• Home
  • About Us
    • Council History
    • 2023 Council Leadership
    • Donate
    • Get Involved
    • Recognition >
      • Hoffmire Award
      • Philanthropist Award
    • Privacy Policy
    • Contact Us
  • Membership
    • Join/Renew
    • Member Directory
    • Model Standards of Practice
  • Education
    • 2023 Upcoming Events
    • Heidi Strassburger Masters Programs
    • Programs History
    • Mentorship Program
    • Leave Your Legacy
    • Partner Events
  • 2023 Annual Conference
    • NCPGC 2023 Annual Conference
    • NCPGC 2023 Conference Schedule
    • NCPGC 2023 Conference Speakers
    • NCPGC 2023 Conference Sponsors
  Northern California Planned Giving Council

Quick Links:
Join NCPGC
CGP Web Site

2016 Conference Workshops

 
MORNING PLENARY 
Where is the Sector Headed -
​And What Does it Mean for Planned Giving?

presented by
​
Kay Sprinkel Grace, CFRE, Transforming Philanthropy
Download Handout
LUNCHEON KEYNOTE
What Planned Giving Teaches the Entire Profession

presented by
​Kim Klein, Klein and Roth Consulting

FUNDAMENTALS TRACK
Session 1:  9:30am-10:45am
Download Handout
Session 2:  11:00am-12:15pm
Download Handout
Session 3:  1:45pm-3:00pm
Download Handout
Session 4:  3:15pm-4:30pm
Download Handout
Estate Planning Basics
An introduction to common methods for transferring assets after death, basic estate plan structures for married couples of varying degrees of wealth, and incapacity planning.  

Philip Golden, JD
Stanford University

Understanding Life Income Gifts
Learn what you need to know about CGAs and CRTs and have better conversations about these life income gifts with your donors and board members.

Rebecca E. Dupras, Esq.
Silicon Valley Community Foundation

Building / Expanding a Legacy Program
Dare to ask your supporters, one-on-one, to make legacy gifts. Build or expand infrastructure to support the ask, not the other way around.

Greg Lassonde, CFRE
Legacy Giving Specialists

Putting it all Together
You have learned the techniques of gift planning and studied the instruments.  What's your next move? Ann will help you determine your path to a successful gift planning program. 

Ann Barden
Oregon Health & Science University Foundation


CULTIVATION & MARKETING TRACK
Session 1:  9:30am-10:45am
Download Handout
Session 2:  11:00am-12:15pm
Download Handout
Session 3:  1:45pm-3:00pm
Download Handout
Session 4:  3:15pm-4:30pm
Download Handout
Asking for the Planned Gift 
Asking never seems easy. What if it was less stressful and perhaps even fun? Asking in a respectful way can increase gift size and result in larger current gifts. Try out some new approaches that can work for those at any experience level.  

Kevin Johnson
Retriever Development Counsel LLC


This is Not a Black Box:  Successful Planned Gift Marketing 
How do you decide which planned gift marketing tools to employ? We’ll review a variety of techniques that can suit any size budget or program.

David Bonfilio
Canine Companions for Independence

Tracy Donahoe
Earthjustice 


Engaging Donors with Social Media & Email: Case Studies From Your Peers 
Learn how to effectively increase your reach with social media and email using practical and proven strategies that build relationships with donors and deliver results!

Molly Martin

Crescendo Interactive, Inc.
Looking for Gifts in All the Right Places:  Helpful Hints for Identifying Planned Giving Prospects and Turning "NO" into "YES"
This session will help fund raisers find the right prospects, turn a "no" into a gift, and uncover gifts they may not even have been looking for. 
  

Aviva Shiff Boedecker, JD
Sharpe Group



ADMINISTRATION TRACK
Session 1:  9:30am-10:45am
Download Handout
Session 2:  11:00am-12:15pm
Download Handout
Session 3:  1:45pm-3:00pm
Download Handout
Session 4:  3:15pm-4:30pm
Download Handout
Maximizing the Gift through Effective Bequest Administration
This program will guide charitable beneficiaries through the trust and probate administration process to ensure that they receive their full bequests.

Dylan Hendricks, Esq.
Hendricks McFarlane, Attorneys at Law


Charitable Gift Annuities - Beyond the Basics 
If you already know the basics, this highly interactive and case driven session will help you take your gift annuity conversations to the next level.

Craig C. Wruck
Humboldt State University


Nuts and Bolts of Gift Agreements   
Basic elements of gift agreements, issues to take into consideration when deciding  to make an agreement or a pledge legally binding, drafting  flexibility into gift purpose language to deal with future changed circumstances as well as other practical considerations.


Randi Silverman, JD
University of California, Berkeley 


Plannual Giving:  an Integrated Approach to Planned Giving Marketing 
The future of planned giving marketing is integration, not separation - a hybrid marketing mix, blending annual support and legacy gifts in the same communication vehicles. 

Ray Watts, CFRE, CSPG
University of Redlands

Patience Boudreaux, CSPG
University of Redlands



TECHNICAL TRACK
Session 1:  9:30am-10:45am
Download Handout
Session 2:  11:00am-12:15pm
Download Handout
Session 3:  1:45pm-3:00pm
Download Handout
Session 4:  3:15pm-4:30pm
Download Handout
Advantages of Planned Giving with Retirement Assets 
This workshop will allow you to easily identify and explain retirement assets to donors and assist them in understanding the benefits of leaving such assets to their preferred charity.

Theresa A. Nagle, JD
Consulting Estate and Charitable Planning Attorney


Gifts of Real Estate - Issues and Ideas  
This session will explore some of the legal and tax issues present in real estate gifts, as well as a few creative gift planning ideas.

Erik Dryburgh, Esq.
Adler & Colvin


Yikes! Finding and Fixing Self-Dealing
​Acts of Self-Dealing impose significant excise taxes on your clients and their charitable gifts. Come learn how to identify Self-Dealing and How to Fix it. 

Gregory W. Baker, JD, ChFC, CFP, CAP
Renaissance Administration LLC


Renaissance of the Pooled Income Fund
Learn what a Pooled Income Fund (PIF) is, how it works, how to administer a PIF and how to use it effectively. 


Michael B. Hobson, Esq.
Hobson & Hobson, Attorneys at Law


Robert L. Hobson, Esq. 
Hobson & Hobson, Attorneys at Law



SPECIAL TOPICS IN PLANNED GIVING
Session 1:  9:30am-10:45am
Download Handout
Charitable Gifts of Restricted Stock
This session will cover basic parameters and various corporate challenges associated with receiving public and private company stock as a charitable gift.   


Jill S. Dodd, Esq.
Manatt Phelps & Phillips LLP


Craig D. Miller, Esq.

Manatt Phelps & Phillips LLP


Session 2:  11:00am-12:15pm
Download Handout
Capacity and the Aging Brain 
Learn about some of the medical, practical and legal aspects of donors with diminishing capacity.

Alexandra Morris, MA
Alzheimer's Association

Stacie Polashuk Nelson, Esq.
Holland and Knight LLP


Session 3:  1:45pm-3:00pm
Download Handout
Impact Investing and Planned Giving: Values in Alignment 
Impact investing is a popular but often misunderstood strategy for philanthropy. This session will explore how aligning one’s values for giving can be applied to their investing as well.

Panelists:
Lisa L. K. Kleissner
The KL Felicitas Foundation


Justina Lai
Wetherby Asset Management
​

Lisa Parker
Family Circle Advisors

Moderator: 
Maggie Cutts
Mission Investors Exchange 


Session 4:  3:15pm-4:30pm
This session has no handout
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 philanthropists answer that all-important question.

Panelists:
​​
Jane A. Cook, CTFA
Northern Trust

​​
Dwight L. Johnson
Retired

John R. Trauth
Management Consultant

Moderator: Linda Solow Jaffe, JD, CFRE
Jewish Community Federation and Endowment Fund



  • Details subject to change without notice.
© 2017-2023 Northern California Planned Giving Council                                   Website Hosted By LiveImpact
  • Home
  • About Us
    • Council History
    • 2023 Council Leadership
    • Donate
    • Get Involved
    • Recognition >
      • Hoffmire Award
      • Philanthropist Award
    • Privacy Policy
    • Contact Us
  • Membership
    • Join/Renew
    • Member Directory
    • Model Standards of Practice
  • Education
    • 2023 Upcoming Events
    • Heidi Strassburger Masters Programs
    • Programs History
    • Mentorship Program
    • Leave Your Legacy
    • Partner Events
  • 2023 Annual Conference
    • NCPGC 2023 Annual Conference
    • NCPGC 2023 Conference Schedule
    • NCPGC 2023 Conference Speakers
    • NCPGC 2023 Conference Sponsors