September 13, 2022 – How to Meet Donors’ Needs Through Planned Giving

September 13, 2022 @ 3:30 pm – 5:30 pm
The Music Academy
1070 Fairway Rd
Santa Barbara
CA 93108
Jill Rode

How to Meet Donors’ Needs Through Planned Giving

September 13, 2022

Jim Rivera, Chief Philanthropic Counsel at Ventura County Community Foundation, and Bill McMorran, Senior Partner with Green Oak Consulting Group, will share insights into how the needs of donors can be meet through planned giving. They will how Charitable Gift Annuities, Charitable Remainder Trusts, and other gift planning vehicles can enhance financial planning conversations with donors. This session will benefit non-profit professionals as well as philanthropic and financial advisors. Following the presentation in Weinman Hall, there will be an al fresco happy hour for attendees on the beautiful Lind Patio, all located on the enchanting campus of the Music Academy.


Jim Rivera, Ventura County Community Foundation

A life-long resident of Ventura County, Jim has 40 years of experience in nonprofit executive management and fund development. He joined the Ventura County Community Foundation (VCCF) as its Chief Compliance Officer in June 2015 and now serves as VCCF’s Chief Philanthropic Counsel. His prior professional positions include serving as Chief Operating Officer and Interim CEO for the Santa Barbara City College Foundation; Vice President with Netzel Grigsby Associates, Inc., a management and fundraising consulting firm; Vice President of Administration for the Santa Barbara Foundation; and President & CEO of Visiting Nurse and Hospice Care of Santa Barbara, now known as VNA Health. Jim began his nonprofit management career as a United Way professional in both Ventura and Santa Barbara counties.

He has served on the boards of directors for the following organizations: Mary Health of the Sick; Rancho Camulos Museum; Hutton Parker Foundation; Museum of Ventura County; Cultural Affairs Commission for the City of San Buenaventura; Nonprofit Support Center; Ventura County AIDS Partnership, Santa Barbara Hispanic Achievement Council; and El Concilio.


Bill McMorran, Green Oak Consulting

After graduation from Princeton and Princeton Theological Seminary, Bill McMorran spent 10 years in Washington D.C. developing AARP’s national tax and health programs. This included working closely with IRS and Congress in tax legislation, taxpayer education and volunteer outreach. In 1986, he formed Green Oak Consulting Group to develop planned giving and fund development services for healthcare, arts and older adult charities. Green Oak has grown steadily offering consulting, administrative, investment, trustee and actuarial/underwriting services to an array of charities across the country.

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