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NOVEMBER GENERAL MEETING

Thursday, November 21, 2024, 8:30 am - 11:15 am

Braille Institute of America, Weingart Center
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: 

Giving from Their Balance Sheet: Fundraising Non-cash Assets from High Net Worth Donors

This presentation will cover specific considerations for, and case studies of, accepting illiquid assets as charitable contributions including restricted stock, private business interests, and alternative investments. Fundraisers will have the information needed to consider whether their organization has or can/should build capacity to directly accept some or all of these assets, as well as alternative pathways for working with donors who own such assets if they cannot directly accept them.

10:15 AM - 11:15 AM:    Roundtable

Details coming soon!

 

 Meet the Speakers

Giving from Their Balance Sheet: Fundraising Non-cash Assets from High Net Worth Donors

Rudy Flesher, National Philanthropic Trust, Regional Director of Development, Southwest

Rudy Flesher has spent over ten years in the philanthropic sector at many different seats at the table including board member, grant writer, grant maker, fundraising and communications consultant, and development director. In his current role he works with donors and their advisors who are using donor-advised funds to plan charitable giving during lifetime, by estate, or both. He holds both the Certified Exit Planning Advisor and Chartered Advisor in Philanthropy designations.

Roundtable

Abigail Oduol, Senior Development Officer, Planned Gifts, Earthjustice

Abigail helps donors figure out their why and how to holistically connect to the mission and their values. She also helps fundraisers connect their DEI values to their day jobs through presenting and training others at places like AFP Icon, NACGP and various podcasts. She is a contributor to Community Centric Fundraising's website and enjoys connecting the superhero universe to fundraising. 

 

When & Where

When:
Thursday, November 21, 2024
8:30 AM - 11:15 AM 

Where:
Braille Institute of America
Weingart Center
741 N. Vermont Avenue
Los Angeles, CA 90029

IMPORTANT:
If you are driving, the entrance to the Institute is located on North New Hampshire. Take the public elevator to the first floor, check-in at the front desk and the person at the desk will direct you to a second building where the Weingart Center is located (cross the courtyard to the lobby). Free parking.

If you are taking public transportation or walking, please use the Institute’s entrance on North Vermont Ave. This entrance opens at 8 am.

Schedule:

8:30 am – 9:00 am Breakfast
9:00 am – 10:00 am, Giving from Their Balance Sheet: Fundraising Non-cash Assets from High Net Worth Donors
10:00 am - 10:15 am, Break
10:15 am - 11:15 am, Roundtable
11:15 pm - Adjournment

Fees:
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 before 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.