Have you been involved in Planned Giving for a while? Do you want to go deeper and understand the tax aspects of Charitable Planned Giving so you can educate your donors on how taxes influence the type of planned gift vehicles they should consider? Are you ready to “think outside the box” and prepared to talk about multiple planned giving strategies to more closely meet your donor’s objectives as well as the nonprofit you represent?

Then this “Planned Giving 201” class is designed for you!

Speakers:

• Susanna Kim, Partner, Withers
• Stephanie Buckley, Head of Philanthropic Services, Wells Fargo Philanthropic Services

Susanna Kim is a partner in the private client and tax team at Withers.

Susanna is certified by the State Bar of California Board of Legal Specialization as a legal specialist in Estate Planning, Trust, and Probate Law. She focuses her practice on estate planning for individuals and their families, developing sophisticated tax minimization techniques for clients. She also advises clients on charitable trust planning, post-mortem trust administration and California property tax issues relating to transfers of real property.

Prior to her career in the private client field, Susanna was a corporate attorney at a global law firm advising private equity and real estate investment managers on fund formation and SEC compliance matters.

Susanna serves on the executive committee of the Los Angeles County Bar Association's Trusts and Estates section.

Stephanie Buckley serves as the Head of Trust Philanthropic Services within the Wealth & Investment Management division at Wells Fargo Bank. She leads a national team of specialized philanthropic advisors who help charitable individuals and families work toward their unique philanthropic goals. They also assist nonprofit organizations with asset management and board governance as they pursue their tax-exempt missions. She is responsible for enhancing the bank’s philanthropic offering to clients, helping her team deliver exceptional client service, and managing risk.

Prior to joining Wells Fargo, Ms. Buckley worked at Pepperdine University for over 10 years as an associate vice chancellor. There she worked with current and prospective donors to structure gifts in the most tax efficient manner, including identifying and creating estate and financial planning tools specific to each donor’s needs. She also raised major gifts, managed the law school’s board of visitors, and taught as an adjunct faculty member. Ms. Buckley has worked in philanthropy for more than 24 years. 

Ms. Buckley earned a Bachelor of Arts in Economics with high honors from the University of California, Santa Barbara, a Juris Doctor with a specialization in business law from the University of California, Los Angeles School of Law, and a Master of Laws in taxation with honors from Loyola Law School in Los Angeles.

Ms. Buckley is a member of the State Bar of California (not currently practicing), on the editorial board for Planned Giving Today, a trustee for Heifer International Foundation, and a past president for the Southern California Council of Charitable Gift Planners. She serves on the faculty of the American Institute for Philanthropic Studies and formerly taught at UCLA Extension. Ms. Buckley is a former Division I college gymnast.

Schedule:

8:30 am – 9:00 am Registration & Light Breakfast

9:00 am – 12:00 pm Program

12:00 pm – 12:30 pm Lunch

12:30 pm – 2:00 pm Program cont.

Fee:

$99

Location:

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

Click here to register.

Do you have an idea for a presentation? SoCalCGP is always looking for members and colleagues to share ideas, strategies, and real-world stories. Complete this short form to submit your session proposal—we’d love to learn from you!

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 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.