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2021 Conference Tracks

BASIC TRACK
Day 1: 9:20 am - 10:20 am

Planned Giving’s Greatest Hits: The Most Common Gift Types and Their Functions
- Bill Ruettinger, Sr. Director, Gift Planning & Endowment, KQED

This session provides:
  • An overview of the most common planned gifts, what they are, when we use them, who are good prospects for them.
  • An overview of qualified charitable distributions for lifetime giving.
  • An overview of the income and transfer tax consequences of the most common types of planned gifts.
Day 1: 10:30 am - 11:30 am

You Too Can Do Legacy Giving
- Greg Lassonde, Legacy Giving Specialist



As development professionals, we too often race to technical detail and too soon. Those with little or no experience are paralyzed with fear of the unknown, avoid the conversation, may think, “Let the experts handle it.” Whatever your level of experience, what’s a staff member, professional advisor or volunteer to do? While most successful legacy programs are mission focused and readily visible through a nonprofit’s communication channels, lead generation usually stops at the direct mail check box.  Actively making legacy asks is relatively new territory and, for those already making the ask, mostly confined to staff with “planned giving” responsibility. Come hear Greg Lassonde weave these and other elements into an interactive session focused on moving away from the old planned giving paradigm of the “experts,” to the relatively new world of legacy giving embraced and practiced beyond the confines of the planned giving officer and development department. Participants will leave with tools and a checklist to build or expand a proactive legacy giving program with an emphasis on face-to-face solicitations by staff and volunteers.
Day 2: 9:20 am - 10:20 am

The 7 Biggest Planned Gift Marketing Mistakes and How to Avoid Them
-Aviva Shiff Boedecker, Gift Planning Consultant

Aviva Shiff Boedecker will lay out the seven biggest planned gift marketing mistakes and discuss how to avoid them.
  • How to improve planned giving productivity.
  • How to make the best use of your PG budget.
  • How to measure success.
Day 2: 10:30 am - 11:30 am

The Intersection of Planned Gifts and Major Gifts
-Hal Abrams, Vice President, Clark College Foundation

Hal will discuss topics including:
  • Improve one's ability to better understand a prospect's giving capacity and their personal hurdles to giving by discussing various planned giving techniques.
  • Refine one's use of both current and planned giving techniques to help a donor accomplish their financial and philanthropic goals.
  • Improve legal and technical understanding of the benefits and operations of gift planning techniques: charitable gift annuities, charitable remainder trusts, gifts of remainder interests in personal residences, and charitable lead trusts.
TECHNICAL TRACK
Day 1: 9:20 am - 10:20 am

CGAs Beyond the Basics
- Amanda Kiernan Martin, Office of Gift Planning, CPMC Foundation & Blake Grossman, Associate Director of Planned Giving, Stanford University

This session will present four case studies to cover creative solutions of working with donors on charitable gift annuities. Learn about ways one might create a charitable gift annuity for another and assets beyond cash and publicly traded securities, such as real estate, to establish a charitable gift annuity. By the end of the presentation, you will understand the various types CGAs, how you can work with your donors to create a CGA for others or in one’s estate
plans, and how to fund a CGA with real estate.
Day 1: 10:30 am - 11:30 am

R eal Estate: Tricky Technical Issues and Workarounds 
-Bill Knox, Director, Planned Gift Technical Consulting, TIAA Kaspick & Laura Alexander, Senior Relationship Manager, TIAA Kaspick

No two gifts of real estate present exactly the same issues and it can be hard for gift planners to feel confident that they have “seen it all.” Laura Alexander and Bill Knox will discuss complex issues related to real estate gifts including 1031 exchanges, unrelated business taxable income, and using limited liability companies to manage risk.
Day 2: 9:20 am - 10:20 am

Charitable Strategies for Business Owners
-Stephanie Buckley, Sr. Reg. Fiduciary Manager, Philanthropic Services, Wells Fargo Private Bank & Tamara Wallenstein, Vice President, Philanthropic Specialist, Wells Fargo Private Bank

Many successful business owners engage in philanthropy, particularly upon the sale of their business. Utilizing charitable strategies at the time of sale can provide the business owner with several benefits while allowing him or her to support one or more charitable causes. One of the main benefits includes the mitigation and/or deferral of capital gains tax on sale, and depending on the strategy selected, can also include a lifetime income stream. In this session, Tamara Wallenstein  and Stephanie Buckley will discuss various charitable strategies such as private foundations, donor advised funds, and charitable remainder trusts and how utilizing these strategies can
create a win-win for your clients and the charities they support. They will also discuss the pitfalls to be aware of to ensure a smooth transaction and a happy client.
Learning objectives:
  • Identifying gifting opportunities for donors that own businesses.
  • Understanding the different business entities and what advisors need to know about business interests.
  • Avoiding pitfalls of these gifts.
Day 2: 10:30 am - 11:30 am

UPMIFA - Open Issues and Conundrums
-Erik Dryburgh, Principal, Adler & Colvin

At the end of this session, you’ll be able to:
  • Identify the rules – and gray areas – related to the spending from endowed funds.
  • Identify the rules – and gray areas– related to the investing of endowed and non-endowed funds.
  • Identify the rules – and gray areas– related to releasing and modifying restrictions placed on the use and spending of gifts.
KEYNOTE SESSION
PLENARY SESSION
Day 1: 8:30 am - 9:10 am

Disaster Fundraising & Adapting During COVID
- LeeAnn Woodward, Regional Chief Development Officer, American Red Cross

LeeAnn Woodward, Chief Development Officer for the Northern California Coastal Region of the American Red Cross, will share the results of how she and her team partnered with donors during the multiple major disasters last year. In particular, the pandemic created additional challenges in the way that the Red Cross assisted people that were impacted. The donor relationships that various team members developed over the years made it possible to help hundreds of volunteers to respond to these disasters AND to help thousands recover from major losses. She will also show how her team and  volunteers connected with diverse communities that increased response effectiveness.
Day 2: 11:40 am - 12:20 pm

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

As funders increase their focus on supporting equity, inclusive economies, and opportunity for all, how can grantmakers adapt their grantmaking practices and approach for greater impact? Supporting equity and economic opportunity is not just about what you fund but how you fund. By working with grantmakers and donors to better understand what it really costs their grantees to deliver on mission, advisors can help philanthropy better leverage resources to support a more just, equitable, and sustainable society.
  • Details subject to change without notice.
  • Registered attendees will be contacted via email and provided with a link to access presentation handouts 1-2 weeks prior to the conference.
  • Please note that some handouts will be made available the day of the conference.