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Partnership for Philanthropic Planning

of Greater Los Angeles

65 Enterprise Aliso Viejo, CA 92656

EArLy Bird rEGistrAtion Deadline: May 2nd, 2014

discountEd HotEL rAtE Deadline: May 7th, 2014

A note From the chairs

You will not want to miss the 2014 Western Regional Planned Giving Conference: Philanthropy in Changing Times. An amazing group of planned giving and other fundraising professionals, attorneys, financial advisors, philanthropy advisors, and allied professionals and representatives from various institutions is expected to fill the rooms to capacity. Join them—and us—as we learn together.

We have a full slate of wonderful and scintillating speakers, a broad range of breakout sessions, the special professional development track lineup, and various networking events generously provided by our sponsors that are sure to engage you. As in years past, prior to the Welcome Reception on Wednesday, we’ll be holding the ever-popular Planned Giving Primer, which is free for all conference attendees.

This conference would not be happening without the support of our very generous sponsors or the PPP-LA Board of Directors. We thank you all for your help throughout the year-long planning of this program.

Whether you are a seasoned gift planning professional or are new to the field, we are confident that you will find the conference to be a dynamic, exhilarating, and inspiring few days that will resonate with you long after the program has ended.

We can’t wait to see you in Costa Mesa!

Aaron Levinson and Kimberley Valentine, Conference Chairs

choose a Level

BEGinnEr Level 1

intErMEdiAtE Level 2

MAstEr Level 3

ProFEssionAL dEVELoPMEnt

Keynote speakers

JEFF coMFort, VP, PrinciPAL GiFts & GiFt PLAnninG, orEGon stAtE uniVErsitythursday, May 29 at 8:30 am | Opening Keynote: Lessons LearnedA national leader in the field of gift planning, Jeff Comfort joined the OSU Foundation in January 2013 after a distinguished 18-year career at Georgetown. Prior, he spent 11 years in Denver directing the gift planning program for National Jewish Hospital. As a volunteer leader of NCPG (now PPP), he served as president, chair of the 10th National Conference, was a member of the board for five years, served on the ethics committee and chaired the task force on gift valuation. He is a past president the national capital Gift Planning council and a founding board member for the colorado Planned Giving Roundtable. Comfort has served five years as co-chair for an annual CASE Planned Giving Conference and serves on the editorial advisory board of Planned Giving Today.

JAy Frost, JEroLd PAnAs, Linzy & PArtnErsThursday, May 29 at 12:45 pm | Keynote: Stand Out! In an Era of Budget Cuts, How Can We Stand Out?Jay Frost has played a leadership role in a number of companies serving the fund-raising world. These include serving as President and CEO at FundraisingInfo.com; Chief Strategy Officer at WealthEngine and President and CEO at WealthID. Jay was also Vice President and Director of Global Philanthropic Markets and Wealth Training at Thomson Financial Wealth Identification. These are all firms providing donor research and analysis for the fund-raising world. Jay is an active industry leader, educator, and author. He speaks frequently at local, national, and international conferences on wealth and philanthropy, fundraising research, social media, and transnational giving.

rosALyn HEyMAn, PHiLAntHroPist & ForMEr AssistAnt suPErintEndEnt oF Los AnGELEs uniFiEd scHooL districtFriday, May 30 at 11:00 am | Closing Keynote: An Optimist’s LessonRoz Heyman grew up poor, her father leaving her mother just after Roz was born. Roz’s mother’s siblings suggested putting Roz in an orphanage, but her mother decided against it. Roz graduated high school and attended Los Angeles City College, transferred to UCLA and earned a scholarship. She became a teacher and rose through the ranks at Los Angeles Unified School District, becoming principal of Berendo Middle School and turning it around into an incredible success. She later served as assistant superintendent in charge of secondary education. Later in life, Roz became a philanthropist and is involved with a number of charities, including UCLA, Pepperdine University and the Los Angeles Jewish Home.

discountEd rEGistrAtion:Register on or before May 2nd, 2014.

HotEL rooM conFErEncE rAtE:Available through May 7th, 2014 or until sold out.

HotEL inForMAtion:The Westin South Coast Plaza 686 Anton Boulevard Costa Mesa, CA 92626.

Reserve by May 7th, 2014 in order to receive the conference rate of $152 per night (subject to availability). Call Toll Free: 1-800-WESTIN1 and advise them you are with the Western Regional Planned Giving Conference. You can also book your room online at pppla.org (WRPGC page).

AdditionAL inForMAtion:For more information regarding any aspect of the conference, please contact Jerry Packer, PPP-LA Administrator, at (949) 715-5400 or [email protected].

continuinG EducAtion:This conference 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. Applications are pending for CFP CE Requirements.

cAncELLAtion PoLicy:Registration Fee Refunds: Cancellations will be accepted until May 15th, 2014. A $50 administrative fee will be imposed. No refund of any registration fees will be given if cancellation notice is received after May 15th, 2014.

We Sincerely and Gratefully Acknowledge the sponsorship support* of:Professional development sponsorsCrescendo Interactive, Inc.State Street Global Advisors

conference Keynote sponsorWells Fargo Bank,

Philanthropic Services

Breakfout session sponsorsBNY Mellon Wealth ManagementChameleon Creative Group Clifford Swan Investment CounselComerica Legacy FoundationCTC Consulting | Harris myCFO, IncGraystone ConsultingPG CalcRodriguez, Horii, Choi & Cafferata LLPRuffaloCODYThe Sharpe Group

conference Program Book sponsorUS Trust, Philanthropic Solutions/

Merrill Lynch Pierce, Fenner & Smith Inc.

Wednesday ReceptionThe Stelter Company

thursday cocktail receptionMcKenna Long & Aldridge

thursday snack BreakAmerican Institute for

Philanthropic Studies

Friday BreakfastKaspick & Company

Non-Exhibiting SponsorsKarlin & Peebles, LLPLamia Financial GroupMitchell Silberberg & Knupp LLPOldman, Cooley, Sallus,

Birnberg & Coleman, LLPTemoArjani LLPV.J. Fraumeni Fundraising Consultants

committeeAaron Levinson Conference Co-ChairPlanned Giving OfficerLos Angeles Jewish Home

Kimberley Valentine Conference Co-ChairExecutive Director, Gift Planning and Principal GiftsScripps College

Vincent Fraumeni Principal/FounderV.J. Fraumeni Fundraising Consultants

Amy Gross Gift Planning Officer American Red Cross

cindy Hizami Director of Planned Giving Mount St. Mary’s College

Francine Lis Director of Planned Giving, Legacy and Endowments Anti-Defamation League

tara sakraida Director, Gift Planning University of California, Los Angeles

Allyson simpson Director of Gift Planning California Institute of Technology

Ray Watts Associate Vice President for Development University of Redlands

tena yatroussis Development Officer New Roads School

*as of printing

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www.pppla.org

important dates and information

the 23rd Annual Western Regional Planned Giving conference

May 28th–30th, 2014 | Westin South Coast Plaza, Costa Mesa, CAPresented by the Partnership for Philanthropic Planning of Greater Los Angeles

diGitAL AssEts And EstAtE AdMinistrAtion – HOW TO FUND DIGITAL ASSETS, HOW TO VALUE THEM, HOW TO DISPOSE OF THEMSusan Cooley, Partner, Oldman, Cooley, Sallus, Birnberg and Coleman, LLP

Ever wonder what happens to your Facebook account when you die? Ever wonder if your heirs will find your virtual wallet stuffed with crypto currency when, postmortem, they search for your assets? Ms. Cooley will speak on what constitutes a “digital asset” and how to recognize such assets when going through the assets of a decedent’s estate.

A diFFErEnt ModEL For GiFt AnnuitiEsKimberley Valentine, Executive Director, Gift Planning and Principal Gifts, Scripps College, Ray Rotolo, Director, Planned Giving, Claremont McKenna College, and Richard Chute, Regional Director, Pomona College

A significant percentage of all non-profit organizations follow the annuities rates recommended by the American Council on Gift Annuities. Among those which do not, a handful specialize in offering higher rates—sometimes significantly higher—than the ACGA recommendations. Perhaps the two best known in this group, Pomona College and Claremont McKenna College, will share background information on their successful programs, including the historical reasons for their approaches, how they set and evaluate their rate structures, how the approach impacts marketing efforts, and some highlights of their charitable and financial results.

9:30 – 10:45 am

rEsEArcH on sPEciFics oF BEquEst dEMoGrAPHicsRussell James, Attorney, Researcher, Professor, Texas Tech University

A 20-year national study of charitable planning additions, deletions, and ultimate estate transfers: What new data reveals about what really happens. This session reviews results from a national longitudinal study tracking charitable estate plans among older adults across many years. Participants will learn about new and emerging trends, and how to best take advantage of them. Additionally, this study tracks the post-mortem estate distributions for over 10,000 decedents whose lifetime planning was tracked across many years. Learn what was really important, and what wasn’t, in generating actual dollars transferred to charity, and how this information can improve your results in marketing to potential bequest donors.

GAininG PErsPEctiVE tHrouGH trAnsitionsNancy Baxter, Director of Gift Planning, Colorado College and Kimberley Valentine, Executive Director, Gift Planning and Principal Gifts, Scripps College

Kimberley Valentine and Nancy Baxter will share how their relatively recent transitions are leading to enhanced philanthropic conversations at their respective institutions. The conversation will include building relationships and conversations holistically, focusing on a full balance sheet approach to developing planned gifts, breaking silos, finding gifts across the institution, and optimizing for-profit advisors skills, talents and resources.

AdVAncEd cHAritABLE rEMAindEr trust dEsiGnReynolds Cafferata, Partner, Rodriguez, Horii, Choi and Cafferata LLP

This session will discuss charitable remainder trust structures including FLIP trusts, net income trusts holding LLCs or other deferral vehicles, and CRTs funded with encumbered assets.

11:00 AM – 12:30 PM | CLOSING KEYNOTE: AN OPTIMIST’S LESSONRosalyn Heyman, Philanthropist & Former Assistant Superintendent of Los Angeles Unified School DistrictRosalyn Heyman is an incredible and funny lady. She will discuss how a girl from a poor family became a successful educator and philanthropist, and will likely have you laughing and amazed throughout her talk.

WEDNESDAy, MAy 28, 201412:00 – 8:00 pm | REGISTRATION OPEN

2:00 – 5:00 pm | PLANNED GIVING PRIMERNicole Dunn, Senior Director, Gift Planning, University of California, Los Angeles, Aaron Levinson, Planned Giving Officer, Los Angeles Jewish Home and Kimberley Valentine, Executive Director, Gift Planning and Principal Gifts, Scripps CollegeThis session will provide an overview of planned giving, including the variety of gift arrangements available, when to use each one, and best practices for building relationships, marketing, soliciting and stewarding gifts.

6:00 – 8:00 pm | WELCOME RECEPTION

THURSDAy, MAy 29, 2014

7:30 – 8:30 am | REGISTRATION AND BUFFET BREAKFAST

8:30 – 10:00 am | OPENING KEYNOTE: LESSONS LEARNEDJeff Comfort, VP, Principal Gifts & Gift Planning, Oregon State UniversityLike it or not, we are all students of life, every single day. The world of gift planning provides ongoing panoramas of every perspective on life. What is your favorite donor story, and what did you learn? To be our best in our profession, we must be ongoing students of gift planning, as well. Most of everything we know, we have learned from someone else. This session will delve into centuries, if not eons, of experience from every facet of our field including donors, prospects, colleagues, advisors, relatives, and others. Planned giving didn’t start yesterday, and it won’t end tomorrow. What may seem new today, is often a rhyme from the past, and a lesson for tomorrow. In this session, we will walk a path of lessons learned in planned giving.

10:15 – 11:30 am

cHAritABLE PLAnninG cAsE studiEsJames F. Normandin, Executive Vice President, Memorial Medical Center Foundation

When you consider the current tax climate, gift planners have a unique opportunity to engage in meaningful discussion as to how charitable planning can resolve a financial and or estate planning dilemma. This workshop will present some case studies that answered “situations” prospective donors were facing. It’s been my experience that sharing this information with both prospective donors and professional advisors allows their inner philanthropist to emerge. Fortunately proper integration into the planning process can also result in favorable income, estate, and gift tax consequences. Come see why I believe charitable remainder trust planning is back in vogue.

LiFE – incoME GiFts usinG rEtirEMEnt PLAn AssEtsTim Prosser, Relationship Manager/Senior Consultant, Kaspick & Company

Retirement plan accounts (IRA, 401(K), 403(B) and others) hold over $21 trillion, representing more than one third of U.S. households’ financial assets. Case studies based on actual gifts demonstrate how donors have used these assets to achieve personal, tax and financial goals while benefitting charity. This session features extensive audience interaction.

intErnAtionAL GrAntMAKinG And FundrAisinGJane Peebles, Attorney, Karlin and Peebles, LLP

Help! My client wants to fund an orphanage in India. Where do I even start? My university wants to raise money from Korean alumni. Can those foreign donors deduct their gifts? Ms. Peebles will explain the rules that apply to grants by U.S. charities for use abroad. Special emphasis will be given to obtaining tax-exempt status for U.S. entities that will make grants abroad, complying with rules governing grants abroad by U.S. non-profits, and non-profit compliance with the IRS anti-terrorist financing guidelines. The session will also cover how to maximize tax benefits for foreign donors to U.S. charities. Ms. Peebles will offer both technical rules and “nuts and bolts” strategies for the practitioner.

BuiLdinG BridGEs – ProVEn EFFEctiVE MArKEtinG strAtEGiEs to run A ProActiVE PLAnnEd GiVinG ProGrAM Sponsored by Crescendo Interactive, Inc.Jennifer Cashin, Internet Marketing Specialist, Crescendo Interactive, Inc.

What type of online content generates responses for planned gifts? What are your donors’ preferences for receiving planned giving emails? What metrics assess social media success for planned gifts? If you ever wondered what your donors like and want from your marketing, this is the session for you. Based on a ground breaking, 12-month 2013 study of online donor patterns, you will explore effective strategies for connecting with your donors to build a more proactive marketing approach.

11:45 am – 12:45 pm | LUNCH AND PRESENTATION OF THE DISTINGUISHED SERVICE AWARD

12:45 – 1:45 pm | KEYNOTE: STAND OUT! IN AN ERA OF BUDGET CUTS, HOW CAN WE STAND OUT?Jay Frost, Jerold Panas, Linzy & PartnersJay Frost leads an exploration to rediscover our biggest dreams, confront our darkest fears and push beyond the daily obstacles and temporary economic setbacks to shine at the office and beyond!

2:00 – 3:15 pm

cAsE studiEs in donor rELAtions - HOW TO DISCERN AND RESPOND TO INDIVIDUAL DONOR NEEDS AND PERSONALITIESPete Sommerfeld, Senior Philanthropic Advisor, Oregon Health & Science University

The common denominator in every gift plan is the giver. No matter what gift vehicle is used, or what asset is contributed, there must be a donor for there to be a donation. That being said, no two donors are exactly the same. They all have different family dynamics, and different personality types. They come from different financial circumstances, and have different goals for their giving. And, they have different connections to your organization, and the various causes it espouses. In this interactive session, participants will be confronted with different gift scenarios, and will dissect the various elements involved, discuss the issues to be addressed, and suggest a course of action for moving the gift forward.

PHILANTHROPy & THE MODERN WOMANPaula Golden, Strategic Philanthropy

Today’s woman brings a lot more to the charity table than a husband’s checkbook. Unpacking philanthropy as it is practiced by three generations of women today is an illuminating study in psychology, sociology and economics of the 21st century.

coMMunity FoundAtions And youCarol Bradford, Senior Counsel and Charitable Advisor, California Community Foundation, Jeffrey A. Swanson, Vice President, Philanthropic Services, Orange County Community Foundation, William Strickland, Senior Development Officer, California Community Foundation, and Adrienne Vargas, Chief Giving Officer, The San Diego Foundation

A moderated panel discussion on how community foundations can assist your non-profit organization and staff, planned giving officers included, to capture complex and planned gifts to benefit your organization. The panel will be moderated by William Strickland.

3:45 – 5:00 pm

BrAin MAPPinGRussell James, Attorney, Researcher, Professor, Texas Tech University

Inside the mind of the planned giving donor: What neuroimaging and experimental research reveals about donor motivations. Reporting results from his research at the Texas Tech Neuroimaging Institute, Dr. James reveals the latest insights into how donors engage in charitable bequest decision-making. These findings come together to reveal the deep processes of donor decision-making in planned giving. Not just an academic presentation, this session presents practical, effective, and tested approaches to encourage generosity among planned giving donors.

METRICS THAT MATTER: THE LINkS BETWEEN ADVISORS, DONORS AND NONPROFITSNathan Stelter, Vice President of Business Development, The Stelter Company

The Stelter Company’s latest national survey examines the complex relationships that exist between donors, professional advisors and nonprofits. This survery sheds light on the unique role of the professional advisor in the planned giving process and reveals ways in which development professionals can rethink conventional wisdom and approaches to better leverage these relationships.

coMPEtinG, coLLABorAtinG And cuLtiVAtinG – OPPORTUNITIES TO ATTRACT GIFTS FROM DONORS WITH PRIVATE FOUNDATIONSElizabeth Bawden, Partner, McKenna Long & Aldridge, LLP and Steven J. Chidester, Partner, McKenna Long & Aldridge, LLP

Many wealthy donors use private foundations to conduct their most significant philanthropy. Development officers who understand the restrictions applicable to private foundation gifts and operations are able to support those donors in unique ways, building lasting relationships. This session will focus on opportunities public charities have to compete with private foundations for gifts, collaborate with private foundations to accomplish their purposes, and cultivate relationships with the foundations and their funders.

BEst PrActicEs For your GiFt PLAnninG oFFicE Sponsored by State Street Global AdvisorsCarolyn Freeman, Principal, State Street Global Advisors

In this presentation I will review with you some of the “best practices” we have gleaned from working with our many clients over the years. We will focus on understanding your gift acceptance policy and using various tools of the trade. We will review asset types and what specifics you need to be aware of when accepting these gifts and how to value the assets. Talking planned giving benefits to your donors and understanding their legacy plan is a topic we will review as well. Once the gift is closed, your donors and beneficiaries will want to know the deliverables associated with payments and tax work and we will discuss how to facilitate these conversations. To conclude, we will review the importance of networking.

5:00 – 7:00 pm | COCKTAIL RECEPTION

FRIDAy MAy 30, 20147:00 – 8:00 am | BUFFET BREAKFAST

8:00 – 9:15 am

HELPING CHARITIES PROSPER: GIFTS OF LIFE INSURANCE AND HOW TO DO IT RIGHTFrank Campbell, Certified Life Underwriter, Stratus Financial Partners

A great deal of cash lies hidden from view in existing life insurance policies. Many of these policies are no longer needed for their original purpose. The potential for those policies to become an additional funding resource for philanthropic endeavors is immense. This presentation explores the why as well as the strengths and limitations of this additional funding opportunity. Our purpose is bringing perspective and clarity to the topic. When they leave, each member of the audience should be able to decide whether this is an appropriate tool for their particular situation, needs and values.

AGEndA

Full conference rates

* Early Bird Pricing Available through May 2nd** Cancellations will be accepted until May 15, 2014. A $50 administrative fee will be imposed.

No refunds will be given if cancellation notice is received after May 15, 2014.

RATES AFTER MAy 2, 2014**Member $375Register & Join PPP-LA $440Non-member $455

EArLy Bird*Member $325Register & Join PPP-LA $390Non-member $405

dAiLy rAtEs

FridAy onLyMember $190Non-member $215

tHursdAy onLyMember $215Non-member $240

not a member of the Partnership for Philanthropic Planning of Greater Los Angeles (PPP-LA)?Join today and save money on your membership fee. PLUS, register for the conference at the discounted member rate.

www.pppla.org | 949-715-5400

Register at www.pppla.orgEarly Bird Deadline May 2, 2014

9:30 – 10:45 am

10:15 – 11:30 am

2:00 – 3:15 pm

3:45 – 5:00 pm

8:00 – 9:15 am

AGEndA

dAiLy rAtEs

www.pppla.org | 949-715-5400

9:30 – 10:45 am

10:15 – 11:30 am

2:00 – 3:15 pm

3:45 – 5:00 pm

8:00 – 9:15 am

AGEndA

dAiLy rAtEs

www.pppla.org | 949-715-5400

choose a Level

BEGinnEr Level 1

MAstEr Level 3

Keynote speakers

*as of printing

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www.pppla.org

choose a Level

BEGinnEr Level 1

MAstEr Level 3

Keynote speakers

*as of printing

JOIN US FOR

www.pppla.org

choose a level we sincerely and gratefully acknowledge the … .pdf · russell james, attorney,...

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