2010 Events
NEW LOCATION: The City Club, 155 Sansome St., San Franciso, CA
|
Date |
Event / Time / Location |
Topic / Speaker(s) |
|
January 14 |
Primer 9:00am-11:00am |
Estate Planning Essentials for Gift Planners |
|
Luncheon 11:30am-1:30pm |
UPMIFA - One Year Later: Implications for Endowment Fund Raising and Management | |
|
March 11 |
Primer 9:00am-11:00am |
Income Tax Fundamentals for Planned Giving Professionals |
|
Luncheon 11:30am-1:30pm |
Accepting Gifts of Complex Assets | |
|
March TBD |
Virtual Seminar 10:00am-11:30am |
Topic: TBD |
|
May 7 |
NCPGC Conference 7:30am-6:00pm |
Planned Giving Conference: Full-day conference with multiple tracks, topics, and speakers |
|
May TBD |
Virtual Seminar 10:00am-11:30am |
Topic: TBD |
|
June 10 |
Primer 9:00am-11:00am |
Topic: TBD |
|
Luncheon 11:30am-1:30pm |
Topic: TBD | |
|
July TBD |
Virtual Seminar 10:00am-11:30am |
Topic: TBD |
|
September 16 |
Primer 9:00am-11:00am |
Topic: TBD |
|
Luncheon 11:30am-1:30pm |
Topic: TBD | |
|
September TBD |
Virtual Seminar 10:00am-11:30am |
Topic: TBD |
|
September/October TBD |
Basics Course 4:00pm-7:00pm |
Planned Giving Basics Course |
|
TBD |
Masters Program 9:00am-12:00pm |
Topic: TBD |
|
November 4 |
Primer 9:00am-11:00am |
Topic: TBD |
|
Luncheon 11:30am-1:30pm |
Topic: TBD | |
|
November TBD |
Virtual Seminar 10:00am-11:30am |
Topic: TBD |
Event History
Event
DateProgram Type
Topic
Speaker(s)
11/12/09
Luncheon
Recent Developments in Charitable Gift Planning
Erik D. Dryburgh, J.D., CPA
11/12/09
Primer
Donor-Centric, Mission-Driven, Cost-Efficient Marketing
Melanie Keilholtz
10/21/09
Strassburger
Masters
LectureCharitable Planning: Recent Developments, Pending and Proposed Legislation, and Other Things You Should Keep in Mind
Jerry J. McCoy, Esq.
10/15/09
Basics
Basics Course 10/15/09 – 11/19/09
Multiple
09/10/09
Luncheon
Partnering with Advisors for Optimal Outcomes
Philip B. Cubeta, CLU, ChFC, MSFS, CAP
09/10/09
Primer
Black, White or Gray: Ehtical Shades in Charitable Gift Planning
Barbara M. Beery
Aviva Boedecker
Tara Goodman
06/11/09
Luncheon
Approaching Donors in Times of Change: The Philanthropic Advisory Perspective
Ash McNeely
Rae Richman
06/11/09
Primer
In Search of Bequests: The Good, the Bad & the Downright Bizarre
J. Gardner Trimble
05/18/09
Conference
Annual Planned Giving Conference
Multiple
03/12/09
Luncheon
Social Enterprises
Gene Takagi
Sheila Warren, Esq.
03/12/09
Primer
Lead Trusts for Dummies
Robert Lew
01/08/09
Luncheon
Wealth Management & Philanthropy: The Collision of the Light Side and the Dark Side
Sean Stannard-Stockton, CFA, CAP
01/08/09
Primer
Gift Annuities: The Core of a Life Income Gift Program
Kevin T. Crilly, J.D.
12/01/08
Masters
The World of Insurance & Fine Arts Appraisals & Eclectic Donations
Alan Breus, CLU, ChFC
11/13/08
Luncheon
Update on Recent Rulings in the Field of Gift Planning
Erik Dryburgh, J.D.
11/13/08
Primer
Measuring Success for Major & Legacy Gifts
Kevin Johnson, CSPG, CFRE
09/18/08
Luncheon
The Growing Trend of the Wealthy Towards Using Non-Charitable Trusts for Charitable Giving
Al W. King, III, J.D., LL.M.
09/18/08
Primer
E Marketing – Using Websites & E-Newsletter to Promote Your Program
David Cunningham, CFRE
09/08/08
Basics
Basics Course 09/08/08 – 10/13/08
Multiple
06/12/08
Luncheon
Use of Retirement Benefits in Charitable Planning
William Finestone, Esq.
06/12/08
Primer
Cultivating Your Planned Giving Ambassadors: Working with Professional Advisors, Development Staff, Volunteers and Auxiliaries
Donna Bandelloni
05/01/08
Conference
Annual Planned Giving Conference
Multiple
03/13/08
Luncheon
UBTI in Charitable Gift Planning
David Wheeler Newman
03/13/08
Primer
Ten Steps to Readiness for a Successful Planned Giving Program and What to Do About Them
Ann Barden
01/17/08
Masters
Should Pledges be Enforceable? And Other Questions to Ask About Gift Agreements
Reynolds T. Cafferata, Esq
01/10/08
Luncheon
What Has Happened Since the Pension Protection Act of 200y and What We Can Expect in 2008
Janne G. Gallagher
01/10/08
Primer
Gift Annuities and Charitable Remainder Trust Basics
Phil Murphy
11/08/07
Luncheon
How Far is Too Far? The Prearranged Sale
Emanuel “Emil” Kallina
11/08/07
Primer
Income Tax Fundamentals for Planned Giving Professionals
Barbara Rhomberg
09/06/07
Basics
Basics Course 09/06/07 – 10/11/07
Multiple
09/06/07
Luncheon
Modeling the Standards for Charitable Gift Planners
Heidi Jark
09/06/07
Primer
How To Build a Successful Bequest Program
Kara D. Wertheimer
Greg Lassonde, CFRE
Elizabeth A. Brady
06/14/07
Luncheon
Family Philanthropy
Tom C. Rogerson
06/14/07
Primer
Getting the Most Out of Your Planned Giving Marketing Program
Richard Lamport
05/10/07
Luncheon
Charitable Lead Trusts: From A to Z and Beyond
Bob Lew
05/10/07
Primer
What Every Gift Planner needs to know about Estate Planning
Bob & Mike Hobson
03/21/07
Conference
Annual Planned Giving Conference
Multiple
01/11/07
Luncheon
Ringing in A Happy New Year! Encouraging Developments in Gift Planning
Chris Yates
01/11/07
Primer
Planned Gifts from A to Z: An Intro Course to the Variety of Planned Gifts
Steven Mourning
11/09/06
Luncheon
Good Estate Planning is Easily Undone by the Unscrupulous
Barbara Jagiello
11/09/06
Primer
Explaining Charitable Remainder Trusts to Donors in Plain English
Eric Dryburgh
09/14/06
Luncheon
Planning for Charitable Gifts of Tangible Personal Property
Richard L. Greene
09/14/06
Primer
How to start a Planned Giving Program with no staff/money
Aviva Boedecker
06/08/06
Luncheon
How to Start the Conversation about Philanthropy
Claudia Sangster
06/08/06
Primer
When is it Time for a Charitable Gift Annuity Program
Phil Murphy
(for Greg Lassonde)
05/15/06
Conference
Annual Planned Giving Conference
Multiple
03/09/06
Luncheon
Bingham McGutchen’s Estate Planning Charitable Advising Group on International Giving
Jane Peebles
03/09/06
Primer
Basic Sales Skills for the Planned Giving Solicitation
Rebecca Riley
02/15/06
Masters
MASTERS PROGRAM
Sandy Price
Ben Riley
01/26/06
Luncheon
Latest Developments from DC with Respect to Nonprofit Regulations
Janne Gallagher
01/26/06
Primer
Planned Gift Policies and Guidelines
Bill Sheehan
11/10/05
Luncheon
Planned Giving with Unusual Assets
Charles Gordy
11/10/05
Primer
Building a Productive Donor Relationship
Bill Tanner
09/15/05
Luncheon
Split Interest Gifts
Anne McDonald
Frank Rimmerman & Co.
09/15/05
Primer
How to Start a Successful Planned Giving Program
Carol Pollock
Louise Gregory
06/09/05
Luncheon
Modeling the Standards for Charitable Gift Planners
Heidi Jark
06/09/05
Primer
Development & Stewardship of Your Planned Giving Donors
Virginia Stuart
05/09/05
Conference
Annual Planned Giving Conference
Multiple
04/18/05
Masters
Planned Giving Quiz
Jonathan Tidd
03/15/05
Basics
Basics Course 03/15/05 – 04/19/05
Multiple
03/03/05
Luncheon
Fundraising Measuring & Reporting
Steven Meyers, PhD
William Samers, Esq.
03/03/05
Primer
Bequest Marketing
John Calaway
01/13/05
Luncheon
Planned Giving in the 21st Century
Chris Yates
01/13/05
Primer
The ABCs of Charitable Remainder Trusts
David Cunningham
10/19/04
Luncheon
The Role of Charitable Giving in Alternative Minimum Tax Planning
Claudia Hill
09/09/04
Luncheon
The Good, Bad, and Ugly: Planned Giving and Life Insurance
Robert Lew
09/09/04
Primer
The ABCs of Charitable Gift Annuities
Thomas Horton
05/27/04
Luncheon
Engaging the Individual Donor
Dan Siegel
Jenny Yancey
05/27/04
Primer
Legacy Societies
Enid Pollack
04/27/04
Conference
Annual Planned Giving Conference
Multiple
03/11/04
Luncheon
Case Studies and Issues of Import to Gift Planners
Andre Donikian
03/11/04
Primer
Planned Giving on 5 to 25% of Your Time
Greg Lassonde
02/26/04
Masters
Donor Privacy
Geoff O’Neill
Greg Colvin
02/24/04
Basics
Basics Course 02/24/04 – 03/30/04
Multiple
01/08/04
Luncheon
Endowments: What Are They Really?
Erik Dryburgh
01/08/04
Primer
Starting Your Planned Giving Program—You Don’t Have To Be a Tax Genius
Phil Murphy
11/13/03
Luncheon
The Planned Giving Antique Show
John Dilks
Barry Heisler
09/18/03
Luncheon
Charitable Tax Planning for Retirement Assets
Jane Peebles
07/08/03
Luncheon
Joint meeting with the Financial Planning Association
Norm Boone
Katherine Dean
Megan McNealy Graves
Terence Mulligan
05/15/03
Conference
Annual Planned Giving Conference
Multiple
03/26/03
Basics
Basics Course 03/26/03 – 04/30/03
Multiple
03/13/03
Luncheon
The Legal and Tax Ramifications of Pledges
William Finestone, Esq.
01/09/03
Luncheon
What To Do With an Empty Nest: Planned Giving for the Affluent Homeowner
Marc Hoffman
11/13/02
Luncheon
Annual Council Mtg to elect Board Members
“Gift Planning for Deduction-Challenged Donors”Marc Carmichael
09/18/02
Luncheon
Dimensioning CRTs: Challenging Conventional Wisdom
Paul S. Lee
08/13/02
Luncheon
Joint meeting with the Financial Planning Association: Life Planning, Charitable Giving, and a Slow Economy
Thea Beati
06/20/02
Conference
Annual Planned Giving Conference
Multiple
05/08/02
Luncheon
What You Need to Know About Dealing with the IRS
William Choi
Dwayne Horii
04/11/02
Basics
Basics Course 4/11/02 – 5/16/02
Multiple
03/13/02
Luncheon
2020 Vision: The Coming Paradigm Shift in Philanthropy
Paul M. Brooks
03/13/02
Primer
The ABC’s of Charitable Gift Annuities
Jeff Davine
01/16/02
Luncheon
Charitable Remainder Trust Administration: Do’s & Don’ts
Temo Arjani
12/06/01
Masters
Appraisals – Are They An Art or A Science?
Erick Nath
Michael Yovino-Young
11/14/01
Luncheon
Prospect Research for Planned Giving Professionals
Randy Lakeman
10/23/01
Masters
Private Foundations: Supporting Organizations and Donor-Advised Funds
Ward Pynn
Ingrid Mittermaier
09/26/01
Luncheon
How to Identify and Close Gifts of Your Donor’s Surplus Real Estate
Joseph Rohn
08/14/01
Luncheon
Joint Meeting with the Financial Planning Association
Charitable Remainder TrustsDarryl Ott
David Routh
07/11/01
Luncheon
It Couldn’t Be Simpler (You’ll Wish It Were): New Rules and Important New Opportunities in Minimum Required Distributions from Retirement Plans
Michael Jones
05/14/01
Conference
Annual Planned Giving Conference
Multiple
03/14/01
Luncheon
What’s New in Charitable Planning
Carolyn D. Duronio
02/22/01
Basics
Basics Course 02/22/01 – 3/29/01
Multiple
01/11/01
Luncheon
When Do We Cross the Line?
Scott Blakesley
01/11/01
Primer
I Have A CRT Donor – What Do I Do Now?
Scott Blakesley
12/05/00
Masters
Bequest Tracking
Erik Dryburgh
11/14/00
Luncheon
Joint Meeting with the Financial Planning Association
11/09/00
Luncheon
Designer Trusts
Frank Minton
09/14/00
Luncheon
Prime Time: How the Baby Boomers Will Revolutionize Retirement and Transform America
Marc Freedman
09/07/00
Basics
Basics Course 9/7/00 – 10/12/00
Multiple
06/07/00
Conference
Annual Planned Giving Conference
Multiple
05/18/00
Masters
Being Trustee of a Charitable Trust: Is It Right For You?
Howard Pearson
Genevieve Moore
05/11/00
Luncheon
Women in Philanthropy: How to Reach & Motivate Women Donors
Cheryl Altinkemer
03/09/00
Luncheon
Current National Planned Giving Trends & Issues
Pamela J. Davidson
03/09/00
Primer
Launching & Maintaining a Bequest Program
John Calaway
02/23/00
Basics
Basics Course 2/23/00 – 3/29/00
Multiple
01/13/00
Luncheon
Silicon Valley, Entrepreneurs, and Philanthropy
Steven Kirsch
11/11/99
Luncheon
How to Structure Charitable Gifts from IRA’s and Qualified Retirement Plans
Christopher R. Hoyt
11/11/99
Primer
The How To’s of Planned Giving
Trisha Hensley
09/20/99
Basics
Basics Course 9/20/99 – 11/1/99
Multiple
09/09/99
Luncheon
Stock Options and Charitable Planning
Fred Marcus
07/08/99
Luncheon
Tank the Technique; Revere the Relationship
James Lewis Bowers, Ph.D.
05/24/99
Conference
Annual Planned Giving Conference
Multiple
03/11/99
Luncheon
Making Supporting Organizations Work for Donors and Charities
Jill S. Dodd, Esq.
03/11/99
Primer
What You Should Know About Gift Annuities
Phil Murphy
Jennifer Callahan
02/09/99
Masters
What’s Love Got To Do With It? The Economic and Legal Consequences of Non-Marital Partnerships
Diane Cash, Esq.
Frederick Hertz, Esq.
Ed Dean, Esq.
01/14/99
Luncheon
Charitable Giving from the Donor’s Perspective
Anne Lieberman
11/18/98
Satellite
The Basics of Charitable Gift Planning from A to Z
Ronald E. Sapp
11/12/98
Luncheon
Washington Tax Legislative Update
Timothy Hanford
09/10/98
Luncheon
Directors’ Fiduciary Duty: What You Need to Know to Protect Your Board
Rosemary Fei
09/10/98
Primer
Today is Yesterdays Tomorrow; Uses of Life Insurance & Retirement Plan Designations
Bob Burton
07/09/98
Luncheon
Charitable Split Dollar & Family Legacy Plans vs. Charitable Lead Trusts
Terry Simmons
06/01/98
Conference
Annual Planned Giving Conference
Multiple
03/12/98
Luncheon
Join The Leave A Legacy Bandwagon – Here’s How
Fred Hartwick
03/12/98
Primer
Bequest Mechanics
Fred Hartwick, J.D.
03/04/98
Satellite
NCPG Seminar Broadcast @ KQED
Lynda Moerschbaecher
George Bickford
01/08/98
Luncheon
Seminars That Work! Secrets of Planning and Presenting Successful Planned Giving Seminars For Your Different Constituencies
Ellen G. Estes, LL.B.
11/06/97
Luncheon
Taxpayer Relief Act of 1997 – Will It Change The Way We Do Business?
Lynda Moerschbaecher, Esq.
10/09/97
Masters
Environmental Issues Surrounding Gifts of Land
Mike Tietze
09/11/97
Luncheon
Impact of Tax Restructuring on Charitable Giving
Craig C. Wruck
09/11/97
Primer
Bequest Marketing
Phil Murphy
07/10/97
Luncheon
Generating Leads and How To Hold Them
07/10/97
Luncheon
Leave A Legacy Started
04/28/97
Conference
Annual Planned Giving Conference
Multiple
03/13/97
Luncheon
Gifts of Real Estate
J. Thaddeus Moore
03/13/97
Primer
Basics of Gifts of Real Estate
Katherine H. Crawford
01/11/97
Luncheon
Jumping Through SEC Hoops: Gifts of Restricted Stock
Ralph Witherell
11/26/96
Masters
Navigating Lead Trusts
11/14/96
Luncheon
The Charitable Tax Exemption: What Purpose Does It Serve?
Emil J. Kallina
09/11/96
Luncheon
Planned Giving for Baby Boomers: Marketing Planned Gifts to Those Moving Into Middle Age
Robert F. Sharp, Jr.
09/11/96
Primer
Starting Your Planned Giving Program
Greg Lassonde
07/24/96
Luncheon
Mission Possible: Conducting Reconnaissance in Planned Giving Territory
Randy W. Lakeman
05/01/96
Conference
Annual Planned Giving Conference
Multiple
03/21/96
Luncheon
How We Averted the Texas Charity Massacre
Terry Simmons
01/25/96
Luncheon
Insurance Training for Planned Giving Professionals
Robert Lew
11/15/95
Luncheon
Gift Annuities: A Financial Analysis
Scott Kaspick
11/15/95
Primer
Pooled Income Funds: The Basics
Greg Lassonde
Chris Yates
09/21/95
Luncheon
Building a Successful Planned Giving Program
Gordon Caswell
08/30/95
Luncheon
Community Outreach Committee
Complimentary Luncheon for ‘for-profit’ membersGuided discussion
07/19/95
Luncheon
Donor-Advised Funds
Lisa Gurwitch
Phyllis Cook
06/15/95
Masters
Charitable Remainder Trust Funded with Non-Traditional Assets
Frank Minton
03/18/95
Conference
Annual Planned Giving Conference
Multiple
03/15/95
Luncheon
Planned Giving Nationwide
Tanya Howe
02/01/95
Luncheon
Family Money: The Personal Side of Estate and Planned Giving
Judy Barber
02/01/95
Primer
Bequest Basics
Robert Hobson
11/30/94
Luncheon
Funding Charitable Remainder Trusts with IRA's
Carol Ach, CPA
11/30/94
Masters
Charitable Reminder Trusts: Four Tier & Other Accounting Procedures
Lynda Moerschbaecher
09/29/94
Luncheon
Marketing Charitable Remainder Trusts and Other Planned Gifts
Richard Waugh
09/29/94
Primer
Gathering Your Planned Giving Resources & Getting out of the Office
Caleb Rick
06/22/94
Luncheon
Charitable Lead Trust
Ronnie McClure
06/07/94
Masters
Charitable Gift Planning for Non-Traditional Families and Couples
Case studies
05/04/94
Conference
Annual Planned Giving Conference
Multiple
04/06/94
Luncheon
Donor Survey Conducted by NCPG
Bruce Bigelow
02/09/94
Luncheon
My Most Interesting Planned Gift Ever: The
Dynamics of Developing & Closing a Successful Gift Philip Murphy
Chris Yates
02/09/94
Primer
How I started a Planned Giving Program
Christina Brecht
Greg Lassonde
12/02/93
Luncheon
Sarah Robertson
10/21/93
Luncheon
The Use of Charitable Remainder Trusts in Retirement Planning
Philip T. Temple
09/09/93
Luncheon
What you Need to Know About Asset Management: A Financial Tool Kit for Planned Giving Professionals
J. Scott Kaspick
06/17/93
Luncheon
Can I Put 24 Beneficiaries on this Trust, Including Myself? Case Studies in Ethics
Lynda Moerschbaecher
06/17/93
Primer
The Basics of Bequests
Robert Hobson
05/13/93
Conference
Annual Planned Giving Conference
Multiple
03/04/93
Luncheon
Charitable Gift Planning: Advanced Case Studies
Mark Vorsatz
03/04/93
Primer
Charitable Trust Basics: What You Need to Know
Darryl Ott
Sharlene Hirsch
