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Session 1 | Charitable Strategies for Business Transitions

Speaker

Rebecca L. Gennaro, JD, CAP®
Senior Philanthropic Advisor, Executive Director
Wells Fargo Trust

Description

In business exit planning, timing is everything, and that includes gift planning for charitably inclined owners. Putting the right strategy in place at the right time can reduce taxes and preserve more for exited owners to give to their favorite charities. Leveraging real case studies, we will equip advisors with strategies that integrate wealth, tax, estate, and charitable considerations.

Session 2 | Roundtable: Applying Charitable Strategies for Business Transitions

Speakers

Abigail Oduol, MA, CFRE
Senior Development Officer, Planned Gifts
Earthjustice

Rashaan Coleman, CFP®, CEPA®
Financial Advisor
Morgan Stanley

Description

This interactive roundtable builds on the morning session by taking a deeper dive into charitable strategies for business transitions through the lens of planned gift professionals. Participants will discuss practical applications, donor conversation opportunities, and ways to partner effectively with advisors when business owners are considering charitable giving as part of a transition.

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

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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.