*THE MARCH GENERAL MEETING HAS BEEN CANCELED*

General Meetings

The Los Angeles Council of Charitable Gift Planners holds five General Meetings each year. Our General Meetings are similar to attending a one-day conference on gift planning. Attendees benefit from hearing three different presentations with the early morning presentation geared towards the attendees’ choice of either 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.

Date Thursday, March 19, 2020
Time 8:00 am - 1:15 pm
Location

Hilton Los Angeles/Universal City
555 Universal Hollywood Drive
Universal City, CA 91608
818-506-2500

REMINDER: LACGP offers validated SELF-parking only.  If you choose to use the hotel valet you will be charged the difference in price and will be asked to pay the valet directly.

Click here for directions

General Meeting Agenda

8:00 a.m.     Registration

8:30 a.m.     Advanced Case Study & Mini-Round Table
                  (Held Concurrently)

10:00 a.m.   Morning Session

11:15 a.m.   Coffee and Networking

11:45 a.m.   Lunch

12:15 p.m.   Afternoon Session

1:15 p.m.    Adjournment


Advanced Case Study

Presenter: T. Matthew Hansen
Session Title: Unlikely Donors and Surprise Legacy Gifts

Session Description: These donors do not come up the stereotypical pyramid, and surprise us with their amazing generosity. I will share information on the most significant demographic in Los Angeles that gets overlooked but leaves the most in planned gifts. This presentation will also address case studies of significant legacy gifts secured from other unexpected donors and how you can view every donor as a major donor. 

T. Matthew Hansen
Matthew is a senior associate in our private client and tax team.

His practice is focused on estate planning, charitable planning, closely held business planning, trusts and probate administration, and conservatorships for US and international individuals and families. Matthew works with clients to structure and execute estate plans aimed at creating and funding clients’ legacies and protecting their loved ones for years to come. He also advises clients in Mexico and other international jurisdictions on their US assets.

Matthew’s experience includes preparing estate plans with significant charitable components. Regarding probate administration, he has probated a number of complicated estates, including estates requiring ancillary probates related to inherited oil and mineral rights, the estate of a Mexican film actress requiring distributions to heirs in multiple jurisdictions, and an estate with over 40 interstate heirs. He also has experience in trust, estate and inheritance disputes including defending and contesting wills and trusts, claims relating to competency and undue influence, and other family discord, and has developed significant skills in anticipating and avoiding issues that can create conflicts when plans are administered. Further, he has extensive experience serving corporate and public entity clients in a wide variety of business disputes.

Matthew is active in his community, serving on as Co-Chair of the Boards of Directors of Catholic Big Brothers Big Sisters of Greater Los Angeles County, member of the Planned Giving Board of the Archdiocese of Los Angeles, Advisory Board member of the Catholic Community Foundation of Los Angeles, and Advisor to the Planned Giving Committee of the Sisters Servants of Mary Guild, Chair of the Board of the Civic Engagement Committee and member of the Board of Governors of the City Club Los Angeles. He is also an active member of the American Bar Association, having served as Editor of the Year in Review for its Mexico Committee. He also sits on both the International Committee and the Steering Committee for the International Section of the American Bar Association.

Mini Round Table

The Mini Round Table provides an opportunity to brainstorm, network and learn together with LACGP mentors and peers who seek a deeper understanding of the field. Bring a question and together we will generate an array of helpful answers.

Moderator: Jay Harvill, Methodist Hospital
Guest: Terry Green, CHLA
Session Description: When was the last time you got a chance to sit down, simply have an informal conversation with a leader in our gift planning industry and soak in their wisdom? What questions would you ask them? What was their greatest success, worst foible, and how did they get back up to try, try again? What drives them? How do they stay on purpose with so many distractions competing for their attention? Are the techniques for fundraising the same as they ever were, or is it a new world, with new rules, out there for tomorrow?

At our next gathering, we welcome Terry Green as our guest. Terry is Associate Senior Vice President of Development at Children’s Hospital Los Angeles (CHLA) and has been an integral part of the hospital’s fundraising success over the years. I hope you will join us once again for an hour of learning, sharing and good conversation.

The purpose of the mini roundtable is to provide an opportunity to ask questions, share experiences, and learn from each other in an informal setting. Bring your coffee and be ready to engage with a group of amazing people.

Jay A. Harvill
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.

Terry Green
Terry Green is Associate Senior Vice President of Development at CHLA.  He spent 13 years at CHLA and then left to lead the Palomar Health Foundation in Escondido, California. Terry returned to CHLA in 2011. Terry was previously the Director of Development for the Catholic Diocese of San Diego. He also served as Vice President of St. Mary’s Hospital in Grand Rapids, Mich., and held various roles with St. Mary’s College, Notre Dame, Indiana University and Aquinas College in Grand Rapids, Mich., where he received his bachelor’s and master’s degrees. Terry was President of his own fundraising consulting company for eight years before relocating to Southern California. He and his wife, Mary Lou, a retired language teacher, have three children and two incredible grandchildren.

Morning Session

Presenters: Kathy Anderson
Session Title: 
Philanthropy Management in Perpetuity: Community Foundation Tools for Estate Planning

Session Description: This session is an introduction to community foundations and explores the options available for charitable wealth planning, including donor-advised funds and other charitable fund structures for giving as a financial expression of your values.

Kathy Anderson
As President and Executive Director, Kathy brings a wealth of experience as a corporate and nonprofit leader to CCF-LA. She was Executive Director of the Catholic Education Foundation of Los Angeles for nine years, where she was responsible for funding an important Catholic-school tuition program at the Archdiocese of Los Angeles for students living below the poverty line. Preceding that, she was CEO and President of Lockheed Martin Finance Corporation following a career in international and corporate banking.

At CCF-LA, Kathy is responsible for development and program administration, leading a team passionate about the foundation’s mission to offer professional philanthropy management services and education to the community. She is responsible to the Board of Directors.

Kathy is a graduate of Santa Clara University and serves as an emeritus regent after 12 years on the Board of Regents and is currently on SCU’s advisory board for the Markkula Center for Applied Ethics. She and her husband, Howard, live in Glendale and have two adult sons with families.

Afternoon Session

Presenter: Jeffrey Davine
Session Title: Charitable Contributions of Closely Held Stock – Risks, Benefits, and Due Diligence
Session Description: A donation of closely held stock can be an extremely attractive gift for a charity.  This type of gift, however, comes with certain risks.  It is important for gift planning professionals to be aware of both the benefits and the risks associated with a gift of closely held stock.  This program will discuss these issues as well as some of the “best practices” procedures that should be followed when contemplating whether to accept a gift of closely held stock.

Jeffrey Davine
Jeff specializes in taxation, with an emphasis on tax controversy with the IRS, California Franchise Tax Board, California Employment Development Department, and other state and local taxing authorities. Representation of non-profit entities and charitable gift planning.

This tax lawyer by day and hockey player after hours comes across as unassuming until you get him talking about the game. His animation is infectious as he describes the pace, intensity, and physicality. Jeff loves playing hockey because of the camaraderie he feels with his teammates, everyone working together towards a common goal, all while watching each other’s back.

As Jeff describes, he immerses himself so completely when he’s playing hockey that nothing else matters. He brings that same immersion and intensity to his practice of law. And that’s helpful when you’re dealing with the IRS and complexities of tax controversies. Jeff’s “leave it all on the ice” mentality shows when he comes to work each day.

This lifelong Californian has been a diehard Kings fan since 1968, a passion that was finally rewarded in 2012 when they won the Stanley Cup. Hanging on his wall next to his diplomas is a picture of Jeff hugging the famed “Cup”, apropos for someone who loves the game almost as much as his profession.


Registration

$75.00     Members with advance registration
$99.00     Nonmembers with advance registration
$105.00   Walk-in Registration

Continuing Education Credits

The Los Angeles Council of Charitable Gift Planners is approved as a continuing education provider of MCLE credit by the State Bar of California; CPE continuing education credits for CPAs; CSPG continuing education credits for Planned Giving; 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. 

Cancellation Policy

Please note: Cancellations will be accepted until 48 hours prior to the event. A $25 administrative fee will be imposed. Cancellations received after the 48 hour deadline are non-refundable.

Speaker/Sponsor Opportunities

Qualified presenters are asked to contact Michele Bignardi at [email protected] or Barbara Gunning at [email protected] to discuss their presentation material.

General Membership Meeting Sponsorship Opportunities:
The Los Angeles Council of Charitable Gift Planners has five membership meetings scheduled during the year (January, March, April, September & November). The cost of sponsorship is $1,500 and a sponsor receives the following benefits:

  1. Recognized as a meeting sponsor on banner prominently displayed at all five meetings for the year
  2. Recognized on podium sign at the sponsored meeting
  3. Recognized by name, logo and description of services in bulletin for sponsored meeting
  4. Recognition on LACGP web site page corresponding with sponsored meeting
  5. Opportunity to introduce both speakers at the sponsored meeting
  6. Opportunity to display materials at exhibit table at the sponsored meeting
  7. Free meeting registration for one sponsor representative at sponsored meeting

To discuss General Meeting sponsorship opportunities, please contact Linda Mazur at [email protected]