Practical Guide to Planned Giving

Thursday, October 22, 2020, and Thursday, October 29, 2020
9:00 a.m. - 11:00 a.m. (both days)

The Los Angeles Council of Charitable Gift Planners will be hosting a Practical Guide to Planned Giving, designed to help provide a comprehensive overview of the key gift planning vehicles as well as practical tools for identifying and cultivating your best prospects and future donors. This two-part series led by seasoned professionals with backgrounds in fundraising, law, and fiduciary services is designed for those who are new to gift planning and will cover core concepts including bequests, life-income gifts, gifts of non-cash assets, and tax-smart strategies around giving, as well as how to introduce donors to all of these options. Whether a major gift officer or a planned gift officer, you will become better-equipped to build trusted donor relationships and solicit planned gifts to support your charity.

Fee
$75.00 for the series


 Presenters

Debbie P. Bills
Senior Executive Director, Planned Giving Administration
City of Hope

Debbie is the Senior Executive Director of Planned Giving Administration at City of Hope. She provides oversight for the operational aspects of a sophisticated Planned Giving program, including estate and trust administration, life income gifts, marketing, data management & reporting. With over 20 years of planned giving experience, Debbie has worked in various facets of Advancement. She served as the AVP for Advancement Services at Harvey Mudd College, overseeing Research & Prospect Management, Gift Processing, Reporting & Database Management. At the California Institute of Technology, she became the Functional Lead for the database conversion after serving five years as the Assistant Director of Gift Planning & Manager of Trusts and Bequests. She also directed the Gift Planning programs at The Webb Schools and Claremont Graduate University. Debbie earned her Bachelor’s degree at Pomona College and is a Certified Specialist in Planned Giving. She is a current board member, past president and former conference chair for the Los Angeles Council of Charitable Gift Planners.

Kimberley Valentine
Valentine Trust Management

Kimberley serves as Vice President, Chief Advancement Officer of the Frank Lloyd Wright Foundation in Scottsdale, Arizona. She currently holds the role of Conference Co-Chair for the 2021 Western Regional Planned Giving Conference, having also served as a Conference Co-Chair in 2020 and previously in 2014 and 2015.  She is a past president of the Los Angeles Council of Charitable Gift Planners and Board Member and Treasurer of the National Association of Charitable Gift Planners. Her previous work includes leadership positions with the Los Angeles Philharmonic, The Huntington Library, Art Collections and Botanical Gardens, and Scripps College. She also serves on the boards of Mt. San Antonio Gardens Retirement Community and Camerata Pacifica.


Continuing Education

Four (4.0) continuing education points have been granted by CFRE (Certified Fund Raising Executive) International. LACGP is accredited by the State Bar of California to provide Minimum California Legal Education (MCLE). Credit hours may be self-reported to the California Board of Accountancy (CBA) for Continuing Professional Education (CPE) credits. Certified Specialist in Planned Giving (CSPG) credit hours may be granted on a self-reporting basis.