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  Northern California Planned Giving Council

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Join NCPGC
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THE 28TH ANNUAL  NORTHERN CALIFORNIA PLANNED GIVING CONFERENCE HAS ENDED. WE THANK ALL OUR SPONSORS, PRESENTERS, AND PARTICIPANTS FOR AN AMAZING VIRTUAL EXPERIENCE.

HOPE TO SEE YOU AGAIN  (VIRTUALLY) NEXT YEAR!




Conference Program

Sessions begin at 8:30 AM and end at 12:30 PM for both days
DAY 1: TUESDAY,  MAY 4, 2021

8:30 – 9:10   Welcome and Keynote Speaker
LeeAnn Woodward:  "Disaster Fundraising & Adapting During COVID"

9:10 – 9:20   Break
The Zoom Room will be open! Come visit with friends and sponsors!

Breakout 1
9:20 – 10:20   Basic 
Bill Ruettinger:  "Planned Giving’s Greatest Hits: The Most Common Gift Types and Their Functions"

9:20 – 10:20   Technical 
Amanda Kiernan Martin & Blake Grossman:  "CGAs Beyond the Basics"

10:20 – 10:30  Break
The Zoom Room will be open! Come visit with friends and sponsors!

Breakout 2
10:30 – 11:30   Basic
Greg Lassonde:  "You Too Can Do Legacy Giving"

10:30 – 11:30   Technical 
Bill Knox & Laura Alexander:  "Real Estate: Tricky Technical Issues and Workarounds"

11:30 – 11:40  Break
The Zoom Room will be open! Come visit with friends and sponsors!

11:40 – 12:10  Ask the Experts
3 breakout rooms hosted by a sponsor and an  expert, including some of NCPGC’s fabulous Basics faculty. Our experts are:
  • Stacie Polashuk Nelson, Partner, Holland & Knight
  • Jean Gorman, Director, Gift Planning, Lucile Packard Foundation for Children’s Health
  • Barbara Rhomberg, Partner, Kavanagh Rhomberg LLP
Bring your burning questions! Sample topics for breakout rooms include:
• CRTs
• UPMIFA / Endowments
• Gift Acceptance issues
• Donor Capacity issues
• Estate waivers / administration issues

12:10 – 12:30  Closing
DAY 2:  WEDNESDAY,  MAY 5, 2021

8:30 – 9:10  Introduce Scholarship Recipients

9:10 – 9:20  Break
The Zoom Room will be open! Come visit with friends and sponsors!

Breakout 1
9:20 – 10:20  Basic
Aviva Shiff Boedecker:  "The 7 Biggest Planned Gift Marketing Mistakes and How to Avoid Them"

9:20 – 10:20   Technical
Stephanie Buckley & Tamara Wallenstein: "Charitable Strategies for Business Owners"

10:20 – 10:30  Break 
The Zoom Room will be open! Come visit with friends and sponsors!

Breakout 2
10:30 – 11:30  Basic
Hal Abrams:  "The Intersection of Planned Gifts and Major Gifts"

10:30 – 11:30  Technical
Erik Dryburgh:  "UPMIFA - Open Issues and Conundrums"

11:30 – 11:40  Break
The Zoom Room will be open! Come visit with friends and sponsors!

11:40 – 12:20  Plenary Speaker
David Greco:  "The Full Cost of Fundraising: Supporting Equity and Economic Opportunity"

12:20 – 12:30  Closing



Speakers:

Basic Track:
  • Bill Ruettinger, Sr. Director, Gift Planning & Endowment, KQED:  "Planned Giving's Greatest Hits: The Most Common Gift Types and Their Functions"
  • Greg Lassonde, Legacy Giving Specialist:  "You Too Can Do Legacy Giving"
  • Aviva Shiff Boedecker, Gift Planning Consultant:  "The 7 Biggest Planned Gift Marketing Mistakes and How to Avoid Them"
  • Hal Abrams, Vice President, Clark College Foundation:  "The Intersection of Planned Gifts and Major Gifts"

Technical Track:
  • Amanda Kiernan Martin, Office of Gift Planning, CPMC Foundation & Blake Grossman, Associate Director of Planned Giving, Stanford University:  "CGAs Beyond the Basics"
  • Bill Knox, Director, Planned Gift Technical Consulting, TIAA Kaspick & Laura Alexander, Senior Relationship Manager, TIAA Kaspick:  "Real Estate: Tricky Technical Issues and Workarounds"
  • Stephanie Buckley, Sr. Regional Fiduciary Manager, Philanthropic Services, Wells Fargo Private Bank, and Tamara Wallenstein, Sr. Philanthropic Specialist, Wells Fargo Private Bank:  "Charitable Strategies for Business Owners"
  • Erik Dryburgh, Principal, Adler & Colvin:  "UPMIFA: Open Issues and Conundrums"

Keynote:
LeeAnn Woodward, Regional Chief Development Officer, American Red Cross:  “Disaster Fundraising & Adapting During COVID”

Plenary:
David Greco, Founder, Social Sector Partners: “The Full Cost of Fundraising: Supporting Equity and Economic Opportunity” 

Ask the Experts:

Stacie Polashuk Nelson, Partner, Holland & Knight
Jean Gorman, Director, Gift Planning, Lucile Packard Foundation for Children’s Health
Barbara Rhomberg, Partner, Kavanagh Rhomberg LLP




DOWNLOAD FULL EVENT PROGRAM HERE.

DOWNLOAD EVENT FLYER HERE.

DOWNLOAD EVENT SPONSORSHIP PACKET HERE.

​Thank You to Our Generous Sponsors! 

PREMIER

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PLATINUM

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Keynote Speaker Sponsor
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Scholarship Sponsor

GOLD

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SILVER

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© 2017-2025 Northern California Planned Giving Council                                   Website Hosted By LiveImpact
  • Home
  • About Us
    • Council History
    • 2025 Council Leadership
    • Donate
    • Get Involved
    • Recognition >
      • Hoffmire Award
      • Philanthropist Award
    • Privacy Policy
    • Contact Us
  • Membership
    • Join/Renew
    • Member Directory
    • Model Standards of Practice
  • Education
    • 2025 Upcoming Events
    • 2025 Planned Giving Basics Course
    • Heidi Strassburger Masters Programs
    • Programs History
    • Leave Your Legacy
  • Sponsorship
  • 2025 Conference
    • 2025 Conference Schedule
    • 2025 Conference Speakers
    • 2025 Conference Sponsorship