Church) as both a Deacon and an Elder-Candidate. Brad is happily married to his wife of 20 years, Cindy, and together they are raising their 4 children, Bryce, Owen, Joel & Daisy Grace.


Mini Round Table

Mentorship

Moderated by Jay Harvill

In this mini round table session, we'll discuss Mentorship. So you’ve been involved in planned giving for a short time, just getting your feet wet, or have cannonballed-in to the life of a PG officer. Now what? Read all the books, go to all the “how-to” seminars, place a guide to planned giving under your pillow and learn by osmosis. Is that it? Not quite. Now it’s time to build a support network around you. And you start first with a mentor. Do I need one?

On the flip side, for those who’ve earned your stripes in the field, you likely have a library full of interesting triumphant experiences (and scars) that have made you the wise PG expert you are today. So, how do you pass on the wisdom? Be a mentor. Can you be one, and what can you share? Jay Harvill will be joined by Tanya Lopez, Mentorship Co-Chair of LACGP - they promise lots of dialog, lots of ideas, and a bit of fun, too. 

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 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.

Tanya Lopez
Director of Planned Giving, Cedars-Sinai
Tanya Lopez serves as the Director of Planned Giving for Cedars-Sinai Health System, where she oversees all facets of their planned giving program. She started her fundraising career in the political arena before transitioning to planned giving and has raised philanthropic support for non-profits in higher education and healthcare for more than 15 years, most of which has been in the field of planned giving. Tanya received her B.A. from the University of Houston and her J.D. from the University of Oklahoma. 


Details

When:
Wednesday, September 15, 2021
9:00 AM - 11:15 AM 

How:
Zoom Webinar

Schedule:
9:00 - 10:00, Morning Session
10:00 - 10:15, Networking Break
10:15 - 11:15, Advanced Case Study OR Mini-Roundtable

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.