Conference Schedule
Schedule is subject to change. To be eligible for CFREs or MCLEs, attendees must attend the entire education session.
Schedule is subject to change. To be eligible for CFREs or MCLEs, attendees must attend the entire education session.
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PLENARY SPEAKERS
9:35 am - 10:30 am Topic to be announced: Plenary Speakers: Rehana Abbas, Chief Philanthropy Officer, San Francisco Foundation Kendra Onishi, Vice President of Development, Philanthropic Partnerships, Silicon Valley Community Foundation Megan Barber Allende, President/CEO, Community Foundation of Mendocino County |
KEYNOTE SPEAKER
12:00 pm - 1:30 pm Healthy Communities, Thriving Planet - Dr. Scott Sampson, Executive Director and William R. and Gretchen B. Kimball Chair, California Academy of Sciences Course Description to come. Read More Here. |
SESSION 1: 10:45 am - 12:00 pm
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FUNDAMENTALS
Taxes and Charitable Giving – What Do Gift Planners Need to Know? By: Karl Mill, Founder, Mill Law Center Course description to come. |
CULTIVATION & MARKETING
Partnering with Professional Advisors to Multiply Your Planned Giving Success By: Kimberly Jetton, CFRE, MNM & Andy Ragone, CGPP, Integrated Marketing, Crescendo Interactive Course description to come. |
TECHNICAL
Analyzing Contributions of Illiquid Assets By: Jeffrey Davine, Partner, Mitchell, Silberberg & Knupp LLP Course description to come. |
SPECIAL TOPICS
DEI-IDEA: How to Operationalize your DEI Aspirations By: Abigail Oduol Course description to come. |
SESSION 2: 1:45 pm - 3:00 pm
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FUNDAMENTALS
Conversations About Money: Understanding It, Identifying It and Asking for It By: Melanie Keilholtz Course description to come. |
CULTIVATION & MARKETING
Using Planned Gifts to Maximize Major Gift Fundraising By: Hal J. Abrams, JD, LLM, Principal/Owner, Hal J. Abrams Planned Giving Consultant The presentation will review six case studies and engage the audience by asking their opinions as to how to be strategic in their donor discussions related to these case studies. The presentation will suggest topics and approaches to help the attendees incorporate the topic into refining their approach in donor meetings. Attendees will learn how to apply planned giving techniques to introduce discussions with clients about effective leveraging of charitable goals with personal financial objectives. |
TECHNICAL
Top Tax Tips for Increasing Totals to Charity By: Justin Miller, JD, Partner and National Director of Wealth Planning, Evercore Wealth Management, LLC and Managing Director, Evercore Trust Co., N.A. Recent tax reform complicates strategies for tax-efficient charitable contributions. Using actual client experiences, this presentation explores practical solutions and innovative ways to help donors evaluate their options and make good decisions about tax-effective giving. During the program, you’ll get an in-depth look at charitable IRA rollovers, legacy IRAs, CRUTs, CRATs, CLATs, charitable gifts from trusts and estates, private foundation investment tax, donor advised fund distribution requirements, program-related and SRI investments, and “charitable LLCs.” |
SPECIAL TOPICS
Donor Stories in Planned Giving Marketing - To Use or Not to Use By: Claudine Donikian The planned giving industry assumes that donor stories are an effective way to inspire other donors and to increase engagement, including response, in marketing materials. But what is it about donor stories that inspires prospective donors to make gifts? Could certain donor stories have the opposite effect and decrease engagement and response? To date there has been no formal, large-scale research study conducted on planned giving marketing materials to support or counter those assumptions—until now. The Pentera research study to be presented analyzes two key e-mail metrics: The click-through rate and the response rate from tens of thousands of eNewsletters that went to donors over several years. The study includes the surprising key finding that certain types of donor stories can actually decrease response rates. Based on the findings of the study, we will recommend when to use donor stories in marketing materials and when not to as well as what types to avoid. Guidelines are presented on how to write effective donor stories and donor blurbs to get the best response rates possible. |
SESSION 3: 3:15 pm - 4:30 pm
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FUNDAMENTALS
Integrating Legacy Giving into the Donor Journey By: Tracy Malloy-Curtis, JD Course description to come. |
CULTIVATION & MARKETING
Personalizing Philanthropy Fosters Legacy Giving for All Seasons By: Donna M. Bandelloni, CAP, Senior Consultant and Carolyn Bolton, company Course description to come. |
TECHNICAL
Dusting off the Old CRT’s as They are Back in 2023! By: Charles J. McLucas, Jr., CPA/PFS, President, Charitable Trust Administrators, Inc. Objectives: • Options for real estate and business owners • Reasons for selling real estate • Obstacles for selling real estate • Charitable solutions & alternatives |
SPECIAL TOPICS
Key Trends in Philanthropy By: Stuart C. Burden Course description to come. |
- Details subject to change without notice.
- To be eligible for CFREs or MCLEs, attendees must attend the entire education session.
- 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.
This event is made possible by the generous support of these sponsors.
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