2017 Conference Workshops Handouts
What Equity, Diversity, and Inclusion Look Like in Fundraising
Vu Le, Executive Director, Rainier Valley Corps
Misgiving: How Our Infatuation with Charitable Endowments is Hurting the Very People and Causes We’re Trying to Help
Alan M. Cantor, Principal and Founder, Alan Cantor Consulting LLC
Building Your Airplane While Flying It: How to Start a Planned Giving Program From Scratch (While Balancing Everything Else!)
Launching a planned giving program?
Feeling overwhelmed? You are not alone. Learn from the successes (and failures) of others in the same situation.
SF-Marin Food Bank
California State University, East Bay
Moderator: Jeremy Benjamin
San Francisco General Hospital Foundation
Maximizing Estate Gifts - Understanding Your Organization's Rights as a Beneficiary
Congratulations! You’ve just been notified that your organization is the beneficiary of an estate gift. Now what? Discover your rights as a charitable beneficiary so you can decide when to press and when to be patient in order to maximize the gift.
Linda P. Spuck, CFTA
You're Sitting on a Gold Mine: Marketing Planned Gifts
Leverage your existing communications' picks and shovels to give way to planned giving gold. Strategies are designed for small shops and large institutions alike.
Renee Alanko, MBA
University of California, Berkeley
From Good to Great: Charitable Gift Annuities as a GREAT Planning Tool
Charitable Gift Annuities provide charitable solutions to donors’ taxing problems. Should you have a program or borrow one?
The Salvation Army
CULTIVATION & MARKETING TRACK
Incorporating Blended Gifts
Hear from experienced panelists how incorporating blended gifts can be a strategic approach to gift planning. It provides for collaboration both internally and externally and helps meet both donor and institutional objectives by creating partners in philanthropy.
Jane A. Cook, CTFA
Liz Gallegos Glynn, CFRE
Santa Clara University
Kevin Hughes, JD
John Muir Health Foundation
Moderator: Donna M. Bandelloni
California Pacific Medical Center Foundation
Using the Internet to Create An Effective Planned Giving Program
Learn how to create an effective online planned giving program, including effective methods to get donors engaged quickly and effectively.
Dynamic Storytelling – How to Create and Deliver Presentations That Inspire Your Donors and Motivate Their Advisors
In this energetic session, you will learn why presentations are magical, how to get attendees to attend, and how to deliver a stellar performance.
Lani Starkey, JD, LLM, CPA
Fifty Rock Conslting LLC
Donor Cultivation Strategies
Learn effective strategies to cultivate and engage donors while working with limited resources, a small staff or volunteer board members.
Amanda Kiernan Martin, JD
Episcopal Diocese of California
FINANCE & ADMINISTRATION TRACK
New Accounting Rules on Reporting Endowments and Restricted Funds
Learn about upcoming changes that will impact how financial results are reported and presented to your donors, foundations and your board members.
Daniel Figueredo, CPA, CGMA
Nathan Farris, CPA
Endowments and More
This session will review the law of endowments, and then turn to current issues such as spending rates, releasing restrictions, and the changing accounting standards.
Erik D. Dryburgh, Esq.
Adler & Colvin
Best Practices in Gift Acceptance Policies
Knowing the rules of the road for raising funds at your institution is critical to your success. Understanding good development guidelines can get you there.
PG Calc, Inc.
Leadership: A Theoretical and Practical Guide
In this workshop you will learn some theories and tools on leadership that will help you if you aspire to a position of leadership or already are leading now.
Kevin T. Crilly, JD
University of California, Berkeley
Let's Make a Deal: Charitable Gifts of Real Estate
A practical discussion about how to accept gifts of real estate to fund planned gifts and direct gifts
Carol Bradford, JD
California Community Foundation
William Finestone, Esq.
Blank Rome LLP
When Your Donor has a Donor Advised Fund
Have you ever had a gift solicitation in process, ready to close the gift only to have the donor say, "We are so excited! We opened a donor advised fund today!"? What does this development mean for you, the gift in play and your relationship with the donor? This program will guide fundraisers trying to successfully navigate use of this creative giving vehicle.
Sindy L. Craig, JD, LLM
The San Francisco Foundation
8 Cool Ways Your Donors Can Give with CRTs
Come get a quick CRT review followed by several case studies that describe creative ways to use a CRT to help donors make charitable gifts.
Gregory W. Baker, JD, ChFC, CFP, CAP
Renaissance Charitable Foundation, Inc
CRTs in Midlife Crisis: Terminating, Accelerating and Fixing Charitable Remainder Trusts
A CRT may make perfect sense at the time it is established. But these irrevocable trusts can last for decades and many things can change over time, including a donor’s income requirements and philanthropic objectives, and it may be desirable to change the arrangement to fit changed circumstances (or simply to correct mistakes). We will explore alternative ways to terminate, accelerate and alter CRTs and the tax consequences of each alternative.
David Wheeler Newman, Esq
Mitchell Silberberg & Knupp LLP
SPECIAL TOPICS IN PLANNED GIVING
Session 1: 9:30am-10:45am
Post-Election Charitable Planning and Hot Philanthropic Trends
Given recent and proposed changes in tax law, the need to carefully plan charitable gifts for optimal tax benefits is now more important than ever.
Justin T. Miller, JD, LLM, TEP, AEP®, CFP®
Session 2: 11:00am-12:15pm
Breaking Out of the Boxes: How “Aspirational Impact Funds” Can Help Your Organization Achieve Real Impact, While Giving Your Donors the Recognition They Deserve
Our plenary speaker will go into greater depth about innovative hybrid funds that can both directly meet mission and donors' need for recognition.
Alan M. Cantor
Alan Cantor Consulting LLC
Session 3: 1:45pm-3:00pm
From Lawrence Welk to Lady Gaga; Bridging the Generational Divide in Family Philanthropy
Learn how families successfully engage multiple generations in giving and how their wealth managers, financial planners, CPAs, attorneys and other professional advisors can create lasting relationships with their clients and their families through charitable giving.
Lawrence Welk Family Foundation
Session 4: 3:15pm-4:30pm
Effective Compassion: Working with Grievers
Grief is a touchstone of humanity. And yet, few of us are comfortable with grief in others. This workshop will provide you with concrete tools for working with grievers compassionately and effectively.
Elizabeth "Libby" Palomeque, CFP, CGRS, Level 2 Degriefing Practitioner
First Republic Investment Management
- Details subject to change without notice.