Annual Conference

 

SAVE-THE-DATE   May 23, 2012 Registration Will Open March 1st
NOTE: LAST YEAR'S CONFERENCE INFORMATION IS BELOW. Information for 2012 will be posted on March 1, 2012   May 4, 2011 7:30 am to 6:00 pm The Palace Hotel   Two New Montgomery St., San Francisco
	Join us for our 19th Annual Conference for those interested in sharpening their skills and networking with other professionals in the field of planned giving.        LUNCHEON KEYNOTE:  Leslie Crutchfield, co-author of Forces for Good: The Six Practices of High-Impact Nonprofits on how to maximize nonprofit effectiveness. It was named one of the Best Books of 2007 by The Economist.   Ms. Crutchfield is a leading authority on effective philanthropy, social entrepreneurship, and nonprofit leadership and management. She is a seasoned executive with experience directing millions in investments to entrepreneurial nonprofits.   She co-founded Who Cares, a national magazine for young activists and social entrepreneurs. Both Newsweek and Self magazines have featured her as one of America's top leaders under 40. She has appeared in The Wall Street Journal and The New York Times, on NPR, PBS and other media.   Leslie’s new book is Do More Than Give: The Six Practices of Donors Who Change the World (due this month). Coauthored with John V. Kania and Mark R. Kramer, this book demonstrates how donors can go beyond check writing to become proactive catalysts for change by rising to meet the challenges of our increasingly interdependent world.
2011 Workshops and Presenters (a work in progress) Printable Conference Brochure FUNDAMENTALS TRACK   Session 1 9:30 am-10:45 am Session 2 11:00 am-12:15 pm Session 3 2:15 pm-3:30 pm Session 4 3:45 pm-5:00 pm Why Legacy Giving? This interactive session will provide the steps, tools and methodology to help you build a successful program including: defining legacy giving, why legacy giving is important, commonly cited obstacles, requirements to build a program, measures of success, essential building blocks, and an overview of action steps. Greg Lassonde, CFRE  Legacy Giving Specialist Estate Planning 100 How estate planning effects planned giving and why gift planners should know the basics. Robert Lew Planning & Financial Advisor Understanding Life Income Plans: The Basics Of Charitable Trusts And Gift Annuities Learn to explain how charitable remiander trusts and gift annuities work, their similarities and differences, and how to provide your donors with both options. Philip J. Murphy  Planned Giving Specialist Ten Steps To Readiness For A Successful Planned Giving Program And What To Do About Them Learn the most vital ingredients that are part of every great program. Whether you work in a small or large nonprofit, this program will suggest ways to take your planned giving program to the next level. Ann Barden Oregon Heath & Science University MARKETING TRACK  Session 1 9:30 am-10:45 am Session 2 11:00 am-12:15 pm Session 3 2:15 pm-3:30 pm Session 4 3:45 pm-5:00 pm Social Networking For Gifts: How to Multiply Your Donor Relationships Using charity examples, Kristen will review the most popular media and show you how social networking can help you build relationships that lead to gifts. Kristen K. Schultz, JD, LLM Crescendo Interactive, Inc. What is Compelling High Net Worth Donors To Invest In NPO's? This workshop will discuss the valuable findings of a 2010 High Net Worth Study to help understand philantrhopic patterns of high net worth households.  Matthew Laufman Bank of America Merrill Lynch Coherence In Charitable Gift Planning The marketplace has never been more crowded, challenging or contested. How do you reach target audiences in meaningful and lasting ways when their choices are multiplying, their attention spans are dwindling and their trust has all but eroded. This session offers gift planning professionals with a broad framework and specific strategies for successfully engaging constituents. Gregory A. Schupra Comerica Charitable Services Group 7 Secrets To Integrated Marketing & Response Learn how one marketing expert shapes established marketing theory and newest trends into 7 real-world secrets for planned giving marketing. Claudine Donikian Pentera, Inc. ADMINISTRATION TRACK  Session 1 9:30 am-10:45 am Session 2 11:00 am-12:15 pm Session 3 2:15 pm-3:30 pm Session 4 3:45 pm-5:00 pm New Strategies For Risk Management And Tactical Asset Allocation In An Uncertain Environment The volatile markets of the past few years and the impact on planned giving has reinforced how vital risk management is to organizational success. Duncan will discuss thinking outside the box and looking beyond traditional portfolio construction practices to mitigate downside risk without sacrificing returns to ensure a successful long-term investment stragegy. Duncan Rolph Convergent Wealth Advisors When Boomers Go Boom - Loss of Competence in Elders This session addresses the loss of ability by elders to manage their own affairs. The medical and legal aspects of loss of competence and its manifestations will be examined, along with resolutions. Elizabeth Landsverk, MD UC San Francisco Meg Connell The Organized One Alan Statman Trust Matters Margaret Zwyicz U.S. Trust What To Do When The Donor Dies Topics will include: post-death stewardship; administration of bequests, life income gifts and other legacy gifts; memorial funds; and the rights and responsibilities of charitable beneficiaries Aviva Shiff Boedecker, JD Aviva Shiff Boedecker Charitable Planning Associates Donor Stewardship Techniques - Activites To Steward Legacy Donors You've found your audience, you've made the pitch and secured the commitment...now keep it! Learn techniques and best practices to keep your legacy donors engaged. David Russo Michelle Fries Silicon Valley Community Foundation TECHNICAL TRACK   Session 1 9:30 am-10:45 am Session 2 11:00 am-12:15 pm Session 3 2:15 pm-3:30 pm Session 4 3:45 pm-5:00 pm Your Charitable Remainder Trust Templates on Steroids Are the provisions in the sample CRTs provided by the IRS sufficient? This session will discuss issues to consider so that your standard CRT and Flip-CRUT templates are more robust. Don Gottesman, JD, LLM Kaspick & Company LLC What Gift Planners Need To Know About Commercial Annuities Commercial annuities make lousy lifetime gifts but make tremendously tax-efficient gifts at death. Discover the methodology to determine when giving a commercial annuity makes sense. Johni Hays, JD The Stelter Company Not Your Father's Real Estate Gifts This session will explore real estate gifts in the post-Great Recession era highlighting different ways to accomplish donor and charity goals. Kevin Crilly, JD University of California, Berkeley Accounting Best Practices For Not For Profits Understanding an NFP's 990 and/or its financial statements is key to any financial planner providing advice to a client. This session will focus on these elements and best practices for sound operations. Kristina (Tina) Caratan Moss Adams LLP Vera Bennett Silicon Valley Community Foundation MASTERS TRACK  Session 1 9:30 am-10:45 am Session 2 11:00 am-12:15 pm Session 3 2:15 pm-3:30 pm Session 4 3:45 pm-5:00 pm What's Happening On The Hill And 1111 Constitution A brief overview of current legislation of interest to the charitable planner, along with a review of the latest IRS rulings and relevant cases Emanuel ("Emil") J. Kallina, II Kallina & Associates, LLC Donor Restrictions: What Will They Think Of Next? Issues created when donors place restrictions on their gifts - including tax issues, restrictive purpose clauses, endowments, and preparing a proper gift agreement Erik Dryburgh Adler & Colvin Counting Bequests In A Campaign: Taking The Road Less Travelled How Stanford University incorporated a bequest intention component as a non-monetary goal in its current comprehensive campaign. Chris will also describe the planning, marketing, and implementation process that was employed by Stanford, as well as the benefits and challenges of mounting this type of effort as one component in a large and complex comprehensive campaign. Chris Yates Stanford University Yours Mine And Ours - Community Property Issues for Same Sex Couples The IRS is now recognizing community property rights of same sex couples, and requiring that income be split on federal returns. These rulings provide new oprtunities and requirements for same sex charitable giving. Deb L. Kinney, Esq. DLKLawGroup PC      Scholarships Limited scholarships are available for individuals who work within organizations based in underrepresented communities.   View/Print Scholarship Application Registration       Join NCPGC today for only $85 and SAVE $50 on conference registration  PLUS you'll receive the member rate for all events for a full year! To Join - Call Michelle at (415) 738-8438 or email info@ncpgcouncil.org   April 27 is the final day to register online. After April 27, please plan to pay the Late Registration fee at the door.
Details, Details, Details… Registration Materials: All materials will be available at check-in. Continuing Education Credit: 4 hours (Pending Approval) MCLE, CFP, CPE, CFRE. Transportation: Take BART or MUNI/METRO to the Montgomery Street Station, take the Market/New Montgomery exit, turn left at the top of the escalator. Lodging: The Conference does not have a negotiated hotel rate for this event. Parking: There are many parking garages near the hotel. Here are a few suggestions: Palace Hotel (limited); Hearst Garage on 3rd between Market & Mission; Central Parking Systems at 71 Stevenson; California Parking at 525 Market.  Questions? Please contact Michelle Pakulak at (415) 738-8438      Thank you to our 2011 Conference Sponsors
Northern California Community Foundations