March 21, 2024, 8:30 am - 11:15 am

Braille Institute of America, Weingart Center
741 N. Vermont Avenue, Los Angeles, CA 90029

The Southern California Council of Charitable Gift Planners holds four General Meetings each year which are like attending a half-day conference on gift planning. Attendees benefit from hearing two different presentations. Come learn the latest concepts and techniques to help your donors or clients make planned gifts that meet their financial and philanthropic goals. Sessions may include facilitated breakouts so you can engage with your fellow attendees.

Members: $75 | Non-Members: $90

MEMBERS - Register up to THREE guests to accompany you for an additional $25 each!

Contact us at [email protected] for details.



Thank you to the Braille Institute for hosting this event. We appreciate your generosity!


 Session Details

9 AM - 10 AM: The Educated Donor: How to Talk to Donors About Their Giving Capacity

This presentation is intended to help nonprofit professionals bridge a gap in communication that can exist between a nonprofit and a donor when donors' expectations of what a donation looks like are limited due to habit or limited knowledge. For donors who are committed to meaningful philanthropy at the organizations they support, this presentation offers a tangible view into how a donor would assess their giving capacity based on the surplus of assets available to them after their other lifetime financial objectives have been considered. The takeaway is to help nonprofit professionals leverage the "insider's" view of a donor's giving capacity in a way that expands the conversation with donors to include a wider range of possible gifts that are meaningful to the donor and the nonprofit.

10:15 AM - 11:15 AMEmpowering Inclusive Planned Giving: Decoding DEI Principles, Overcoming Barriers, and Shaping a Future of Authentic Engagement

Enhance the inclusivity of your planned giving program with this insightful presentation. While non-profits have made strides in understanding Diversity, Equity, and Inclusion (DEI) principles, the realm of planned giving remains in its nascent stages of incorporating these values. Uncover the reasons behind the underrepresentation of communities of color in planned giving and explore a comprehensive, long-term strategy to foster inclusivity within the sector.

Meet the Speakers

The Educated Donor: How to Talk to Donors About Their Giving Capacity

Yelena Vayner, Senior Vice President, Private Wealth Advisor, Capital Group Private Client Services

To learn more about Yelena, click here.

Jeffrey Ruderman, Senior Vice President/Wealth Strategist, Capital Group Private Client Services

To learn more about Jeffrey, click here.

Empowering Inclusive Planned Giving: Decoding DEI Principles, Overcoming Barriers, and Shaping a Future of Authentic Engagement

Jade Bristol serves as the Chief Development Officer at Giving Docs, collaborating with planned giving professionals nationwide to optimize their outcomes through the strategic implementation of Giving Docs' advanced online estate planning tools. With a background as a former Trusts & Estates attorney, Jade boasts over 15 years of experience within the nonprofit sector, where she held leadership roles in planned giving departments at distinguished organizations such as the Human Rights Campaign and Muscular Dystrophy Association.

In addition to her professional commitments, Jade is also the President of the National Capital Gift Planning Council in Washington D.C. She has co-authored research exploring the intersection between Diversity, Equity, and Inclusion (DEI) initiatives and their impact on planned giving, and she currently serves on the DEI committee of the National Association of Charitable Gift Planners. Jade is a cum laude graduate of Georgetown University Law Center where her studies emphasized tax law. Her commitment to continuous learning aligns seamlessly with her dedication to navigating the intricate landscape of planned giving.


When & Where

Thursday, March 21, 2024
8:30 AM - 11:15 AM 

Braille Institute of America
Weingart Center
741 N. Vermont Avenue
Los Angeles, CA 90029

If you are driving, the entrance to the Institute is located on North New Hampshire. Take the public elevator to the first floor, check in at the front desk and the person at the desk will direct you to a second building where the Weingart Center is located (cross the courtyard to the lobby). Free parking is available.

If you are taking public transportation or walking, please use the Institute’s entrance on North Vermont Ave. This entrance opens at 8 am.


8:30 am – 9:00 am Breakfast
9:00 am – 10:00 am, The Educated Donor: How to Talk to Donors About Their Giving Capacity
10:00 am - 10:15 am, Break
10:15 am - 11:15 am, Empowering Inclusive Planned Giving: Decoding DEI Principles, Overcoming Barriers, and Shaping a Future of Authentic Engagement
11:15 pm - Adjournment

Members: $75
Non-Members: $90


Cancellation Policy
SoCalCGP 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].

SoCalCGP reserves the right to change speakers and/or cancel an event due to unforeseen circumstances without penalty. The total amount of any liability of SoCalCGP will be limited to a refund of the attendee’s registration fee.

Consent Clause

Photo Release
Registration and attendance at, or participation in, SoCalCGP meetings and other activities constitute 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 SoCalCGP 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
SoCalCGP will provide attendee contact information and email addresses to program partners and exhibitors of certain SoCalCGP 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. SoCalCGP does not sell attendee information. For those SoCalCGP events with program sponsors, you will have the option during registration to choose whether you wish to receive notifications and opportunities from the program sponsors via email or mail.

Continuing Education

SoCalCGP is approved as continuing education provider #3889 of MCLE credit by the State Bar of California and designated this activity for a maximum of 2.0 hours of credit. SoCalGP is also approved for CFRE continuing education credits. Full participation in the General Meeting is applicable for 2.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

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.