JANUARY GENERAL MEETING

January 18, 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: Planned Giving Program Tips for a Small Shop

Whether you’re starting up, revising, or planning to expand a planned giving program in a small office, this session demonstrates ten program assessment tips as you prepare to launch the new year.

10:15 AM - 11:15 AMBank of America Study of Philanthropy

In recent years, the world has witnessed challenges that have changed donors' perspectives and their charitable giving. Explore the results from the 2023 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households, the ninth in the research series conducted in partnership with the Indiana University Lilly Family School of Philanthropy. This new study examines emerging trends, new giving patterns and shifting behaviors of U.S. affluent households that will influence philanthropy now and in the future.

Meet the Speakers

Planned Giving Program Tips for a Small Shop

Vince Fraumeni is the Director for Planned Giving at Cal Poly Pomona. He graduated from Whittier College in 1969 and earned a Master of Arts in Education in 1972. He began a career in Education as an elementary and middle school teacher, and a community college instructor. His work as an alumnus volunteer led to his second career as a professional fundraiser.

Vince has specialized in Planned Giving since 1982 and has helped organizations raise more than $68 million in planned and major gifts. He developed planned giving programs for Whittier College, Children's Hospital Los Angeles, the House Ear Institute, Chapman University, and Anaheim Memorial Medical Center. For nineteen years Vince ran his own business as a fundraising consultant working with non-profit organizations and was a regular sponsor of the Western Regional Conference on Planned Giving.

Vince has trained countless fund raisers and financial advisors about planned and has conducted workshops and been a presenter at conferences throughout the country. He is a founding faculty member of the American Institute for Philanthropic Studies, is a former board member for National Association of Charitable Gift Planners (Formerly NCPG), and served as president of two local councils, Los Angeles and Orange County. He has written articles for many professional and vendor publications and is a frequent webinar presenter.

Vince and his wife Penny have been married for 54 years. For fun, they have traveled extensively throughout the world, have been on 45 cruises and have visited 43 different countries. They spend time with their children and three grandchildren and are community volunteers. Penny has been a school board president. Vince is an Eagle Scout and recently received a District Award of Merit presented to volunteer Scouters from the Orange County Council Boy Scouts.

He is the 2023 recipient of SoCalCGP’s Distinguished Service Award.

Bank of America Study of Philanthropy

Michael Wagschal is Managing Director, Endowment and Foundation Specialist for Bank of America Private Bank, West Coast Division for Philanthropic Solutions. He joined Bank of America Private Bank (formerly U.S. Trust) in 2000. His primary role is to assist the bank and its advisors when establishing business relationships with nonprofit institutions involving endowment and planned giving assets, as well as individuals with their charitable planning. He positions the firm’s institutional investment management, fiduciary oversight and philanthropic advisory services to public charities and private foundations.

Michael's 36 years in the philanthropic sector has extended from being Director of Development at the American Heart Association, Maryland Division to Vice Chancellor for the Endowment at the University System of Maryland Foundation. He has worked at such nationally recognized institutions such as the American Cancer Society and Scripps Foundation for Medicine and Science. Throughout his career Michael has held leadership positions in the philanthropic arena. He has served as president of the Planned Giving Roundtable of San Diego County and served as a board member for such organizations as the American Cancer Society, OneOC and Heritage Point home. Michael is a frequent speaker on philanthropic trends and issues presenting at such conferences as the Western Regional Planned Giving Conference, the Northern California Philanthropic Symposium, The Jewish Federations of North America's General Assembly and The Stanford University Summit on Philanthropy. He has been quoted in the Washington Post, The Los Angeles Times, and the Orange County Business Journal. Michael holds his B.A. from the University of Maryland. 

Joe Bui is a Managing Director and Endowment and Foundation Specialist at Bank of America Private Bank. He leads a team of professionals to coordinate Bank of America's outreach to its endowment and foundation clientele, helping advance their underlying missions through integrated investment policy, fiduciary services, administration, governance, and leadership development. He aligns fiduciary investment offerings and philanthropic services with the unique needs of educational endowments, arts and cultural institutions, healthcare, and faith-based organizations, and foundations, and donor-advised funds.

His 22 years of nonprofit experience began at The Boys & Girls Club in Orange County in education programming, after which he joined Merrill Lynch in 2001 with a focus on working with nonprofit organizations and private foundations. Joe has also been responsible for leading philanthropic efforts at J.P. Morgan and FidelityCharitable. He joined Bank of America Private Bank (formerly U.S. Trust) in 2018. Joe currently serves on the boards of QueensCare and the McIntyre House. He obtained a Bachelor of Arts from The University of California, Irvine where he was a Phi Beta Kappa graduate. Joe holds the Chartered Advisor in Philanthropy® (CAP®) designation from The Irwin Graduate School of the American College.

 

When & Where

When:
Thursday, January 18, 2024
8:30 AM - 11:15 AM 

Where (NEW VENUE!)
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 is available.

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, Planned Giving Program Tips for a Small Shop
10:00 am - 10:15 am, Break
10:15 am - 11:15 am, Bank of America Study of Philanthropy
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 prior to 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.