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General Meeting
Thursday, November 16, 2023, 8:30 AM - 11:15 AM PST
Category: Events


November 16, 2023, 8:30 am - 11:15 am


Braille Institute of America, 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: Leveraging Professional Advisor Partnerships in Planned Giving                        

Learn why engaging professional advisors can exponentially extend your planned giving program's potential. We will discuss how to recruit them, what they need to know and how they can help you close gifts with donors. Engaging professionals in conjunction with a seminar program invigorates a solid program and can kickstart a newly developed program. Learn what are the key components of a successful partnership and seminar program from experts who have executed hundreds of seminars for thousands of donors.

10:15 am - 11:15 am: The THREE I's Missing from your Message

You send out postcards, newsletters, brochures, emails and provide page after page of critical estate and tax planning content on your website, yet very few leads come your way. Distilled from hundreds of conversations with frustrated fundraisers, Jeff will reveal the THREE I's critical to your planned giving marketing message, and why leaving them out is keeping some of your hottest prospects from raising their hands.

Meet the Speakers


Andy Ragone is a national speaker, writer and recognized thought leader in marketing and gift planning strategies for Pleiades Nonprofit Advisors. Formerly of Crescendo Interactive, Andy advises on systematic marketing and moves-management techniques to secure complex and estate gifts. Through his efforts, nonprofits both large and small benefit from his insight and unique talent of bringing gift planners and their donors together to make a difference in the communities they serve. In addition to being a Certified Gift Planning Professional (CGPP), Andy holds a BA in Music from Arizona State University and a Master of Divinity from Phoenix Seminary. He is a member of the Southern California Counsel of Gift Planners, and is a regular presenter on best practices in Gift Planning. Andy has served as an executive pastor and has a marketing background in the nonprofit arena. Having worked with three larger churches over the past 20+ years, Andy has appreciated the challenges of growing organizations - including the development of staff and culture, fundraising, volunteer coordination, and marketing systems. Andy brings a big-picture perspective that brings vision, volunteerism and fund development together.




Kimberly Jetton is a national award-winning leader in fund development and gift planning. She has a proven ability to develop outstanding relationships with donors, committees, board members, and volunteers. As President of Pleiades Nonprofit Advisors, she helps clients navigate and excel in their gift planning programs. From 2020 to 2022, Kimberly served as President and Executive Director of the Orange Catholic Foundation and lead the foundation into a new era of fundraising, designed and implemented a long-term strategic plan and developed a reinvigorated business model. Prior to Kimberly's time at OCF, she worked in development for the Archdiocese of Los Angeles and the Archdiocese Denver. During her tenure at the Archdiocese of Los Angeles as the Director of Planned Giving, she designed and implemented a flagship program for Estate Planning Seminars which greatly benefited the parishes and schools. In the first 5 years, this program helped secure over $110 million for these ministries through 300+ seminars. Kimberly is a Certified Fundraising Executive (CFRE), holds a Master in Nonprofit Management from Regis University and a BA in Political Science from the University of Arizona, and is a veteran of the Colorado Army National Guard. She serves as a board member of Southern California Charitable Gift Planners, Catholic Big Brothers Big Sisters of Los Angeles and is a Development Committee Member of the Catholic Community Foundation of Los Angeles.

Before Jeffrey Stein, President and Co-Founder of Planned Giving Marketing, was introduced to the world of planned giving, he worked with Philadelphia's top creative teams and most respected arts, education, and healthcare organizations to produce award-winning and highly successful direct mail and marketing collateral. When one of those organizations shared what they were using to convince their most loyal donors to make what was likely to be their largest donation (a planned gift), he knew something had to be done. Today PGM's team of talented marketing strategists, designers, writers, and developers works with the country's top-performing planned giving shops to create and deliver compelling, multi-channel marketing communications that work.


When & Where

Thursday, November 16, 2023
8:30 AM - 11:15 AM 

Where (NEW VENUE!)
Braille Institute of America, 741 N. Vermont Avenue, Los Angeles, CA 90029


8:30 am – 9:00 am Breakfast
9:00 am – 10:00 am, Leveraging Professional Advisor Partnerships in Planned Giving
10:00 am - 10:15 am, Break
10:15 am - 11:15 am, The THREE I's Missing from your Message
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.