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Welcome to the SoCalCGP Newsletter. The newsletter provides links to this page. Please see below for the items that appeared in the October 2025 issue.

Member Profile

Fernando Sanchez, CFP®
Manager, Wealth Management, Aspiriant

As a Wealth Manager at Aspiriant, Fernando supports and leads teams within the firm’s Exclusive Family Office group. He plays a key role in delivering high-touch service by assisting with every stage of the wealth planning process. As a dedicated advisor to ultra-high-net-worth families, he specializes in navigating the complexities of wealth with a thoughtful, strategic, and deeply personalized approach. His work centers on helping clients preserve, grow, and purposefully transfer their wealth across generations, while aligning their financial legacy with their personal values and philanthropic goals.

He brings extensive experience in comprehensive wealth planning, integrating charitable giving strategies, sophisticated income and estate tax planning, multigenerational wealth transfer, and tailored investment management. Collaborating closely with families and their trusted advisors, he helps design and implement cohesive, forward-looking plans that address not just financial needs, but also family governance, legacy, and impact.

He earned a Bachelor of Science with a Joint Major in Mathematics and Economics from the University of California, San Diego, and graduated with distinction from UCLA’s Personal Financial Planning program. She is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent— the highest credential awarded by the IRS. He is also an active member of the Financial Planning Association and the Southern California Council of Charitable Gift Planners.

Outside of his professional life, he enjoys playing guitar, reading, and attending performing arts events such as symphony, opera, and jazz concerts. He is newly engaged and excited to soon marry his fiancée, Anais, and begin their life together.

Fernando is also deeply engaged in the Greater Los Angeles community and regularly volunteers with organizations that promote financial literacy, offer pro-bono financial planning, and expand student access to the performing arts. Fernando is on the Board of Directors for Southern California Council of Charitable Gift Planners and the Opera League of Los Angeles, serving as Treasurer at both organizations.

Philanthropic Planning in 2025

This article was provided by the Institutional Asset Management Team at PNC Bank, a SoCalCGP Sponsor.

Last call for a full deduction… Act now!

The One Big Beautiful Bill Act that became law on July 4, 2025 will change some of the rules for charitable tax deductions starting in 2026. As a result, some donors may be motivated to make larger donations by year-end 2025, before these changes go into effect. PNC Institutional Asset Management has created a short guide to help you communicate with donors to encourage donations before year-end.

Itemizing deductions
For 2025, charitable contributions are only deductible as itemized deductions. Beginning in 2026, if itemizing, charitable contributions will be deductible only to the extent that they exceed 0.5% of the taxpayer’s contribution base (the floor). For example, with a contribution base of $200,000, the first $1,000 of charitable contributions would not be deductible. Also, for those who pay income tax at the highest marginal tax rate (37%), in 2026, itemized deductions will be limited to 35 cents on the dollar (as opposed to 37 cents).

Click here to read more about how these policy changes may affect gifts of non-cash assets and gifts to donor-advised funds, as well as how bunching strategies and tools, such as charitable remainder trusts or qualified charitable distributions, may be more advantageous for donors.

WRPGC 2026

Registration is now open for the 2026 Western Regional Planned Giving Conference—lock in early bird rates by March 27!

For anyone guiding donors or clients in creating meaningful, tax-efficient gifts, this conference offers timely insights, strategies, and connections to navigate today’s changing landscape.  

Featuring multiple tracks, nationally recognized keynote speakers (to be announced soon), and ample networking opportunities, the program delivers both inspiration and practical takeaways you can use immediately. Attendees also earn CE credits (CSPG, CFRE, MCLE, CAP, IPA, CFP, and more), making this a clear return on investment for you, your organization, and the donors and clients you serve.

For those traveling from outside the region, the conference is also an excellent chance to combine professional development with donor and client visits in Southern California.

There’s still time to contribute to the program—speaker proposals are due by November 1.

CLICK HERE TO REGISTER

Call for Proposals

What We’re Looking For 

We’re seeking session proposals that align with our 2026 conference theme:

Beyond Momentum: Innovation, Legacy, and Impact. 

Whether your topic speaks directly to the theme or addresses essential elements of charitable gift planning and philanthropy, we welcome a wide range of submissions-- from foundational to advanced-- designed to serve both seasoned experts and those newer to the field.

Shaping the Future of Gift Planning

As one of the nation’s largest and longest-standing councils, serving one of the most diverse regions in the country, SoCalCGP is curating a conference that is dynamic, engaging, and deeply relevant to today’s charitable gift planning landscape.

Who Should Submit

We invite charitable gift planners, philanthropy advisors, and allied professionals, including trust and estate attorneys, wealth managers, CPAs, philanthropy advisors, and more, to submit proposals that inspire, educate, and reflect the evolving nature of our work.

Key Dates to Know:

  • Proposal Deadline: November 1, 2025
  • Notification of Status: By December 12, 2025
  • Early submissions and multiple proposals are welcome!
  • Proposals submitted after November 1, 2025, will be considered for general education sessions during the year.

Please note that we typically receive more proposals than we can accommodate. Sessions are selected based on a range of factors, including alignment with SoCalCGP values, quality and substance of the proposal, relevance, and overall program balance.

Click here to submit proposal