September 21, 2023, 8:30 am - 11:15 am


Courtyard Pasadena/Old Town, 180 North Fair Oaks Ave, Pasadena, CA 91103

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.

Consider having lunch with your colleagues at one of these restaurants near the meeting venue.

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.



 Session Details

9 am - 10 am: The Wacky World of Gift Acceptance Policies: Get Yours in Order Before the End of the Year (so you know if you should accept that timeshare!)                            

An interactive discussion on the reason for and value of gift acceptance policies. The intent is to assist charitable planners and their organizations to more easily make decisions about what gifts to accept (and what gifts to turn down and why) as we move into the end of the charitable year. This presentation will focus on the nuts and bolts of policies and how good policies can assist you and your leadership in analyzing whether to take some out-of-the-ordinary gifts, such as gifts from cannabis stores, cryptocurrency, cemetery plots, and other unique assets donors want to give you.

10:15 am - 11:15 am: Donating Appreciated Stock to Charity? Timing is Everything.

When a business owner considers selling their business, an option to minimize the tax impacts of a sale that is often discussed is for the owner to donate a portion of the appreciated stock to a charity before the sale is complete. This presentation will discuss the Tax Court's holding in the Estate of Scott M. Hoensheid, et al. v. Commissioner (T.C. Memo 2023-34) and why timing matters when donating appreciated stock from the sale of a company.

Meet the Speakers

  Carol Bradford Worley is Senior Counsel for the California Community Foundation (CCF), a 501(c)3 public grantmaking foundation in Los Angeles. She serves as CCF's chief legal officer in addition to focusing on charitable asset development for the organization. Before her move to the nonprofit sector in 2001, Ms. Worley practiced law in Los Angeles with an emphasis on business litigation. Ms. Worley is active in the nonprofit legal community as a member of the Business Law Section of the State Bar, and the Non-Profit Section of the Los Angeles County Bar Association and holds officer positions in several Los Angeles area estate planning councils. She is a frequent speaker on legal and tax issues surrounding complex charitable gifting and grantmaking as well as the business of community foundations. Ms. Worley holds a Bachelor of Arts degree from CSU Fullerton, and a law degree from Loyola Law School in Los Angeles.
  David Trailov is an estate planning attorney who has extensive experience in estate and income tax planning and administration. Mr. Trailov also regularly advises clients regarding charitable planning as well as how to establish and operate an exempt organization.


When & Where

Thursday, September 21, 2023
8:30 AM - 11:15 AM 

Where (NEW VENUE!)
Courtyard Pasadena/Old Town, 180 North Fair Oaks Ave, Pasadena, CA 91103

Complimentary parking. Consider having lunch with your colleagues at one of these restaurants near the venue.

8:30 AM - 9:00 AM, Breakfast
9:00 AM - 10:00 AM, Morning Session

10:00 AM - 10:15 AM, Break
10:15 AM - 11:15 AM, Mid-Morning Session
11:15 AM, Adjournment

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 sponsors and exhibitors will only be used to inform the attendee of promotions and networking opportunities with the program sponsors 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/exhibitors, you will have the option during registration to choose whether you wish to receive notifications and opportunities from the program sponsors/exhibitors via email or mail.

Continuing Education
SoCalCGP 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.