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Monday May 18, 2009 • 7:30 am to 6:00 pm
The Palace Hotel • Two New Montgomery Street, San Francisco
Join us for our 17th Annual Conference for those interested in sharpening their skills and networking with other professionals in the field of planned giving. 
MORNING PLENARY: Larry Stelter starts the day by addressing the topic, “Discovering the Secret Giver,” based on groundbreaking research on the behavior of bequest givers in America.
 LUNCHEON KEYNOTE: Kim Klein presents “Thriving on Uncertainty: Successful Fundraising in Difficult Times” — a no-nonsense, no-holds-barred approach delivered with a healthy dose of humor and irreverence.
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Workshops and Presenters FUNDAMENTALS TRACK
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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 |
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Revocable Gifts and How to Keep Them
Ann Barden
Oregon Health & Science University Foundation / Doernbecher Children’s Hospital Foundation |
Gifts That Provide Life Income
Jeff Underwood
Kaspick & Company |
Practical Approach to Planned Giving for the Rest of Us
Al Zimmerman, CSPG, CFRE
Northwest Christian Community Foundation |
Table Discussions
Ann Barden
Dick Kellogg
Richard Lamport
Phil Murphy
Carol G. Pollock
Richard L. Schaper
Art Stine
Al Zimmerman |
INTERMEDIATE TRACK
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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 |
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Banking on the Future: Why Endowments?
Katherine E. Akos
Katherine Akos Consulting
Greg Lassonde, CFRE
Planned Giving Specialist |
Life Income Plans: What, How, Who, When, & Why
Susan Shain
The San Francisco Foundation |
Looking the Gift Horse in the Mouth: Red Flags and Pitfalls of Planned Giving
Aviva Shiff Boedecker, JD
Marin Community
Foundation |
Legacy Giving
Building Blocks
Caleb B. Rick, JD
Legacy Giving |
MARKETING TRACK
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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 |
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How to Identify Planned Giving Prospects
Lawrence C. Henze, JD
Target Analytics,
A Blackbaud Company |
Can’t Have One Without the Other: Love / Marriage, Horse / Carriage, Print / Web
Larry P. Stelter
The Stelter Company |
Networking / Cold Calling / Manners
Pat Mayfield, MBA, MA
Pat Mayfield Consulting LLC |
Developing a Proactive Planned Giving Program
Timothy D. Logan, ACFRE
RuffaloCODY |
ADMINISTRATION TRACK
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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 |
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The Benefits and Pitfalls of Unwinding Deferred Gift Arrangements
Laurelle M. Gutierrez, Esq.
Quynh T. Tran, Esq.
Carr, McClellan, Ingersoll, Thompson & Horn |
Moves Management® for Successful Planned Giving
Steven L. Mourning, FAHP, MFIA (Hon)
Jerold Panas, Linzy & Partners |
Is It Legal? Is It Ethical?
W. Peter Sommerfeld, CSPG
Oregon Health & Science University Foundation
Jeffrey C. Thede, Esq.
Thede Culpepper Moore Munro Silliman, LLP |
Administering
Open Estates
Chris Yates
Stanford University |
TECHNICAL TRACK
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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 |
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Pooled Income Funds Revisited
Robert L. Hobson, Esq.
Michael B. Hobson, Esq.
Hobson & Hobson, Attorneys at Law |
Charitably Enhanced Retirement Plans
James E. Jackson
James E. Jackson Charitable Consulting |
Charitable Gift Annuities
Brigit Kavanagh, Esq.
Adler & Colvin |
The IRA Charitable Rollover
Lawrence Pon, CPA, PFS, CFP, EA, USTCP
Pon & Associates |
MASTERS TRACK
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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 |
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Major Gifts from Business Owners
A. Charles Schultz, JD
Crescendo Interactive, Inc. |
Diving into Endowments: UPMIFA and More
Erik D. Dryburgh, Esq.
Adler & Colvin |
Multiple-Entity Donors: How to Work Effectively with Today’s Sophisticated Philanthropist
Reynolds T. Cafferata, Esq
Rodriguez, Horii, Choi & Cafferata LLP |
What’s it Worth?...(and Who Says?) – From Fine Art to Life Insurance Policies
Alan Breus
The Breus Group, LLC |
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Early Bird: Register by March 23 |
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Member |
$205 |
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Non-member |
$255 |
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Advance: Register March 24 through May 4 |
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Member |
$235 |
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Non-member |
$285 |
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Late: Register May 5 through May 11 |
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Member |
$260 |
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Non-member |
$310 |
May 11 is the final day to register online.
After May 11, please plan to pay the Late Registration fee at the door.
Details, Details, Details…
- Registration Materials: All materials will be available at check-in.
- Cancellation Fees:
$30 if written notice received by April 18.
$50 if written notice received by May 4.
No refunds after May 4.
- Continuing Education Credit:
4 hours MCLE.
- 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
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