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JANUARY GENERAL MEETING

Thursday, January 16, 2025 | 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: 

Navigating Longevity: Solutions for Aging Charitable Life Estate Gifts

As life expectancies increase, donors who gifted their homes to charity while retaining a life estate and have lived longer than expected are more frequently approaching those charities for solutions as they face changing needs for housing, cash, and other changes in circumstances. This presentation will explore strategies for charities working with these donors. It will cover financial solutions such as converting life estates into current gifts, leasing the property for income, and selling the property in collaboration with the donor, as well as many of the tricky non-financial issues and risks that commonly arise for charities navigating these situations.

10:15 AM - 11:15 AM: Nudging for Good: The Science of Donor Behavior

While philanthropy can be deeply rewarding, donors often face barriers both to making rational donation decisions and to following through on those choices. Jeff Kreisler, J.P. Morgan Private Bank's Head of Behavioral Science, will reveal the research on how donors think about giving and best ways to help givers achieve their goals and giving plans.

 

 Meet the Speakers

Navigating Longevity: Solutions for Aging Charitable Life Estate Gifts

Elizabeth Bawden, Withers Bergman LLP, Partner
Elizabeth is a philanthropy attorney whose mission is to guide individual and charitable clients through complex wealth transitions with advice that is clear, creative and enduring. As a partner in the trust, estate and charities team at Withers Bergman LLP, she specializes in crafting tailored strategies that address a wide range of estate planning needs and assisting individuals and organizations in establishing meaningful charitable foundations, structuring major and planned gifts, and navigating the complexities of charitable giving. Elizabeth is a past-president of SCCGP, faculty in the American Institute for Philanthropic Studies Certified Specialist in Planned Giving Program and was recently recognized by the Los Angeles Business Journal as a leader of influence in nonprofit and philanthropy.

Nudging for Good: The Science of Donor Behavior

Jeff Kreisler, Managing Director, Head of Behavioral Science
Jeff Kreisler is a Managing Director and member of the J.P. Morgan Private Advisory leadership team, a cross-disciplinary group of over 100 global specialists who collaborate to deliver innovative and forward-thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions and achieve their goals. As Head of Behavioral Science, Jeff focuses on delivering insights into how emotions influence financial decision making. His work empowers clients to recognize biases and develop strategies for better financial outcomes. By understanding the psychological factors that impact financial choices, Jeff and his team help clients navigate the complexities of financial planning with a more informed and strategic approach.

Jamie Hackleman, Executive Director
Jamie Hackleman is an Executive Director and member of the J.P. Morgan Private Advisory leadership team, s cross-disciplinary group of over 100 global specialists who collaborate to deliver innovative and forward-thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions and achieve their goals. As the U.S. Team Lead of The Philanthropy Centre, Jamie oversees a team of Philanthropy Advisors, and provides clients with insights and services to help meet their financial and philanthropic goals through innovative advice, thought leadership and learning opportunities

 

When & Where

When:
Thursday, January 16, 2025
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, Session 1
10:00 am - 10:15 am, Break
10:15 am - 11:15 am, Session 2
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.