2021 Conference Speakers
CONFERENCE SPEAKERS (In alphabetical order by last name)
Hal Abrams, Vice President, Clark College Foundation
Hal Abrams began his career as an estate planning attorney in San Francisco. He first moved into the nonprofit sector in 1996 as a gift-planning fundraiser at University of California, Berkeley.
Hal served as a fundraising consultant for Grenzebach Glier & Associates. Additionally, at Lewis & Clark College, he served as vice president for institutional advancement from 2012 to 2015. While at University of Oregon from 2004 to 2012, he was senior director of gift planning and later, associate athletic director who oversaw major giving. In 2017, Clark College Foundation hired Hal as associate vice president of development operations. Hal is now Vice President of Clark College Foundation.
Hal has a law degree from University of San Francisco, a master’s in taxation law from Golden State University and a bachelor’s from University of California, Los Angeles. He has served on numerous planned giving boards, including the Northwest Planned Giving Roundtable. He is a sports enthusiast with three teenage children.
Hal Abrams began his career as an estate planning attorney in San Francisco. He first moved into the nonprofit sector in 1996 as a gift-planning fundraiser at University of California, Berkeley.
Hal served as a fundraising consultant for Grenzebach Glier & Associates. Additionally, at Lewis & Clark College, he served as vice president for institutional advancement from 2012 to 2015. While at University of Oregon from 2004 to 2012, he was senior director of gift planning and later, associate athletic director who oversaw major giving. In 2017, Clark College Foundation hired Hal as associate vice president of development operations. Hal is now Vice President of Clark College Foundation.
Hal has a law degree from University of San Francisco, a master’s in taxation law from Golden State University and a bachelor’s from University of California, Los Angeles. He has served on numerous planned giving boards, including the Northwest Planned Giving Roundtable. He is a sports enthusiast with three teenage children.
Laura Alexander, J.D., Senior Relationship Manager, TIAA Kaspick
Laura Alexander, J.D. is Senior Relationship Manager at TIAA Kaspick. Laura joined TIAA Kaspick in 2014 from Dartmouth College, where she was Associate Director of Gift Planning. Prior to working at Dartmouth, she practiced law with Bryan Cave LLP in the areas of securities, mergers and acquisitions, real estate, and banking. Laura holds a B.A. in American Studies summa cum laude from California State University, Fullerton, and a J.D. from Vanderbilt University School of Law. She has served as a board member of the Planned Giving Council of New Hampshire and Vermont.
Laura Alexander, J.D. is Senior Relationship Manager at TIAA Kaspick. Laura joined TIAA Kaspick in 2014 from Dartmouth College, where she was Associate Director of Gift Planning. Prior to working at Dartmouth, she practiced law with Bryan Cave LLP in the areas of securities, mergers and acquisitions, real estate, and banking. Laura holds a B.A. in American Studies summa cum laude from California State University, Fullerton, and a J.D. from Vanderbilt University School of Law. She has served as a board member of the Planned Giving Council of New Hampshire and Vermont.
Aviva Shiff Boedecker, J.D., Gift Planning Consultant
Aviva Shiff Boedecker is an attorney and a nationally recognized gift planner with over 35 years of experience as a director of planned giving and as a resource on philanthropy for professional advisors and individual donors.
Her experience includes serving as Director of Planned Giving at the University of California, Berkeley, and as Director of Gift Planning for the Marin Community Foundation. She started San Francisco Ballet’s planned giving program, and before that was in the private practice of law. Since 2009 Aviva has provided planned giving consulting services and training both independently and as a senior consultant for Sharpe Group.
Aviva has served on the board of the National Association of Charitable Gift Planners and is a past President of the Northern California Planned Giving Council and of the Marin County Estate Planning Council. She has been recognized for her professional accomplishments and contributions to the planned giving community with the Northern California Planned Giving Council’s Phil Hoffmire Service Award. Aviva has been a member of Planned Giving Today’s Editorial Advisory Board, writes for many planned giving publications, and is a frequent lecturer on planned giving.
Aviva is a Big Sister with Big Brothers Big Sisters, a member of the Belvedere-Tiburon Library Foundation’s Board of Directors, and has been involved with many other nonprofit and community organizations. She is an alumna of the University of California, Berkeley, and the University of California, Hastings College of Law, and a member of the California Bar.
Aviva Shiff Boedecker is an attorney and a nationally recognized gift planner with over 35 years of experience as a director of planned giving and as a resource on philanthropy for professional advisors and individual donors.
Her experience includes serving as Director of Planned Giving at the University of California, Berkeley, and as Director of Gift Planning for the Marin Community Foundation. She started San Francisco Ballet’s planned giving program, and before that was in the private practice of law. Since 2009 Aviva has provided planned giving consulting services and training both independently and as a senior consultant for Sharpe Group.
Aviva has served on the board of the National Association of Charitable Gift Planners and is a past President of the Northern California Planned Giving Council and of the Marin County Estate Planning Council. She has been recognized for her professional accomplishments and contributions to the planned giving community with the Northern California Planned Giving Council’s Phil Hoffmire Service Award. Aviva has been a member of Planned Giving Today’s Editorial Advisory Board, writes for many planned giving publications, and is a frequent lecturer on planned giving.
Aviva is a Big Sister with Big Brothers Big Sisters, a member of the Belvedere-Tiburon Library Foundation’s Board of Directors, and has been involved with many other nonprofit and community organizations. She is an alumna of the University of California, Berkeley, and the University of California, Hastings College of Law, and a member of the California Bar.
Stephanie Buckley, J.D., Sr. Vice President and Sr. Regional Fiduciary Manager, Philanthropic Services, Wells Fargo Private Bank
Stephanie Buckley serves as Senior Vice President and Senior Regional Fiduciary Manager of Philanthropic Services within Wells Fargo Private Bank. Prior to joining Wells Fargo, Stephanie worked at Pepperdine University for over 10 years as an associate vice chancellor of the Center for Estate and Gift Planning. She also served an associate vice chancellor at the law school where she raised major gifts, managed the school’s board of visitors, and taught as an adjunct faculty member.
Stephanie earned a B.A. degree in Economics with high honors from the University of California, Santa Barbara; a J.D. with a specialization in business law from the University of California, Los Angeles School of Law; and an LL.M. in taxation with honors from Loyola Law School in Los Angeles. Ms. Buckley is a member of the State Bar of California, on the editorial board for Planned Giving Today, a former trustee for Heifer International Foundation, and a past president for both the Los Angeles Council for Charitable Gift Planners and the Planned Giving Council of Ventura County. She serves on the faculty of the American Institute for Philanthropic Studies and formerly taught at UCLA Extension. Stephanie is a former college gymnast.
Stephanie Buckley serves as Senior Vice President and Senior Regional Fiduciary Manager of Philanthropic Services within Wells Fargo Private Bank. Prior to joining Wells Fargo, Stephanie worked at Pepperdine University for over 10 years as an associate vice chancellor of the Center for Estate and Gift Planning. She also served an associate vice chancellor at the law school where she raised major gifts, managed the school’s board of visitors, and taught as an adjunct faculty member.
Stephanie earned a B.A. degree in Economics with high honors from the University of California, Santa Barbara; a J.D. with a specialization in business law from the University of California, Los Angeles School of Law; and an LL.M. in taxation with honors from Loyola Law School in Los Angeles. Ms. Buckley is a member of the State Bar of California, on the editorial board for Planned Giving Today, a former trustee for Heifer International Foundation, and a past president for both the Los Angeles Council for Charitable Gift Planners and the Planned Giving Council of Ventura County. She serves on the faculty of the American Institute for Philanthropic Studies and formerly taught at UCLA Extension. Stephanie is a former college gymnast.
Erik Dryburgh, J.D., Principal, Adler & Colvin
Erik Dryburgh is a principal in the law firm of Adler & Colvin, a law firm specializing in representing nonprofit organizations and their donors. He has an undergraduate business degree from the University of Wisconsin at Madison, and earned his J.D. at the University of California at Berkeley, Boalt Hall.
Erik’s areas of expertise include charitable gift planning, not-for-profit organizations, donor-advised funds and endowments. Erik is a past Chair of the Charitable Planning and Exempt Organizations Committee of the American College of Trust and Estate Counsel (ACTEC) and a member of American Bar
Association’s Real Property, Trust and Estate Law Section.
He is a past Board member of the Partnership for Philanthropic Planning (formerly NCPG), the San Francisco Estate Planning Council, and the Northern California Planned Giving Council. Erik received the 2005 Phil Hoffmire Service Award from the Northern California Planned Giving Council.
Erik Dryburgh is a principal in the law firm of Adler & Colvin, a law firm specializing in representing nonprofit organizations and their donors. He has an undergraduate business degree from the University of Wisconsin at Madison, and earned his J.D. at the University of California at Berkeley, Boalt Hall.
Erik’s areas of expertise include charitable gift planning, not-for-profit organizations, donor-advised funds and endowments. Erik is a past Chair of the Charitable Planning and Exempt Organizations Committee of the American College of Trust and Estate Counsel (ACTEC) and a member of American Bar
Association’s Real Property, Trust and Estate Law Section.
He is a past Board member of the Partnership for Philanthropic Planning (formerly NCPG), the San Francisco Estate Planning Council, and the Northern California Planned Giving Council. Erik received the 2005 Phil Hoffmire Service Award from the Northern California Planned Giving Council.
David Greco, Founder, Social Sector Partners
David Greco is a nationally recognized nonprofit leader, speaker, and author on creating a more sustainable and effective social sector. Today David serves as Executive Director of All Stars Helping Kids investing in youth and driving innovation to help break the cycle of poverty in the Bay Area.
David began his career working on political campaigns before moving into the nonprofit sector where he has worked to provide access to education for economically disadvantaged youth, built community coalitions around improving the social determinants of health for young people, and supported environmental education and wildlife habitat conservation. In all of his work, David has focused on helping organizations scale programs, expand services, and increase impact.
Prior to leading All Stars, David founded Social Sector Partners to help nonprofits and funders better understand what it really costs for nonprofits to be sustainable and achieve impact. He worked with nonprofits on how to develop revenue and fundraising strategies and partnered with funders to adapt
grantmaking practices to better support nonprofit sustainability and impact.
He created and led the Full Cost Project in California to increase the number of grantmakers providing full cost funding, served as Interim President and CEO for Northern California Grantmakers, was the Vice President of the Nonprofit Finance Fund (NFF) for more than five years, and Vice President of the Youth Leadership Institute. He regularly speaks at national conferences, has trained thousands of social sector leaders on financial sustainability, and he has partnered with the staff, trustees, and grantees for dozens of foundations.
He is the author of “Nonprofit Financial Management” featured in “Nonprofit Management 101: A Complete and Practical Guide for Leaders and Professionals” edited by Darian Rodriguez Heyman and Laila Brenner, and "Think Money First! Ending the Culture of Scarcity and Achieving Real Impact.” David served for 10 years in the Air Force and Air Force Reserve, and earned his M.A. in Political Science from Villanova University and B.S. in History & Politics from Drexel University.
David Greco is a nationally recognized nonprofit leader, speaker, and author on creating a more sustainable and effective social sector. Today David serves as Executive Director of All Stars Helping Kids investing in youth and driving innovation to help break the cycle of poverty in the Bay Area.
David began his career working on political campaigns before moving into the nonprofit sector where he has worked to provide access to education for economically disadvantaged youth, built community coalitions around improving the social determinants of health for young people, and supported environmental education and wildlife habitat conservation. In all of his work, David has focused on helping organizations scale programs, expand services, and increase impact.
Prior to leading All Stars, David founded Social Sector Partners to help nonprofits and funders better understand what it really costs for nonprofits to be sustainable and achieve impact. He worked with nonprofits on how to develop revenue and fundraising strategies and partnered with funders to adapt
grantmaking practices to better support nonprofit sustainability and impact.
He created and led the Full Cost Project in California to increase the number of grantmakers providing full cost funding, served as Interim President and CEO for Northern California Grantmakers, was the Vice President of the Nonprofit Finance Fund (NFF) for more than five years, and Vice President of the Youth Leadership Institute. He regularly speaks at national conferences, has trained thousands of social sector leaders on financial sustainability, and he has partnered with the staff, trustees, and grantees for dozens of foundations.
He is the author of “Nonprofit Financial Management” featured in “Nonprofit Management 101: A Complete and Practical Guide for Leaders and Professionals” edited by Darian Rodriguez Heyman and Laila Brenner, and "Think Money First! Ending the Culture of Scarcity and Achieving Real Impact.” David served for 10 years in the Air Force and Air Force Reserve, and earned his M.A. in Political Science from Villanova University and B.S. in History & Politics from Drexel University.
Blake Grossman, Associate Director of Planned Giving, Stanford University
Blake Grossman is the Associate Director of Planned Giving for Stanford University and has had the pleasure of working in the planned giving field for eight years supporting various schools and units at the university in addition to Stanford Health Care. He received his B.A. from Indiana University, Bloomington, in 2003, his J.D. from Golden Gate University School of Law in 2007, and his LL.M. from Golden Gate University School of Law in 2012. Blake practiced as a trust and estate planning attorney at Springs & Associates, P.C., in San Francisco for more than five years before joining Stanford.
Blake Grossman is the Associate Director of Planned Giving for Stanford University and has had the pleasure of working in the planned giving field for eight years supporting various schools and units at the university in addition to Stanford Health Care. He received his B.A. from Indiana University, Bloomington, in 2003, his J.D. from Golden Gate University School of Law in 2007, and his LL.M. from Golden Gate University School of Law in 2012. Blake practiced as a trust and estate planning attorney at Springs & Associates, P.C., in San Francisco for more than five years before joining Stanford.
Bill Knox, Director, Planned Gift Technical Consulting, TIAA Kaspick
Bill Knox joined TIAA Kaspick in 2012 as the Director of Technical Consulting. He provides expert tax and technical advice to Kaspick and its clients in all aspects of estate and planned giving and gift administration. Bill has worked for nearly 20 years in the field of philanthropy and charitable organizations. He serves as the legal expert to a number of charitable affinity groups and regularly presents on a variety of topics at both regional and national events. Bill holds a B.A. in political science from the California State University, Chico. He received his J.D. from the Columbus School of Law at the Catholic University of America in Washington, D.C. and his LL.M. in Tax from Loyola Law School, Los Angeles, California.
Bill Knox joined TIAA Kaspick in 2012 as the Director of Technical Consulting. He provides expert tax and technical advice to Kaspick and its clients in all aspects of estate and planned giving and gift administration. Bill has worked for nearly 20 years in the field of philanthropy and charitable organizations. He serves as the legal expert to a number of charitable affinity groups and regularly presents on a variety of topics at both regional and national events. Bill holds a B.A. in political science from the California State University, Chico. He received his J.D. from the Columbus School of Law at the Catholic University of America in Washington, D.C. and his LL.M. in Tax from Loyola Law School, Los Angeles, California.
Greg Lassonde, CFRE, Legacy Giving Specialist
Greg Lassonde, CFRE, began working in legacy giving in 1992. His firm, Greg Lassonde - Legacy Program Specialists, helps build, sustain and audit programs. Greg has built a diverse client base of 60+ organizations nationally, primarily in the greater Bay Area. His staff fund-development experience since 1982 covers the full spectrum of programs with a wide variety of nonprofits. He is a past board member and officer of: Northern California Planned Giving Council, Silicon Valley Planned Giving Council, AFP – Golden Gate Chapter, Youth Radio, Development Exchange International, and Development Executives Roundtable; and past board member of Oakland Zoo Foundation.
Greg Lassonde, CFRE, began working in legacy giving in 1992. His firm, Greg Lassonde - Legacy Program Specialists, helps build, sustain and audit programs. Greg has built a diverse client base of 60+ organizations nationally, primarily in the greater Bay Area. His staff fund-development experience since 1982 covers the full spectrum of programs with a wide variety of nonprofits. He is a past board member and officer of: Northern California Planned Giving Council, Silicon Valley Planned Giving Council, AFP – Golden Gate Chapter, Youth Radio, Development Exchange International, and Development Executives Roundtable; and past board member of Oakland Zoo Foundation.
Amanda Kiernan Martin, J.D., Office of Gift Planning, CPMC Foundation
Amanda Kiernan Martin is the Director of Planned Giving for the California Pacific Medical Center Foundation, a Sutter Health Affiliate. CPMC is one of the largest not-for-profit medical centers in California with four campuses located throughout San Francisco. Prior to joining CPMC, Amanda worked for the Episcopal Diocese of California, the University of Notre Dame, and United Way.
With more than a decade of experience across the nonprofit spectrum, Amanda has worked in nearly every area of fundraising from grant writing to major gifts to planned giving. She currently serves on the board for the Northern California Planned Giving Council as Co-Chair for the NCPGC Conference and as a volunteer mentor for Girls on the Run. She has an undergraduate degree from the University of Denver and a Juris Doctorate from the University of Notre Dame.
Amanda Kiernan Martin is the Director of Planned Giving for the California Pacific Medical Center Foundation, a Sutter Health Affiliate. CPMC is one of the largest not-for-profit medical centers in California with four campuses located throughout San Francisco. Prior to joining CPMC, Amanda worked for the Episcopal Diocese of California, the University of Notre Dame, and United Way.
With more than a decade of experience across the nonprofit spectrum, Amanda has worked in nearly every area of fundraising from grant writing to major gifts to planned giving. She currently serves on the board for the Northern California Planned Giving Council as Co-Chair for the NCPGC Conference and as a volunteer mentor for Girls on the Run. She has an undergraduate degree from the University of Denver and a Juris Doctorate from the University of Notre Dame.
Bill Ruettinger, J.D., Sr. Director, Gift Planning & Endowment, KQED
Bill Ruettinger is the Senior Director of Gift Planning & Endowment at KQED, the Bay Area’s home of NPR and PBS. Prior to KQED, Bill was the Director of Gift Planning at the American Red Cross Bay Area Chapter, where he was privileged to serve on numerous local, state, and national disaster deployments.
He attended Columbia and received his J.D. from Ohio State. He practiced corporate law with Bay Area law firms for 11 years before joining the Red Cross. Bill has been an NCPGC member for 15 years and served on its Board, where he chaired the Community Relations Committee.
Bill Ruettinger is the Senior Director of Gift Planning & Endowment at KQED, the Bay Area’s home of NPR and PBS. Prior to KQED, Bill was the Director of Gift Planning at the American Red Cross Bay Area Chapter, where he was privileged to serve on numerous local, state, and national disaster deployments.
He attended Columbia and received his J.D. from Ohio State. He practiced corporate law with Bay Area law firms for 11 years before joining the Red Cross. Bill has been an NCPGC member for 15 years and served on its Board, where he chaired the Community Relations Committee.
Tamara Wallenstein, Vice President and Senior Philanthropic Specialist, Wells Fargo Private Bank
Tamara Wallenstein is a Vice President and Senior Philanthropic Specialist at Wells Fargo Private Bank. Prior to joining Wells Fargo, Tami was the Associate Endowment Director at Jewish Family and Children’s Services and Planned Giving Officer for the San Francisco Jewish Federation. Prior to that, she worked
as an estate planning attorney in New York.
Tamara Wallenstein is a Vice President and Senior Philanthropic Specialist at Wells Fargo Private Bank. Prior to joining Wells Fargo, Tami was the Associate Endowment Director at Jewish Family and Children’s Services and Planned Giving Officer for the San Francisco Jewish Federation. Prior to that, she worked
as an estate planning attorney in New York.
LeeAnn Woodward, Regional Chief Development Officer, American Red Cross
As a Development Executive for 15 years in the nonprofit sector, LeeAnn Woodward worked with major organizations to increase their impact through individual, foundation, corporate, and public funding. Her expertise includes board and staff management, major gift fundraising, program implementation, event, and budget management.
She manages a Development Team of 25, with seven direct reports in the largest region for Red Cross.
• Responsible for a budget of $18.7M.
• Lead Development Team in raising $57+M in FY19.
• Responsible for spearheading revenue growth through marketing of programs locally and nationally.
• Manages team portfolios to ensure goals are met, potential trends, and potential challenges against goals and outcomes.
• Supports four Chapters including Silicon Valley, Santa Rosa, San Francisco, and Central Coast, including all Boards with a Give/Get requirement.
• Supported two fundraising events including annually Red Cross Gala (revenue of $1M+) and a Farm to Table Event (with revenue of almost $300K).
As a Development Executive for 15 years in the nonprofit sector, LeeAnn Woodward worked with major organizations to increase their impact through individual, foundation, corporate, and public funding. Her expertise includes board and staff management, major gift fundraising, program implementation, event, and budget management.
She manages a Development Team of 25, with seven direct reports in the largest region for Red Cross.
• Responsible for a budget of $18.7M.
• Lead Development Team in raising $57+M in FY19.
• Responsible for spearheading revenue growth through marketing of programs locally and nationally.
• Manages team portfolios to ensure goals are met, potential trends, and potential challenges against goals and outcomes.
• Supports four Chapters including Silicon Valley, Santa Rosa, San Francisco, and Central Coast, including all Boards with a Give/Get requirement.
• Supported two fundraising events including annually Red Cross Gala (revenue of $1M+) and a Farm to Table Event (with revenue of almost $300K).
Ask the Experts
Stacie Polashuk Nelson, Partner, Holland & Knight
A partner in Holland & Knight’s San Francisco office and a member of the firm’s Private Wealth Services Group, Stacie Polashuk Nelson has concentrated her practice on all aspects of contentious trust, estate and conservatorship matters since 1998. Her practice includes will and trust contests, accounting disputes, disputed conservatorships, breach of fiduciary duty matters, financial elder abuse matters, as well as trust and estate administration. She is an experienced trial attorney, but she is dedicated to finding the best resolution for the client, including client counseling, mediation,
settlement negotiations and/or trial.
Stacie’s experience includes some of the most sensitive and high-profile cases in her field, including appeared pro hac vice in the New York County Surrogate's Court as a key member of the jury trial team propounding and defending the will of Huguette Clark in the matter of The Estate of Huguette M. Clark. Stacie also devotes a portion of her practice to pro bono legal services and is the chair of the Holland & Knight Mickey Rooney Elder Financial Abuse Pro Bono Project for the San Francisco office, providing legal services to elder adults who would otherwise not have the financial ability to protect themselves. Stacie is also active in her community and local charitable organizations.
A partner in Holland & Knight’s San Francisco office and a member of the firm’s Private Wealth Services Group, Stacie Polashuk Nelson has concentrated her practice on all aspects of contentious trust, estate and conservatorship matters since 1998. Her practice includes will and trust contests, accounting disputes, disputed conservatorships, breach of fiduciary duty matters, financial elder abuse matters, as well as trust and estate administration. She is an experienced trial attorney, but she is dedicated to finding the best resolution for the client, including client counseling, mediation,
settlement negotiations and/or trial.
Stacie’s experience includes some of the most sensitive and high-profile cases in her field, including appeared pro hac vice in the New York County Surrogate's Court as a key member of the jury trial team propounding and defending the will of Huguette Clark in the matter of The Estate of Huguette M. Clark. Stacie also devotes a portion of her practice to pro bono legal services and is the chair of the Holland & Knight Mickey Rooney Elder Financial Abuse Pro Bono Project for the San Francisco office, providing legal services to elder adults who would otherwise not have the financial ability to protect themselves. Stacie is also active in her community and local charitable organizations.
Jean Gorman, Director of Gift Planning, Lucile Packard Foundation for Children’s Health
Currently, Jean Gorman is the director of gift planning at Lucile Packard Foundation for Children’s Health. She returned to California in 2014 after holding senior leadership positions at the University of Notre Dame in South Bend, IN. Prior to Notre Dame, she held senior development positions at Scripps College, Scripps Clinic and the University of California, San Diego. A graduate of the Notre Dame Law school with 38 years of gift planning experience.
Currently, Jean Gorman is the director of gift planning at Lucile Packard Foundation for Children’s Health. She returned to California in 2014 after holding senior leadership positions at the University of Notre Dame in South Bend, IN. Prior to Notre Dame, she held senior development positions at Scripps College, Scripps Clinic and the University of California, San Diego. A graduate of the Notre Dame Law school with 38 years of gift planning experience.
Barbara Rhomberg, Partner, Kavanagh Rhomberg LLP
Barbara Rhomberg is partner of Kavanagh Rhomberg LLP, a Northern California law firm that represents nonprofit organizations and their charitable donors on the unique legal issues of the nonprofit sector, including forming nonprofit organizations and obtaining tax-exempt status, planned and charitable giving, limits on lobbying and campaign intervention for exempt organizations, grant compliance, endowments and donor-restricted funds, and nonprofit corporate governance.
She is a former board member and conference chair of the Northern California Planned Giving Council, and serves on the Nonprofit Organizations Committee of the Business Law Section of the California Lawyers Association.
Barbara Rhomberg is partner of Kavanagh Rhomberg LLP, a Northern California law firm that represents nonprofit organizations and their charitable donors on the unique legal issues of the nonprofit sector, including forming nonprofit organizations and obtaining tax-exempt status, planned and charitable giving, limits on lobbying and campaign intervention for exempt organizations, grant compliance, endowments and donor-restricted funds, and nonprofit corporate governance.
She is a former board member and conference chair of the Northern California Planned Giving Council, and serves on the Nonprofit Organizations Committee of the Business Law Section of the California Lawyers Association.