THE 28TH ANNUAL NORTHERN CALIFORNIA PLANNED GIVING CONFERENCE HAS ENDED. WE THANK ALL OUR SPONSORS, PRESENTERS, AND PARTICIPANTS FOR AN AMAZING VIRTUAL EXPERIENCE.
Conference Recordings will be made available shortly to attendees.
HOPE TO SEE YOU AGAIN (IN-PERSON) NEXT YEAR!
Conference Recordings will be made available shortly to attendees.
HOPE TO SEE YOU AGAIN (IN-PERSON) NEXT YEAR!
Conference Program
Sessions begin at 8:30 AM and end at 12:30 PM for both days
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DAY 1: TUESDAY, MAY 4, 2021
8:30 – 9:10 Welcome and Keynote Speaker LeeAnn Woodward: "Disaster Fundraising & Adapting During COVID" 9:10 – 9:20 Break The Zoom Room will be open! Come visit with friends and sponsors! Breakout 1 9:20 – 10:20 Basic Bill Ruettinger: "Planned Giving’s Greatest Hits: The Most Common Gift Types and Their Functions" 9:20 – 10:20 Technical Amanda Kiernan Martin & Blake Grossman: "CGAs Beyond the Basics" 10:20 – 10:30 Break The Zoom Room will be open! Come visit with friends and sponsors! Breakout 2 10:30 – 11:30 Basic Greg Lassonde: "You Too Can Do Legacy Giving" 10:30 – 11:30 Technical Bill Knox & Laura Alexander: "Real Estate: Tricky Technical Issues and Workarounds" 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. Our experts are:
• CRTs • UPMIFA / Endowments • Gift Acceptance issues • Donor Capacity issues • Estate waivers / administration issues 12:10 – 12:30 Closing |
DAY 2: WEDNESDAY, MAY 5, 2021
8:30 – 9:10 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 Basic Aviva Shiff Boedecker: "The 7 Biggest Planned Gift Marketing Mistakes and How to Avoid Them" 9:20 – 10:20 Technical Stephanie Buckley & Tamara Wallenstein: "Charitable Strategies for Business Owners" 10:20 – 10:30 Break The Zoom Room will be open! Come visit with friends and sponsors! Breakout 2 10:30 – 11:30 Basic Hal Abrams: "The Intersection of Planned Gifts and Major Gifts" 10:30 – 11:30 Technical Erik Dryburgh: "UPMIFA - Open Issues and Conundrums" 11:30 – 11:40 Break The Zoom Room will be open! Come visit with friends and sponsors! 11:40 – 12:20 Plenary Speaker David Greco: "The Full Cost of Fundraising: Supporting Equity and Economic Opportunity" 12:20 – 12:30 Closing |
Speakers:
Basic Track:
Technical Track:
Keynote:
LeeAnn Woodward, Regional Chief Development Officer, American Red Cross: “Disaster Fundraising & Adapting During COVID”
Plenary:
David Greco, Founder, Social Sector Partners: “The Full Cost of Fundraising: Supporting Equity and Economic Opportunity”
Ask the Experts:
Stacie Polashuk Nelson, Partner, Holland & Knight
Jean Gorman, Director, Gift Planning, Lucile Packard Foundation for Children’s Health
Barbara Rhomberg, Partner, Kavanagh Rhomberg LLP
DOWNLOAD FULL EVENT PROGRAM HERE.
DOWNLOAD EVENT FLYER HERE.
DOWNLOAD EVENT SPONSORSHIP PACKET HERE.
- Bill Ruettinger, Sr. Director, Gift Planning & Endowment, KQED: "Planned Giving's Greatest Hits: The Most Common Gift Types and Their Functions"
- Greg Lassonde, Legacy Giving Specialist: "You Too Can Do Legacy Giving"
- Aviva Shiff Boedecker, Gift Planning Consultant: "The 7 Biggest Planned Gift Marketing Mistakes and How to Avoid Them"
- Hal Abrams, Vice President, Clark College Foundation: "The Intersection of Planned Gifts and Major Gifts"
Technical Track:
- Amanda Kiernan Martin, Office of Gift Planning, CPMC Foundation & Blake Grossman, Associate Director of Planned Giving, Stanford University: "CGAs Beyond the Basics"
- Bill Knox, Director, Planned Gift Technical Consulting, TIAA Kaspick & Laura Alexander, Senior Relationship Manager, TIAA Kaspick: "Real Estate: Tricky Technical Issues and Workarounds"
- Stephanie Buckley, Sr. Regional Fiduciary Manager, Philanthropic Services, Wells Fargo Private Bank, and Tamara Wallenstein, Sr. Philanthropic Specialist, Wells Fargo Private Bank: "Charitable Strategies for Business Owners"
- Erik Dryburgh, Principal, Adler & Colvin: "UPMIFA: Open Issues and Conundrums"
Keynote:
LeeAnn Woodward, Regional Chief Development Officer, American Red Cross: “Disaster Fundraising & Adapting During COVID”
Plenary:
David Greco, Founder, Social Sector Partners: “The Full Cost of Fundraising: Supporting Equity and Economic Opportunity”
Ask the Experts:
Stacie Polashuk Nelson, Partner, Holland & Knight
Jean Gorman, Director, Gift Planning, Lucile Packard Foundation for Children’s Health
Barbara Rhomberg, Partner, Kavanagh Rhomberg LLP
DOWNLOAD FULL EVENT PROGRAM HERE.
DOWNLOAD EVENT FLYER HERE.
DOWNLOAD EVENT SPONSORSHIP PACKET HERE.
Thank You to Our Generous Sponsors!
PREMIER
PLATINUM
Keynote Speaker Sponsor
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Scholarship Sponsor
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GOLD
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SILVER
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