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Virtual Mini Round Table
Thursday, November 30, 2023, 10:00 AM - 11:00 AM PDT
Category: Events

Virtual Mini Round Table with Jay Harvill

"Getting the Most Bang for your Buck/Time/Energy"

How do you run a planned giving program when you’re the only one responsible for it? Where do you go for guidance? How do you set expectations for leadership? What if it’s only a part of your job? In this session, we’ll focus on identifying strategies that will give you the most bang for your buck/time/energy. We’ll consider what internal and external resources are available to you so you feel a little less alone in your efforts.


(Limited to members/attendees of the general meeting ONLY)

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.