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Planned Giving Through the Looking Glass

COST: [$45 for non-members, $35 for CGP members]
Organizer: Santa Barbara Council of Charitable Gift Planners
Posted by:kkawaguchi

Don’t miss the opportunity to learn from Carla’s two decades of experience in the field. Between a professional advisor network of hundreds to accepting planned gifts of every type to creating a large Legacy Society, Carla will share tips on building your own exceptional program. Suzi will be the moderator for this presentation.

 

Carla Long joined Cottage Health in 2004 as Director of Planned Giving to focus on deferred gifts to Cottage’s family of hospitals and affiliated Foundations. Ms. Long works closely with the Cottage development team in soliciting new deferred gifts – trusts, gift annuities, and estate gifts—as well as providing stewardship for those who have already remembered Cottage through an estate or a trust. Prior to Cottage Health, Ms. Long served in positions with the Foundation for Santa Barbara City College, The UCSB Foundation, as well as A-M Homes, formerly a Santa Barbara-based regional homebuilder. Her extensive expertise includes knowledge of donor cultivation, finance and accounting, investing, and real property, all vital to the success of a planned giving program.

 

Suzi Schomer is a Senior Vice President and Wealth Strategist in the Wealth Management Group of Montecito Bank & Trust. She has over 35 years of experience in financial services with expertise in trust and investment management working with local Central Coast clients and in the Portland, Oregon and Austin, Texas markets. Her experience includes the development and implementation of wealth management strategies for multifaceted, complex trust, investment management, nonprofit and private banking clients.

 

Bring your questions for this interactive program.

 

Full participation in Planned Giving Through the Looking Glass held on Wednesday, February 8, 2023 is applicable for 1.0 point in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

 

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