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Quick Links:
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2017 Conference Workshops Handouts
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LUNCHEON KEYNOTE
What Equity, Diversity, and Inclusion Look Like in Fundraising presented by Vu Le, Executive Director, Rainier Valley Corps |
MORNING PLENARY
Misgiving: How Our Infatuation with Charitable Endowments is Hurting the Very People and Causes We’re Trying to Help presented by Alan M. Cantor, Principal and Founder, Alan Cantor Consulting LLC |
FUNDAMENTALS TRACK
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Session 1: 9:30am-10:45am
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Session 2: 11:00am-12:15pm
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Session 3: 1:45pm-3:00pm
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Session 4: 3:15pm-4:30pm
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Building Your Airplane While Flying It: How to Start a Planned Giving Program From Scratch (While Balancing Everything Else!)
Launching a planned giving program? Feeling overwhelmed? You are not alone. Learn from the successes (and failures) of others in the same situation. Panelists: Bonnie Feinberg SF-Marin Food Bank Andrea Rouah California State University, East Bay Moderator: Jeremy Benjamin San Francisco General Hospital Foundation |
Maximizing Estate Gifts - Understanding Your Organization's Rights as a Beneficiary
Congratulations! You’ve just been notified that your organization is the beneficiary of an estate gift. Now what? Discover your rights as a charitable beneficiary so you can decide when to press and when to be patient in order to maximize the gift. Linda P. Spuck, CFTA Union Bank |
You're Sitting on a Gold Mine: Marketing Planned Gifts
Leverage your existing communications' picks and shovels to give way to planned giving gold. Strategies are designed for small shops and large institutions alike. Renee Alanko, MBA University of California, Berkeley |
From Good to Great: Charitable Gift Annuities as a GREAT Planning Tool
Charitable Gift Annuities provide charitable solutions to donors’ taxing problems. Should you have a program or borrow one? Art Stine The Salvation Army |
CULTIVATION & MARKETING TRACK
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Session 1: 9:30am-10:45am
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Session 2: 11:00am-12:15pm
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Session 3: 1:45pm-3:00pm
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Session 4: 3:15pm-4:30pm
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Incorporating Blended Gifts
Hear from experienced panelists how incorporating blended gifts can be a strategic approach to gift planning. It provides for collaboration both internally and externally and helps meet both donor and institutional objectives by creating partners in philanthropy. Panelists: Jane A. Cook, CTFA Northern Trust Liz Gallegos Glynn, CFRE Santa Clara University Kevin Hughes, JD John Muir Health Foundation Moderator: Donna M. Bandelloni California Pacific Medical Center Foundation |
Using the Internet to Create An Effective Planned Giving Program
Learn how to create an effective online planned giving program, including effective methods to get donors engaged quickly and effectively. Allan Pressel PowerSite123 |
Dynamic Storytelling – How to Create and Deliver Presentations That Inspire Your Donors and Motivate Their Advisors
In this energetic session, you will learn why presentations are magical, how to get attendees to attend, and how to deliver a stellar performance. Lani Starkey, JD, LLM, CPA Fifty Rock Conslting LLC |
Donor Cultivation Strategies
Learn effective strategies to cultivate and engage donors while working with limited resources, a small staff or volunteer board members. Amanda Kiernan Martin, JD Episcopal Diocese of California Christina Mathis CCS Fundraising |
FINANCE & ADMINISTRATION TRACK
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Session 1: 9:30am-10:45am
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Session 2: 11:00am-12:15pm
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Session 3: 1:45pm-3:00pm
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Session 4: 3:15pm-4:30pm
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New Accounting Rules on Reporting Endowments and Restricted Funds
Learn about upcoming changes that will impact how financial results are reported and presented to your donors, foundations and your board members. Daniel Figueredo, CPA, CGMA BPM LLP Nathan Farris, CPA BPM LLP |
Endowments and More
This session will review the law of endowments, and then turn to current issues such as spending rates, releasing restrictions, and the changing accounting standards. Erik D. Dryburgh, Esq. Adler & Colvin |
Best Practices in Gift Acceptance Policies
Knowing the rules of the road for raising funds at your institution is critical to your success. Understanding good development guidelines can get you there. Jeff Lydenberg PG Calc, Inc. |
Leadership: A Theoretical and Practical Guide
In this workshop you will learn some theories and tools on leadership that will help you if you aspire to a position of leadership or already are leading now. Kevin T. Crilly, JD University of California, Berkeley |
TECHNICAL TRACK
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Session 1: 9:30am-10:45am
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Session 2: 11:00am-12:15pm
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Session 3: 1:45pm-3:00pm
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Session 4: 3:15pm-4:30pm
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Let's Make a Deal: Charitable Gifts of Real Estate
A practical discussion about how to accept gifts of real estate to fund planned gifts and direct gifts Carol Bradford, JD California Community Foundation William Finestone, Esq. Blank Rome LLP |
When Your Donor has a Donor Advised Fund
Have you ever had a gift solicitation in process, ready to close the gift only to have the donor say, "We are so excited! We opened a donor advised fund today!"? What does this development mean for you, the gift in play and your relationship with the donor? This program will guide fundraisers trying to successfully navigate use of this creative giving vehicle. Sindy L. Craig, JD, LLM The San Francisco Foundation |
8 Cool Ways Your Donors Can Give with CRTs
Come get a quick CRT review followed by several case studies that describe creative ways to use a CRT to help donors make charitable gifts. Gregory W. Baker, JD, ChFC, CFP, CAP Renaissance Charitable Foundation, Inc |
CRTs in Midlife Crisis: Terminating, Accelerating and Fixing Charitable Remainder Trusts
A CRT may make perfect sense at the time it is established. But these irrevocable trusts can last for decades and many things can change over time, including a donor’s income requirements and philanthropic objectives, and it may be desirable to change the arrangement to fit changed circumstances (or simply to correct mistakes). We will explore alternative ways to terminate, accelerate and alter CRTs and the tax consequences of each alternative. David Wheeler Newman, Esq Mitchell Silberberg & Knupp LLP |
SPECIAL TOPICS IN PLANNED GIVING
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Session 1: 9:30am-10:45am
Post-Election Charitable Planning and Hot Philanthropic Trends
Given recent and proposed changes in tax law, the need to carefully plan charitable gifts for optimal tax benefits is now more important than ever. Justin T. Miller, JD, LLM, TEP, AEP®, CFP® |
Session 2: 11:00am-12:15pm
Breaking Out of the Boxes: How “Aspirational Impact Funds” Can Help Your Organization Achieve Real Impact, While Giving Your Donors the Recognition They Deserve
Our plenary speaker will go into greater depth about innovative hybrid funds that can both directly meet mission and donors' need for recognition. Alan M. Cantor Alan Cantor Consulting LLC |
Session 3: 1:45pm-3:00pm
From Lawrence Welk to Lady Gaga; Bridging the Generational Divide in Family Philanthropy
Learn how families successfully engage multiple generations in giving and how their wealth managers, financial planners, CPAs, attorneys and other professional advisors can create lasting relationships with their clients and their families through charitable giving. Lisa Parker Lawrence Welk Family Foundation |
Session 4: 3:15pm-4:30pm
Effective Compassion: Working with Grievers
Grief is a touchstone of humanity. And yet, few of us are comfortable with grief in others. This workshop will provide you with concrete tools for working with grievers compassionately and effectively. Elizabeth "Libby" Palomeque, CFP, CGRS, Level 2 Degriefing Practitioner First Republic Investment Management |
- Details subject to change without notice.