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Strengthen your practical knowledge
of planned giving at this "roll up your sleeves," hands-on
workshop presented by the Partnership
for Philanthropic Planning of Greater Los Angeles. This event is
endorsed by CASE for the planned giving practitioner
or the development professional interested in broadening
his or her knowledge of planned giving. No experience
in Planned Giving is necessary to have a very informative
day.
The Program:
• An understanding of planned giving fundamentals
• Familiarity with the income, estate and gift tax structures that affect
gift giving and the transfer of wealth
• An exploration of outright and deferred methods of charitable giving
• An understanding of charitable gift substantiation rules for maximum
tax benefits
• New: Suggestions for planned giving in economically challenging times
Attendees:
• Anyone new to the field of planned giving who desires a solid, basic
foundation of planned giving fundamentals
• Experienced planned giving professionals who want an up-to-date refresher
about those important planned giving basics
Included Incentives:
• Take-away PowerPoint of presentation, plus materials
• Continental breakfast and lunch
• Free parking; note that carpooling/ public transportation use are
encouraged
• Carpool/public transportation users eligible for drawing ($50.00
Starbucks card)
• There is a Metro Red Line station .4 miles away. Avoid traffic, save
gas, and take public transportation to the Braille Institute
• Networking – expand your network of planned giving professionals
 Claudia Sangster is Director of Philanthropy,
Estate and Trust Services with Harris myCFO, Inc. and
President/Executive Director of the Harris myCFO Foundation. She
is a former president and current member of the Partnership
for Philanthropic Planning of Greater Los Angeles,
a member of the National Partnership for Philanthropic
Planning, a board member of the Prostate Cancer Research
Institute, founding partner of Los Angeles Social
Venture Partners, trustee of the Nichols Endowment
and a faculty member of the American Institute for
Philanthropic Studies at California State University,
Long Beach.
Claudia is a former president and current
member of Pepperdine's Board of Associated Women. She
is a member of the state bar associations of Texas
(inactive) and California, and the American Bar Association.
Steven J. Chidester is
a partner with Luce, Forward, Hamilton & Scripps LLP in Rancho Santa Fe. Steve
practices in the areas of estate planning, trust and
estate administration, charitable giving, and the representation
of tax-exempt organizations. He has represented
exempt organizations in civil and probate court and
before state Attorneys General. He also has considerable
experience designing and using computer modeling to
show the economic consequences of various estate planning
and charitable giving techniques. He is a faculty
member of the American Institute for Philanthropic
Studies at California State University, Long Beach. Steve
is a member of the California State Bar Association
and the American Bar Association.
Continuing Education Credits:
This event is sponsored by the Partnership
for Philanthropic Planning of Greater Los Angeles, which is approved
as a continuing education provider for CFRE, CPE,
CSPG, and MCLE credit by the State of California.
An application for continuing education credits for
CFP® is submitted when the course content is
within the CFP® Board guidelines.
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