Calendar of Events

2010 Events

Unless otherwise noted, Programs will be held at
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
Speaker:  Diane R. Cash, J.D.

Luncheon  11:30am-1:30pm

UPMIFA - One Year Later:  Implications for Endowment Fund Raising and Management
Speakers:  Jill S. Dodd, Esq. and Bert Feuss

March 11

Learn More

Primer  9:00am-11:00am

Income Tax Fundamentals for Planned Giving Professionals
Speaker:  Barbara Rhomberg

Luncheon  11:30am-1:30pm

Accepting Gifts of Complex Assets
Speaker:  Chris Yates

March TBD

Virtual Seminar  10:00am-11:30am
East Bay Community Foundation
200 Frank H. Ogawa Plaza, Oakland

Topic:  TBD
Speaker:  TBD

May 7
Learn More

NCPGC Conference  7:30am-6:00pm
Palace Hotel, 2 New Montgomery St., SF

Planned Giving Conference:  Full-day conference with multiple tracks, topics, and speakers

May TBD

Virtual Seminar  10:00am-11:30am
East Bay Community Foundation
200 Frank H. Ogawa Plaza, Oakland

Topic:  TBD
Speaker:  TBD

June 10

Primer  9:00am-11:00am 

Topic:  TBD
Speaker:  TBD

Luncheon  11:30am-1:30pm

Topic:  TBD
Speaker:  TBD

July TBD

Virtual Seminar  10:00am-11:30am
East Bay Community Foundation
200 Frank H. Ogawa Plaza, Oakland

Topic:  TBD
Speaker:  TBD

September 16

Primer  9:00am-11:00am

Topic:  TBD
Speaker:  TBD

Luncheon  11:30am-1:30pm

Topic:  TBD
Speaker:  TBD

September TBD

 

Virtual Seminar  10:00am-11:30am
East Bay Community Foundation
200 Frank H. Ogawa Plaza, Oakland

Topic:  TBD
Speaker:  TBD

September/October TBD

Basics Course  4:00pm-7:00pm
Location TBD

Planned Giving Basics Course
Multiple Topics/Instructors

TBD

Masters Program  9:00am-12:00pm
Location TBD
Sponsored by the Heidi Strassburger Master's Lecture Fund

Topic:  TBD
Speaker:  TBD

November 4

Primer  9:00am-11:00am

Topic:  TBD
Speaker:  TBD

Luncheon  11:30am-1:30pm

Topic:  TBD
Speaker:  TBD

November TBD

Virtual Seminar  10:00am-11:30am
East Bay Community Foundation
200 Frank H. Ogawa Plaza, Oakland

Topic:  TBD
Speaker:  TBD


Event History

Event
Date		 Program 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
Lecture		 Charitable 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 Trusts		 Darryl 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’ members		 Guided 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