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Northern California Planned Giving Council

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Join NCPGC
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Conference Program

Sessions begin at 8:30 AM and end at 12:30 PM for both days
DAY 1: TUESDAY, MAY 4, 2021

8:30 – 9:10 Welcome and Keynote Speaker
9:10 – 9:20 Break - The Zoom Room will be open! Come visit with friends and sponsors!
Breakout 1
9:20 – 10:20 Speaker 1 – Basic
9:20 – 10:20 Speaker 2 - Technical 
10:20 – 10:30 Break - The Zoom Room will be open! Come visit with friends and sponsors!
Breakout 2
10:30 – 11:30 Speaker 3 – Basic
10:30 – 11:30 Speaker 4 - Technical 
11:30 – 11:40 Break - The Zoom Room will be open! Come visit with friends and sponsors!
11:40 – 12:10 Ask the Experts
3 breakout rooms hosted by a sponsor and an “expert,” including some of NCPGC’s fabulous Basics faculty. Bring your burning questions! Sample topics for breakout rooms include:
• CRTs • UPMIFA / endowments • Gift Acceptance issues • Donor Capacity issues • Estate waivers / administration issues
12:10 – 12:30 Closing. Details TBD.


DAY 2:  WEDNESDAY, MAY 5, 2021

8:30 – 9:00 Introduce Scholarship Recipients
9:10 – 9:20 Break - The Zoom Room will be open! Come visit with friends and sponsors!
Breakout 1
9:20 – 10:20 Speaker 5 – Basic
9:20 – 10:20 Speaker 6 - Technical
10:20 – 10:30 Break  - The Zoom Room will be open! Come visit with friends and sponsors!
Breakout 2
10:30 – 11:30 Speaker 7 – Basic
10:30 – 11:30 Speaker 8 - Technical
11:30 – 11:40 Break - The Zoom Room will be open! Come visit with friends and sponsors!
11:40 – 12:20 Plenary Speaker
12:10 – 12:30 Closing. Details TBD.


REGISTER HERE

Speakers:

 Basics Track:
1. Bill Ruettinger, Sr. Director, Gift Planning & Endowment, KQED:  "Planned Giving's Greatest Hits: The Most Common Gift Types and Their Functions"
2. Aviva Boedecker, Gift Planning Consultant, Heaton Smith Group:  "The 7 Biggest Planned Gift Marketing Mistakes and How to Avoid Them"
3. Linda Spuck, Founder, Linda Spruck Consulting:  "Starting a Planned Giving Program from scratch"
4. Hal Abrams, Vice President, Clark College Foundation:  "The Intersection of Planned Gifts and Major Gifts"

Technical Track:
1. Erik Dryburgh, Principal, Adler & Colvin:  " UPMIFA: Open Issues and Conundrums"
2. Amanda Martin, Office of Gift Planning, CPMC Foundation  & Blake Grossman, Associate Director of Planned Giving, Stanford University:  "CGA's Beyond the Basics"
3. Stephanie Buckley , Dr. Regional Fiduciary Manager Philanthropic Services, Wells Fargo Private Bank, and Tamara Wallenstein, Philanthropic Specialist, Wells Fargo:  " Charitable Strategies for Business Owners"
4. TBD

Plenary:
David Greco, Founder, Social Sector Partners: “The Full Cost of Fundraising: Supporting Equity and Economic Opportunity” 

Keynote:
LeeAnn Woodward, Regional chief Development Officer, American Red Cross “Equitable Disaster Fundraising” 
DOWNLOAD EVENT PROGRAM HERE.

DOWNLOAD EVENT FLYER HERE.

DOWNLOAD EVENT SPONSORSHIP PACKET HERE.


© 2017-2021 Northern California Planned Giving Council                                   Website Hosted By LiveImpact
  • Home
  • About Us
    • Council History
    • Council Leadership 2021
    • Donate
    • Get Involved
    • Recognition >
      • Hoffmire Award
      • Philanthropist Award
    • Privacy Policy
    • Contact Us
  • Membership
    • Join/Renew
    • Model Standards of Practice
  • Education
    • Luncheon - Mar. 18, 2021
    • Heidi Strassburger Masters Programs
    • Programs History
    • Mentorship Program
    • Leave Your Legacy
    • Partner Events
  • ANNUAL CONFERENCE
    • 2021 Conference Program
    • 2021 Conference Scholarship Application