|
Quick Links:
|
2015 Conference Workshops
|
MORNING PLENARY
The Philanthropic Landscape presented by Una Osili, Lilly Family School of Philanthropy at Indiana University |
LUNCHEON KEYNOTE
Transforming the Way We Tell Stories presented by Jonah Sachs, Free Range Studios |
FUNDAMENTALS TRACK
|
Session 1: 9:30am-10:45am
|
Session 2: 11:00am-12:15pm
|
Session 3: 2:15pm-3:30pm
|
Session 4: 3:45pm-5:00pm
|
|
Basic Estate Planning
Basic concepts of non-charitable estate planning, including Wills, Trusts, Estate Tax, and Probate Michael B. Hobson, Esq., Robert L. Hobson, Esq. Hobson and Hobson Attorneys at Law Session Handout Fundamental |
An Introduction to Charitable Life Income Plans
Understanding the dynamics of charitable remainder trusts and gift annuities, the rules that govern them, the way to explain them, their applications and pitfalls Philip J. Murphy Planned Giving Coach, LLC Session Handout Fundamental |
Marketing Your Legacy Program
Communications are essential - in-person, digital, print, and phone - for promoting and securing legacy gifts. Develop or improve your materials. Leave with a "to do" list. Greg Lassonde, CFRE Legacy Giving Specialist Session Handout Fundamental |
What Else I Need To Know About Planned Giving
A survey of predicable and unusual issues and situations planned giving officers should be prepared for: committees, policies, collecting bequests, evaluating unusual gifts, donor imagination and more. Aviva Shiff Boedecker, JD Sharpe Group Session Handout Fundamental |
CULTIVATION / STEWARDSHIP / MARKETING TRACK
|
Session 1: 9:30am-10:45am
|
Session 2: 11:00am-12:15pm
|
Session 3: 2:15pm-3:30pm
|
Session 4: 3:45pm-5:00pm
|
|
The 8 Ways to Ask for Gifts: Expanding the Art and Science of the Solicitation
To be a successful fundraiser, hit your required metrics, and produce more results with less resources, you must be more creative and flexible with your ask strategies, Discover eight proven methods to close gifts faster. Lani Starkey, JD, LLM, CPA University of Hawaii Foundation Session Handout Intermediate |
Mounting Successful Planned Giving Cultivation and Stewardship Events
Strategies to make donor cultivation and stewardship events inspiring, memorable and well attended. Donna M. Bandelloni California Pacific Medical Center Foundation Session Handout Intermediate |
Creating a Major Gift Program in an Annual Gifts Culture
How do you create a major/planned gift program in an annual gift culture without dropping the ball on gifts to support the annual budget? Todd W. Rasberry, PhD Georgetown College Session Handout Intermediate |
Behavior-Based Planned Giving Marketing for Fun and Profit
A fresh approach to planned gift marketing that takes into account the habits, trends and interests of the ever changing planned gift prospect. We'll use a marketing perspective to enhance the most common strategies, and offer fresh new ideas for your programs. . Doug Ismail Emily Limon California Masonic Foundation Session Handout Fundamental |
ADMINISTRATION / FINANCE TRACK
|
Session 1: 9:30am-10:45am
|
Session 2: 11:00am-12:15pm
|
Session 3: 2:15pm-3:30pm
|
Session 4: 3:45pm-5:00pm
|
|
Inside the Mind of a CPA: Gift Planning From an Accountant's Perspective
A CPA may know your donor in a very unique way. Learn about this relationship along with the role a CPA can play and how it affects you as a gift officer. Michael Helms, CPA Helms & Associates, CPAs LLP Session Handout Intermediate |
On Track for Success: Using Your Fundraising Database to Increase Your Productivity
Learn how to use your fundraising database as a powerful tool to track, measure and improve your prospect interactions, productivity and fundraising results. Bill Connors, CFRE, bCRE-Pro Independent Raiser's Edge Consultant Session Handout Intermediate |
Socially Responsible and Sustainable Investing: Why it is So Important Now
The evolution of responsible and sustainable investing (SRI/ESG) over the past 20 years, where it is heading, and why it has become so relevant to donors and foundations alike. Blaine Townsend, CIMC©, CIMA© Nelson Capital Management Session Handout Intermediate |
Counting, Crediting and Accounting for Planned Gifts in a Campaign: Getting Development and Finance on the Same Page
Learn about the different principles followed by Development and Finance when it comes to planned gifts and best practices for working together. Daniel Figueredo, CPA, CGMA Burr Pilger Mayer, Inc. Randi Silverman, JD University of California, Berkeley Session Handout Intermediate |
MASTERS TRACK
|
Session 1: 9:30am-10:45am
|
Session 2: 11:00am-12:15pm
|
Session 3: 2:15pm-3:30pm
|
Session 4: 3:45pm-5:00pm
|
|
Make the Most of Real Estate Gift Opportunities
This session will include tips for overcoming obstacles as well as case studies to illustrate some unconventional real estate gift structures, with the objective of helping you push more of these gifts over the goal line. David Wheeler Newman, Esq. Mitchell Silberberg & Knupp, LLP Session Handout Advanced |
What Can We Do With Those Old Restricted Funds?
This workshop will explore the circumstances under which charities can change the terms -- weather management terms or the charitable purposes -- of a restricted gift. Jill S. Dodd, Esq. Manatt, Phelps & Phillips Session Handout Advanced |
Tax and Other Considerations in Charitable Remainder Trust Investing
This workshop addresses legal (including fiduciary law) and tax issues involved in structuring investments held in a charitable remainder trust. Matthew E. Brady Wells Fargo Private Bank Session Handout Advanced |
Now For Something Different
Gift planning in a no-estate tax environment, use of revocable gifts, and a few odd-ball gift assets. Erik Dryburgh, Esq. Adler & Colvin Session Handout Advanced |
SPECIAL TOPICS IN PLANNED GIVING
|
Session 1: 9:30am-10:45am
Choosing the Right Charitable Vehicle: A Guide to Donor Advised Funds, Private Foundations, and Supporting Organizations
The right charitable vehicle for a donor's philanthropy depends on their goals, needs, and objectives. Each charitable vehicle offers different advantages and should be carefully selected to correctly support a donor and his/her philanthropy. . Barbara A. Murphy, Esq. Farella Braun + Martel LLP Session Handout Intermediate |
Session 2: 11:00am-12:15pm
The Qualified Appraisal Requirement: Roles & Responsibilities
Qualified appraisal requirements for substantiating the value of charitable gifts - including the roles and responsibilities in obtaining the appraisal, as well as preparation of related IRS forms with a focus on setting helpful donor expectations in the gift planning process Jeffrey Underwood Kaspick & Company Session Handout Intermediate |
Session 3: 2:15pm-3:30pm
Case Studies: Giving Techniques for Unusual and Somewhat Unusual Fact Situations
Analyze actual gift situations to explore when and how to use certain giving techniques creatively (CRTs, CLT,s, gifts of remainder interests, outright gifts and gift annuities). B. Howard Pearson, Esq. Stanford University Session Handout Intermediate |
Session 4: 3:45pm-5:00pm
Donors Speak: What Works/Doesn't Work in Turning Prospects to Planned Giving Donors
What do prospective donors care about most and respond to best when being approached for a planned gift? Experienced philanthropist answer that all-important question. Panelists: Mical Atz Brenzel San Francisco Symphony Jo S. Hurley A.C.T. Prospero Society Jim Koshland San Francisco Jewish Community Federation Moderator: Linda Solow Jaffe, JD, CFRE Jewish Community Federation and Endowment Fund Session Handout Beginning / Intermediate |