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Quick Links:
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2018 Conference Workshop Handouts
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LUNCHEON KEYNOTE
Philanthropy 2.0: Make Giving the Norm presented by Alexandre Mars, Founder & CEO Epic |
MORNING PLENARY
The Secret Sauce for Gift Planning: Lessons from Successful Nonprofits presented by Kathryn W. Miree, President Kathryn W. Miree & Associates, Inc. |
FUNDAMENTALS TRACK
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Session 1: 9:30am-10:45am
Elder Abuse: Understanding Limits on How We Can Help Elder abuse affects our families, friends, colleagues, donors- just about everyone. Yet it remains a fringe issue, with little understanding as to how we as advisors, fundraisers, or friends can address it and what tools are available to us. We will walk through several case studies to illustrate the challenges present in elder abuse cases. John C. Lansing, Esq., Partner Taylor, Summers, Torossian & Lansing LLP |
Session 2: 11:00am-12:15pm
Top 10 Best Practices for a Successful Planned Giving Program The success of a planned giving program starts with the commitment of the Board of a charitable organization to its fundraising and development initiatives. Katrina Pipasts, CSPG, Senior Vice President National Director of Planned Giving Services, Northern Trust |
Session 3: 1:45pm-3:00pm
Managing the Donor Downgrade
With the largest generation of donors in history turning 70 over the next 15 years, are you prepared to address and potentially benefit from managing the “donor downgrade”? Barlow Mann, C.O.O. & Legal Counsel Sharpe Group |
Session 4: 3:15pm-4:30pm
Building a Tool Kit for Legacy Identification, Cultivation and Stewardship
Join the conversation with three planned giving officers who will share their vast experiences in successful prospect outreach, cultivation, and stewardship. Panelists Audrey Yee, Esq., Director, Planned Gifts Golden Gate National Parks Conservancy Jay Auslander, JD, Director of Gift Planning California Academy of Sciences Mitch Fong, Individual and Planned Giving Officer The Marine Mammal Center |
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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A Bountiful Blend: Gifts of Cash, Assets (or Both) and Those Who Give Them
In this session, you will learn best practices for identifying gift prospects with complex assets, as well as the strategies for closing these gifts. Lawrence C. Henze, J.D., Principal Consultant Blackbaud Target Analytics Greg Ring, Co-Founder/Principal The Giving Crowd |
Yes, We DO Accept Legacy Gifts! Marketing your Planned Giving Program
Picture it: well-established institution; old marketing tools; moderate but consistent legacy gift activity. Two seasoned professionals breathe new life into a rusty legacy marketing machine. Come hear how they did it. David Russo, Senior Director of Planned Giving Catholic Charities of Santa Clara County Christi Shaw, Senior Director of Development Marketing Catholic Charities of Santa Clara County |
The Family That Gives Together Gives More: The New Tax Law and Multi-Generational Gift Planning
Insights on the impact of the new tax law on charitable gifting and how conversations with donors will have to shift towards a multi-generational focus. Elizabeth Sevilla, Partner Seiler LLP |
Real Estate Gifts: Setting Donor Expectations
The presenters will take you on a “guided hike” through the necessary expectations to set when working with donors on real estate gifts. Kristin Dugdale, JD, Relationship Manager TIAA Kaspick Jeff Underwood, Senior Relationship Manager TIAA Kaspick |
FINANCE & ADMINISTRATION TRACK
Donor Advised Funds: More Than Parking Lots
This session will review key issues around the use of donor advised funds and will highlight ways that charitable organizations can work with donor advised fund providers to attract support. Daniel Figueredo, CPA, Partner BPM LLP Ruben Orduña, VP, Development & Donor Services The San Francisco Foundation |
More Effective Gift Acceptance Policies and Procedures
This session focuses on the policies and procedures that will encourage efficient use of fundraising resources while managing risk to the organization. David Wheeler Newman, Chair of the Charitable Sector Practice Mitchell Silberberg & Knupp LLP |
Session 3: 1:45pm-3:00pm
Keeping the Wolf from the Non-Profit Door: Preventing Worst-Case Scenarios in Planned Giving and Assuring Fundraising Success
Examine potential risks to your fundraising programs, learn strategies to control those risks and a framework to engage staff / board leadership in sustained success. Katharine Earhart, Principal Alesco Advisors Maya Tussing, Principal Alesco Advisors |
Completing the Planned Gift: What to Do When Your Donor Dies
Our donors’ generous gifts from wills and trust are only complete AFTER we receive it and use it as they intended. Art Stine, Planned Giving Officer American Red Cross |
TECHNICAL TRACK
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Session 1: 9:30am-10:45am
Structuring Philanthropy: What Works When
This session will explore what philanthropic vehicle will best achieve your client/donor's objectives - from private foundations to single member LLCs. Erik Dryburgh, Principal Adler & Colvin |
Session 2: 11:00am-12:15pm
Leveraging Complex Assets - Maximizing Impact for Your Clients
A thought-provoking presentation where attendees will learn about the growing trend of contributing complex assets, such as privately-held C-and S-corp stock, real estate, limited partnership interests, and certain publicly-traded stock, to public charities. These can often be the most highly appreciated assets in a client's portfolio, and contributing them to charity can potentially minimize capital gains exposure. Amy Grossman, JD, Vice President Complex Assets Group, Fidelity Charitable |
Twelve Ways to Close More Gift Annuities
This session, using case studies, shows that you will close more gift annuities if you are not limited to common donor scenarios, traditional funding assets, and standard presentations. Frank Minton, Principal Frank Minton Consulting |
Session 4: 3:15pm-4:30pm
Charitable Lead Trusts in the New Tax Landscape
We will explore how the new tax laws impact the planning for charitable lead trusts and other alternatives. Vivian Redsar, JD, LLM Manatt, Phelps & Phillips LLP Sarah Copeland, Vice President Jordan Park |
SPECIAL TOPICS IN PLANNED GIVING
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Session 1: 9:30am-10:45am
Metrics and Measures that Motivate Success
Gift planning metrics are frequently misunderstood and misapplied. This session focuses on tying metrics to a program plan and selecting and applying metrics that motivate success. Kathryn Miree, President Kathryn Miree & Associates, Inc. |
Session 2: 11:00am-12:15pm
Best Practices of Mega Gifts
How do you attract a large gift for your organization? Once you manage to do so, what are the next steps? How do you document the parties' mutual promises? We will speak from firsthand experience, as well as some historical examples, on what works, what doesn't, and how to avoid pitfalls. Donna Bandelloni, Director of Gift Planning California Pacific Medical Center Foundation Barbara Murphy, Partner Farella Braun & Martel LLP |
Session 3: 1:45pm-3:00pm
1% Pledge: Reaching Diverse Generations of Bequest Donors
This workshop explores a possible strategy to start talking to younger donors about future bequests. Rebecca Dupras, Esq. Brigit Kavanagh, Esq., Partner Kavanagh Rhomberg LLP |
Session 4: 3:15pm-4:30pm
Career Development and Recruiting Planned Giving Professionals
Looking to advance your career in the nonprofit world? Interested in transitioning to the nonprofit world from the corporate or legal sector? Can’t figure out how to find your next staff person? Can’t figure out how to best promote your own talents? This workshop will provide you with valuable tools to accomplish all your personal career goals and recruiting tips from the view point of a career nonprofit executive turned recruiter. Victoria Silverman, Managing Founder Cook Silverman Search |
- Please note that some handouts will be made available the day of the conference.