REGISTER HERE

Session 1: Strategic Planning Opportunities with Donor Advised Funds 

• Jasmin Cimmarrusti, CFP®, ChFC®, Charitable Strategist, Ren

Jasmin Cimmarrusti will be discussing how DAFs can strengthen client relationships, provide valuable tax benefits, and integrate seamlessly into comprehensive financial plans. This presentation will combine DAF 101 and 201 concepts.

Session 2: 

• Rudy Flesher, CAP®, Regional Director, West, National Philanthropic Trust (NPT)
• Emily Stork, JD, Senior Planned Giving Officer, California Community Foundation

Session 1 Speaker

With over two decades in financial services, Jasmin Cimmarrusti drives donor-advised fund growth at Ren by leveraging her expertise in wealth management, advisor partnerships, and client advisory services. She holds a B.S. in Business Administration from California State University, Northridge, and is a CFP®, ChFC®, and Certified Wealth Strategist (CWS®).

Session 2 Speakers

Rudy Flesher, CAP® is Regional Director, West at National Philanthropic Trust, where he partners with financial advisors across Southern California, Arizona, and New Mexico to help clients achieve their philanthropic goals. Based in Los Angeles, he brings over a decade of experience in community-based fundraising, grantmaking, and social impact consulting, including training more than 250 individuals in fundraising and mission-driven storytelling. Rudy holds a B.A. from The College of New Jersey and an M.F.A. from the University of Southern California.

As Planned Giving Officer, Emily Stork leads CCF’s Sartori Circle program, which recognizes and brings together donors of testamentary gifts who have decided to make a long-term impact on the lives of others through their charitable bequests. Emily works closely with donors during their lifetimes to ensure their bequests, whether they include gifts of real estate, closely-held stock or other gifts of cash or complex assets, fulfill donors’ philanthropic visions for supporting the causes they care about the most. Emily also promotes CCF’s gift planning services by developing and deepening relationships with donors, advisors, and nonprofits.

Prior to joining CCF, Emily served as the Director of Development for The ALS Association Golden West Chapter. In that position, she expanded the Chapter’s planned giving, major gifts, and annual fund programs. Her interest in planned giving began when she worked for her alma mater, Mount Holyoke College, as a Major Gift Officer. Emily brings over eleven years of fundraising experience, a legal background, and a love for Los Angeles and its diverse communities to this position.

Emily earned her Bachelor of Arts degree from Mount Holyoke College in International Relations and Spanish and her Juris Doctorate from Loyola Law School. After college, Emily was awarded a Fulbright Fellowship to study in Argentina.

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

Fee:

$50 Members, $75 Nonmembers

Location:

Braille Institute
Weingart Center
741 N. Vermont Ave
Los Angeles, CA 90029

REGISTER HERE

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.

Email/Mail ReleaseSoCalCGP 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.

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 education session is applicable for 2.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

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.

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.