THANK YOU TO ALL WHO ATTENDED
THE 29TH ANNUAL NORTHERN CALIFORNIA
PLANNED GIVING VIRTUAL CONFERENCE.
RECORDINGS ARE AVAILABLE TO ATTENDEES ONLY.
VIEW AND DOWNLOAD PROGRAM HERE.
To be eligible for CFREs or MCLEs, attendees must attend the entire education session.
THE 29TH ANNUAL NORTHERN CALIFORNIA
PLANNED GIVING VIRTUAL CONFERENCE.
RECORDINGS ARE AVAILABLE TO ATTENDEES ONLY.
VIEW AND DOWNLOAD PROGRAM HERE.
To be eligible for CFREs or MCLEs, attendees must attend the entire education session.
For nearly 30 years, Northern California Planned Giving Council has provided top quality educational and networking opportunities at our annual planned giving conference. Last year, our very first Virtual Conference hosted in association with Seiler LLP was attended by over 330 attendees, representing Northern California’s top planned giving staff, trust officers, lawyers, CPAs, wealth managers, and investment advisors.
While we are all eager to meet everyone in person, in order to maintain the health and safety of our membership and guests, the NCPGC Board of Directors made the decision to launch this year’s conference similar to last year and hold it once more in a virtual format. Join us this year, May 5 at 8:00 am - 12:45 pm and May 6 at 8:30 a.m. - 12:45 p.m. at the biggest annual event of the year hosted in association with Silicon Valley Community Foundation.
While we are all eager to meet everyone in person, in order to maintain the health and safety of our membership and guests, the NCPGC Board of Directors made the decision to launch this year’s conference similar to last year and hold it once more in a virtual format. Join us this year, May 5 at 8:00 am - 12:45 pm and May 6 at 8:30 a.m. - 12:45 p.m. at the biggest annual event of the year hosted in association with Silicon Valley Community Foundation.
NCPGC Conference 2022 Attendee Registration
Members $120.00
Non-members $155.00
Special registration and membership offer
Conference + Become a member of NCPGC for $199 (regular* value $250)
*regular value is the non-member registration rate + the membership fee of $95
** only available to individuals who have never been a member of NCPGC. Please contact the office for more information, [email protected] .
Non-members $155.00
Special registration and membership offer
Conference + Become a member of NCPGC for $199 (regular* value $250)
*regular value is the non-member registration rate + the membership fee of $95
** only available to individuals who have never been a member of NCPGC. Please contact the office for more information, [email protected] .
For registration and general information, please email to [email protected] or call 626-773-8030 .
NCPGC Conference 2022 Program
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Day 1: May 5, 2022; 8:00 AM – 12:45 PM
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DAY 2: May 6, 2022; 8:30 AM – 12:45 PM
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Welcome Address
8:00 – 8:30 Welcome Message by NCPGC President, Brigit Kavanagh 8:30 – 9:25 Keynote Speaker Pat Duffy: How Crypto Has Inspired a New Generation of Philanthropists Break 9:25 – 9:35 The Zoom Room will be open! Come visit with friends and sponsors! Breakout 9:35 – 10:35 Basic Track – Plugging a Leaky Prospect Boat: Managing Planned Giving Prospects. Tom Horton. Approved for 1 CFRE 9:35 – 10:35 Technical Track - The Art of Accepting Gifts of Tangible Personal Property. Cris Lutz and Amanda Kiernan Martin. Approved for 1 CFRE and 1 MCLE Ask The Experts 10:35 – 11:05 Split Interest Gifts. Karl Mill Breakout 11:05 – 12:05 Basic Track – Turning NO into YES through Gift Planning. Hal Abrams. Approved for 1 CFRE 11:05 – 12:05 Technical Track - Are You Missing Out? Gifts of Bitcoin and Other Cryptocurrencies. Rebecca Dupras and Kendra Onishi. Approved for 1 MCLE Ask The Experts 12:05 – 12:35 Real Estate Gifts. Bill Knox Closing 12:35 – 12:45 Closing Message by NCPGC Conference Committee Chair, Amanda Kiernan Martin |
Welcome Address
8:30 – 9:00 Welcome Message by NCPGC Conference Committee Chair, Amanda Kiernan Martin Introduce Scholarship Recipients sponsored by TIAA KASPICK Breakout 9:00 – 10:00 Basic Track – Putting the Pieces Together - Shaping Planned Giving Success. Panel Discussion with Liz Gallegos Glynn, Jean Gorman, Jeanine Crider, and David Russo. Approved for 1 CFRE 9:00 – 10:00 Technical Track - Analyzing Gifts of Nonmarketable Assets. Jeffrey Davine. Approved for 1 MCLE Break 10:00 – 10:10 The Zoom Room will be open! Come visit with friends and sponsors! Ask The Experts 10:10 – 10:40 Cy Pres, UPMIFA and Endowments. Jean Tom Breakout 10:40 – 11:40 Basic Track – Marketing Funnels, KLT, and Fully Devoted Fans. Andy Ragone and Jill Rode. Approved for 1 CFRE 10:40 – 11:40 Technical Track – Counting and Accounting of Charitable Gifts for Gift Planners and CFOs. Panel Discussion includes Liz Dollar, Liz Carey, Megan Guzman, and Ali Chalak Plenary 11:40 – 12:30 Philanthropic Planning with Families of Color. Dien Yuen, Letarik Amare, Hali Lee Closing 12:30 – 12:45 Closing Message by NCPGC President, Brigit Kavanagh |
2022 Annual Conference Sponsors
Premier
Platinum
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Gold
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Silver
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Sponsorship Information
For sponsorship information, please contact Elizabeth Sevilla at [email protected]
Sponsorships are still available on a first-come, first-served basis. Please use the link below to download the Sponsorship Packet to learn more.
Sponsorships are still available on a first-come, first-served basis. Please use the link below to download the Sponsorship Packet to learn more.