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In-Person General Meeting
Thursday, January 20, 2022, 9:00 AM - 11:15 AM PDT
Category: Events


Thursday, January 20, 2022
In-Person at the University Club of Pasadena
8:30 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 half-day conference on gift planning. Attendees benefit from hearing two 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 may include facilitated breakouts so you can engage with your fellow attendees.

Consider having lunch with your LACGP colleagues at one of these restaurants near the University Club.

Members: $75 | Non-Members: $85

Morning Session

Business Succession Planning

Many successful business owners engage in philanthropy, particularly upon the sale of their business. Utilizing charitable strategies at the time of sale can provide the business owner with several benefits while allowing him or her to support one or more charitable causes. One of the main benefits includes the mitigation and/or deferral of capital gains tax on sale and depending on the strategy selected, can also include a lifetime income stream. In this session, Ms. Buckley will discuss various charitable strategies such as private foundations, donor-advised funds, and charitable remainder trusts and how utilizing these strategies can create a win-win for your clients and the charities they support.  She will also discuss the pitfalls to be aware of to ensure a smooth transaction and a happy client.

Stephanie Buckley
National Leader of Philanthropic Services, Wealth & Investment Management Division, Wells Fargo
Stephanie Buckley leads a national team of specialized philanthropic advisors who help individuals and families work toward their unique philanthropic goals. They also assist nonprofit organizations with asset management and board governance as they pursue their tax-exempt missions. She is responsible for enhancing the bank’s philanthropic offering to clients, helping her team deliver exceptional client service, and managing risk.

Prior to joining Wells Fargo, Ms. Buckley worked at Pepperdine University for over 10 years as an associate vice chancellor. There she worked with current and prospective donors to structure gifts in the most tax efficient manner, including identifying and creating estate and financial planning tools specific to each donor’s needs. She also raised major gifts, managed the law school’s board of visitors, and taught as an adjunct faculty member. Ms. Buckley has worked in philanthropy for more than 22 years. 

Ms. Buckley earned a BA degree in Economics with high honors from the University of California, Santa Barbara, a JD with a specialization in business law from the University of California, Los Angeles School of Law, and an LLM in taxation with honors from Loyola Law School in Los Angeles.

Ms. Buckley is a member of the State Bar of California, on the editorial board for Planned Giving Today, a trustee for Heifer International Foundation, and a past president for both the Los Angeles Council for Charitable Gift Planners and the Planned Giving Council of Ventura County. She serves on the faculty of the American Institute for Philanthropic Studies and formerly taught at UCLA Extension. Ms. Buckley is a former Division I college gymnast.

Advanced Case Study

Ethical Challenges in Estate Practice

Monica Goel will be presenting on the ethical challenges in Estate Administration.  This session will tackle difficult topics including determining who your client is and who you should be having communications with.  It will also assist you in identifying conflict of interests and difficult legal questions that face estate practitioners in today’s ever changing and challenging environment.

Monica Goel
Monica Goel, with over twenty years of legal experience, is a Certified Legal Specialist in Estate Planning, Trust and Probate Law by the California Board of Legal Specialization. Her practice focuses on estate planning, trust administration, probate administration, conservatorships, elder law, trust and probate litigation. Her specialty in any legal setting is in handling sticky or complex situations. She primarily works out of the firm's Irvine and Long Beach offices.

She has been rated “superb” by AVVO, has been named as one of the top estate planning attorneys in 2019 and 2020 by Super Lawyers in Trusts and Estates, and is rated AV-Preeminent by Martindale Hubbell.

Monica is a published author in the Daily Journal and OC Lawyer Magazine. She is a frequent lecturer on trust administration, probate administration, court accountings, liability for fiduciaries, and legal ethics in estate administration.

Monica is a member of the PVP panel for the LA Superior Court and is routinely appointed by the court to represent incapacitated persons and advise the court regarding appointment of conservators.

She was previously an adjunct professor at Cerritos College in the Certified Paralegal Program and is currently on the Trustee Advisory Committee therein. In addition, she was an adjunct professor at UCI in the paralegal program in Estate Planning.

Monica received her B.A. in History from UCLA, and her J.D. from the University of Southern California.

Mini Round Table

Identifying Ethical Dilemmas

Moderated by Jay Harvill

The mini round table is intended as a space for those with less than 3 years of experience to be able to engage actively with gift planning topics, ask questions, and share challenges they've been facing so they can gain insight from others facing similar issues as well as our seasoned planned giving officer, Jay Harvill. In this session, we'll tackle ethical dilemmas that face gift planning professionals. You suspect your donor is being unduly influenced to make seemingly inappropriate financial decisions. What do you do? Your donor trusts you and asks you to be their trustee/executor? What do you do? When you get hints of a donor/prospect’s incapacity.  What do you do? Jay will guide the conversation on these topics and more at this mini round table session.

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.