Planned Giving

When: Sep 4, 2025 from 12:00 PM to 01:30 PM (PT)

Associated with AFP CA, Yosemite Chapter

Thank you for your interest. This event is SOLD OUT!

Planned Giving

Presented by Lou Friedman and Amy Jeffries
Gianelli | Friedman | Jeffries | McKernan

Planned giving allows for generous, impactful contributions to charitable causes, offering both significant personal benefits and support for vital missions. Planned gifts are typically much larger than typical annual donations, providing substantial financial support for the organization's mission. Planned giving refers to providing for a charitable organization in your donor's financial and estate plans, allowing for a larger gift than they could make from their income alone. Common methods include charitable bequests, gift annuities, and gifts from retirement accounts or life insurance policies. Benefits for donors can include tax deductions and the ability to leave a significant legacy, while nonprofits receive substantial funding for their missions. Donors can have a lasting impact through support of a cause they believe in by naming your nonprofit as a beneficiary.

Does your nonprofit have a planned giving program in place? If so, what are best practices for managing it? If not, is it time to consider creating one? What are some good ways to begin the conversation around planned giving.

Join AFP Yosemite on September 4th to learn the ins and outs of planned giving program from expert trust attorneys Louis "Lou" Friedman and Amy Jeffries.

Lou Friedman “I'm honored to work with successful families as they pass on their businesses and their estates and their values to the people and causes important to them.”

Louis Friedman, Attorney

Louis "Lou" Friedman joined Gianelli | Friedman | Jeffries | McKernan in 2012. Lou’s law practice emphasizes the areas of Estate Planning, Finance, Business Organization, Succession Planning, Charitable Gifting and Asset Protection. He believes in giving his clients innovative solutions for their legal issues.

“My primary focus is understanding and responding to client needs. I keep my mind on the objective, not on the obstacle.”

Amy Abid Jeffries, Attorney/Partner

Amy joined Gianelli | Friedman | Jeffries | McKernan in 2021 and became a shareholder in 2023. She focuses on estate planning, business transactional work and business planning. Her practice areas include estate planning, probate, trust administrations and terminations, entity formation and dissolution, sales agreements, lease agreements, gifting and business succession planning.

This meeting is being hosted by Center for Human Services

When: September 4, 2025, 12:00 - 1:30pm

Where: Center for Human Services

2000 W. Briggsmore Ave., Modesto

Center for Human Services (CHS) is changing lives and building futures through programs that strengthen and support youth and families. They are a local nonprofit serving youth and families in Stanislaus County through prevention, education, intervention, shelter, counseling and treatment services. They help meet the basic human needs of people in our community every day by providing concrete support in times of need and a caring environment. Each year they serve over 10,000 children, individuals and families in several core program areas.

Lunch, Networking & Announcements 12:00-12:15, followed by the presentation.

AFP membership not required.

AFP Members may bring a guest free of charge once each year.

AFP Members: $15.00
All others: $25.00

Lunch, from Olive Garden, will be provided.

Full participation in Planned Giving is approved for 1.25 CFRE CEU credits in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

2025 CFRE Approved

Download your 2025 CFRE Tracker here.

Location

Center For Human Services
2000 W. Briggsmore Ave.
Modesto, CA 95350