Calendar

If you wish to request a refund for an event registration, please contact membership@charitablegiftplanners.org.

May
17
Thu
May 17, 2018- Evaluating Gifts of Complex Assets @ Kellogg West Conference Center and Hotel (Cal Poly Pomona)
May 17 @ 11:30 am – 1:00 pm

Charities today are offered a wide variety of complex assets to fund both outright and life income gifts, including real estate, closely-held business interests, and tangible personal property. While gifts of complex assets are often of significant size, they can be difficult to analyze and present risks that must be understood and effectively managed. This session will present a framework for assessing gifts of complex assets and examine some of the various issues that come up in the planning and gift execution process.

Speaker: Jeffrey Underwood, Senior Relationship Manager, TIAA Kaspick & Company

Mr. Underwood joined TIAA Kaspick in 2008 from the University of California, Berkeley where he was an Associate Director of Gift Planning. Prior to working at UC Berkeley, he was the Director of Gift Planning at The First Church of Christ, Scientist in Boston. He has over 25 years’ experience in gift planning and currently serves on the board of the National Association of Charitable Gift Planners. He served as President of the Planned Giving Group of New England in 2004-2005. He graduated with high honors from the American Bankers Association’s National Graduate Trust School, has a BS in Accounting from the University of Missouri-Kansas City, and earned an MBA with honors from Northeastern University.

Sep
19
Wed
September 19, 2018- Tax Cuts and Jobs Act: What the Tax Reform Bill Means for You and Your Favorite Charity @ Loma Linda University Health, Drayson Center, Collins Auditorium
Sep 19 @ 11:30 am – 1:30 pm

Tax Cuts and Jobs Act: What the Tax Reform Bill Means for You and Your Favorite Charity

The most significant tax reform in three decades was signed into law on December 22, 2017. Attend this high-level overview of some of the most significant changes, with an emphasis on provisions that affect incentives for charitable giving.

Speaker: Michelle C. Herting, CPA

Michelle provides a boutique service that combines tax planning and trustee work with litigation and attorney support. She has twenty years of experience working with local law firms as a trustee and trust advisor. Michelle is the president-elect of our local council of the National Association of Charitable Gift Planners. She is the vice president of the Estate Council of Riverside County and a frequent speaker at the Osher Institute at UC Riverside. This year, she also celebrates her thirtieth tax season. With no intentions of slowing down, she successfully passed the prestigious AICPA Accredited Business Valuation exam last year.

Nov
14
Wed
November 14, 2018- Looking for Gifts in all the Right Places @ University of Redlands
Nov 14 @ 11:30 am – 12:45 pm

Looking forGifts in All the Right Places

Speaker: Aviva Boedecker, Senior Consultant Sharpe Group

 

Mar
28
Thu
March 28, 2019 – 21st Century Philanthropy Planned Giving Steps to the Plate @ La Sierra University : Zapara School of Business Board Room, Room 131
Mar 28 @ 11:30 am – 1:30 pm

La Sierra Campus Map . The event will be in the Zapara School of Business board room (ZSB 131) . PLEASE park in lot O. 

21st Century Philanthropy Planned Giving Steps to the Plate

Thursday March 28, 2019

Ken Turpen, Vice President, Thompson & Associates

As institutional leaders deal with tighter budgets while seek greater philanthropic support, one wonders if planned giving officers and estate planning services will be given an opportunity to step to the plate. This fast paced educational session will share key factors for successfully building a complete philanthropy program while utilizing a planned giving platform.

Speaker: Ken Turpen, is Vice President at Thompson & Associates. With over 30 years of experience and a successful track record of fundraising Ken has expertise in all areas of fundraising including estate planning, planned giving, capital campaigns, major gifts and annual giving. Ken was named as a Fellow in Charitable Estate Planning (FCEP) by the Charitable Estate Planning Institute in 2016, and a Certified Fund Raising Executive (CFRE) by CFRE International in 1996 and still maintains both distinctions. An active member of the Association of Healthcare Philanthropy (AHP) and the Association of Fundraising Professionals (AFP). Ken is a board member of the Milton Murray Fund for Philanthropy, a former member of Rotary International, deacon in his church, and is an active volunteer in his community. His interests include golf, reading, Mexican food, and travel.

May
21
Tue
May 21, 2019 – Testamentary Life Income Gifts @ Frank Blue Room
May 21 @ 11:30 am – 1:30 pm

Testamentary Life Income Gifts

May 21, 2019

Linda Mazur, Senior Director of the Pomona Plan

Linda Mazur Bio:

Linda Mazur directs the Pomona Plan of Pomona College, her alma mater. Before joining Pomona’s planned giving team in 2010, she worked as an estate planning attorney in private practice, chairing the Probate, Trust, and Estate Planning Section of the Beverly Hills Bar Association in 1995. She is a graduate of UCLA Law School.

Event Description :

A real example of the good, the bad, and the ugly of life-income gifts funded through bequests or other estate planning techniques. What are the roadblocks and difficulties associated with these kinds of gifts, as well as the benefits? Mazur will share how Pomona College managed a recent testamentary life-income gift, including partnering with outside advisors. She will talk about the history of the gift, the qualified disclaimer process used to realize the gift from the decedent’s Individual Retirement Account, and the related legal, tax, accounting, and trust administration questions that had to be resolved once the gift matured.

Jul
23
Tue
July 23, 2019 – Life Insurance Settlements @ University of Redlands –Rancho Cucamonga Campus
Jul 23 @ 11:30 am – 1:30 pm

Life Insurance Settlements

July 23, 2019

Lisa Rehburg

500,000 seniors a year lapse their life insurance policies because they no longer want or need them, walking away with nothing.  Some of these seniors could be your donors.  Hear about how these policies can be turned into cash for donations.

Lisa Rehburg is President of Rehburg Life Insurance Settlements, a life insurance settlements broker.  Ms. Rehburg is energized by helping non-profit organizations and their donors benefit from unwanted or unneeded life insurance policies.  By having access to many investor groups, Rehburg Life Insurance Settlements can place more policies and realize a better return for clients.    Lisa has been in the health and life insurance industries for over 30 years.  She has held executive roles at carriers, general agencies and TPAs.   She holds a Bachelor of Arts degree in Finance and a Master of Arts degree in Organizational Development.  She can be reached at (714) 349-7981, lrehburg@aol.com or www.rehburglifesettlements.com.

Sep
18
Wed
September 18, 2019 – The 2018 US Trust Study of High Net Worth Philanthropy @ Loma Linda University Health – Collins Auditorium
Sep 18 @ 11:30 am – 1:30 pm

The 2018 US Trust Study of High Net Worth Philanthropy

September 18, 2019

Matthew Laufman, Senior Vice President, Philanthropic Strategist – Bank of America Private Bank – Philanthropic Solutions

Established in 2006, this groundbreaking study, conducted in partnership with The Lilly Family School of Philanthropy at Indiana University, is the largest and most comprehensive survey to date of the charitable practices and attitudes of wealthy Americans. The 2018 study will explore many of the same issues probed in earlier versions of this research, including how much, where, and why wealthy donors give their time and money. It will also expand into several new areas, such as how and the frequency in which donors measure and monitor the results in their giving. The findings in the 2018 study impact and inform the practices of donors, nonprofit organizations and advisors alike.

Matthew Laufman is a Senior Vice President and Philanthropic Strategist with Bank of America Private Bank Philanthropic Solutions group. Matthew’s responsibilities include providing in-depth philanthropic planning knowledge and tailored solutions to assist clients in pursuing their mission and goals.

Nov
13
Wed
November 13, 2019 – Building a Successful Bequest Campaign @ University of Redlands, Casa Loma Room
Nov 13 @ 11:30 am – 1:30 pm

Building a Successful Bequest Campaign

Andy Ragone, Integrated Marketing Specialist, Crescendo Interactive, Inc.

November 13, 2019

Imagine… a bequest pipeline large enough to move your organization forward well into the future. This session offers ideas to help you strategize for future bequest marketing campaigns.

Making connections and building trust best describes Andy’s passion as a writer, speaker, leader, husband and father. Andy comes to us with a church executive and digital-marketing background in the nonprofit arena. Having worked with three larger churches over the past 20+ years, Andy has appreciated the challenges of growing organizations—including the development of staff and culture, fund raising, volunteer coordination and marketing systems. Andy brings a big-picture perspective that brings vision, volunteerism and fund development together. Upon earning his M.Div. (Master of Divinity) from Phoenix Seminary in 1998, Andy ventured out to learn the ins and outs of pastoring—leading people forward in their connection with God and helping them develop in their capacity to care. This required finding the right people for the right roles, creating pathways to greater involvement and volunteerism, and developing future leaders for future expansion. Andy loves spending his downtime with family, writing and is ever in search of the ultimate espresso shot.

Mar
18
Wed
CANCELED: March 18, 2020 – Changes and the Future of Philanthropy @ Eisenhower Medical - Dining Room of the Annenberg for Health Sciences Building
Mar 18 @ 11:30 am – 1:30 pm

This Event Has Been Canceled

Changes and the Future of Philanthropy

Chris Marsh, Christoph Courth, & Jim Bruner

March 18, 2020

Clients have told us they want to change the world in positive ways – charitable gift planners help clients do this every day and we want to partner with you in this endeavor. Three thought leaders from UBS will provide insights on industry changes and the future of philanthropy. Through this open forum, you will have the opportunity to join this exciting discussion and hear the unique perspectives of three UBS thought-leaders through a Q&A format.

Chris Marsh, Managing Director at UBS Financial Services

Christoph Courth, Executive Director, Senior Strategist – West, Central Rockies Family Advisory and Philanthropy Services

Jim Bruner, First Vice President – Wealth Management

Parking is on southside of the building (best entrance is off Country Club (between Bob Hope and Monterey) at John L. Sinn Road.

Aug
26
Wed
August 26, 2020 – Opportunity Knocking: Non-Spouse Stretch IRAs, Annuities and IRA CRUTS @ Vitural Meeting (Zoom)
Aug 26 @ 12:00 pm – 1:00 pm

Opportunity Knocking: Non-Spouse Stretch IRAs, Annuities and IRA CRUTS

Linda Wight Mazur and Raymond T. Rotolo

August 26, 2020

The SECURE Act now requires most non-spouse heirs to take all of the money out of an inherited retirement plan within 10 years, instead of over their lifetimes.  Learn about these new rules, how they will impact donors, and charitable options for achieving payments stretched over a lifetime.

Linda Mazur leads the Gift Planning Department of Pomona College, her alma mater. Before coming to Pomona, Linda worked as an estate planning attorney in private practice, chairing the Probate, Trust, and Estate Planning Section of the Beverly Hills Bar Association in 1995. She is a graduate of UCLA Law School.   

Ray spent 14 years in the life insurance and financial planning field, with a 2-year time-out to serve as volunteer (with his wife) at the Kwai River Christian Mission with the American Baptist Churches in Thailand. In 1990, he became the Dir. of Planned Giving at George Fox University in Newberg, OR. Now in his 31st year in the planned giving profession, he became the Asst. Dir. of PG in 1995 at his alma mater (’76), Claremont McKenna College, and then the Dir. of PG in 2008. Because the College is young and has less than 1,000 alumni over age 70, the planned giving program is unique in that 95% of the donors to the program are non-alumni. Ray lives in Upland, CA, with his wife Diane, 2 fun-loving dogs, and a large tortoise who puts in an occasional appearance. They have 5 sons, all of whom are Eagle Scouts.