Conference Schedule
FRIDAY, MAY 17, 2024, • 8:00 AM - 5:30 PM • San Francisco Airport Marriott Waterfront
Schedule is subject to change. To be eligible for CFREs or MCLEs, attendees must attend the entire education session.
Questions? Call our office at 626-773-8030.
Schedule is subject to change. To be eligible for CFREs or MCLEs, attendees must attend the entire education session.
Questions? Call our office at 626-773-8030.
REGISTRATION: 8:00 - 9:00 AM
|
MORNING PLENARY: 9:00 - 10:00 AM
Sparking Innovation with Strategic Philanthropic Investments to Advance Healthcare in the Community By: Richard Levy, PhD Philanthropist, Former Chairman, Varian Medical Systems Peter Ro, MD Medical Director of Advances in Primary Care, Palo Alto Medical Foundation Group and Elizabeth Vilardo, MD Chief Medical Officer, Strategic & Philanthropic Initiatives, Sutter Health The morning plenary is designed to inspire the conference attendees to think differently about the way they approach philanthropy. Our panel discussion is designed to spark curiosity among attendees about how they engage with their philanthropic partners to enhance the communities in which they serve. The panel will focus on how to cultivate innovative care, in partnership with physicians and philanthropic investors to benefit the community. Asking questions like:
|
LUNCHEON & KEYNOTE SPEAKER: 12:30 - 2:00 PM
AI and Philanthropy By: Nathan Chappell, MBA, MNA, CFRE Senior Vice President, DonorSearch AI |
SESSION 1: 10:15 - 11:15 AM
|
FUNDAMENTALS
Yabba-Dadda-Doo, The Bedrock of a Planned Giving Program: Gifts by Will, Trust, or Beneficiary Designation By: Jennifer Callahan Director of Gift Planning, University of San Francisco The fundraising basics to learn about wills, trust, and beneficiary designations from retirement plans, DAFs, bank accounts (POD). This presentation will explain these terms, discuss the the benefits to the donor and charity, and offer useful conversation starters for gift officers to use with prospective donors. |
CULTIVATION & MARKETING
Your Donor Has Died and You're a Beneficiary: Now What?! By: Aviva Boedecker, JD Consultant and Sandra Price Partner, Sideman & Bancroft LLP What your charity should do to ensure it receives all of the bequest it is entitled to. You've worked hard to get bequest commitments and expectancies. Now you have to make sure the money actually arrives! This session will address post-mortem administration, including: rights and responsibilities of charitable beneficiaries; what to expect during the will/trust administration and protecting the charity's interests; collecting retirement plan and insurance benefits; terminating life income and retained life estates; sticky issues; and when to hire an attorney. Learn to maximize testamentary gift revenue by understanding charities' rights, how the probate and trust administration process works, what documents you should and should not sign, and how to overcome distribution obstacles and delays. |
TECHNICAL
A Tale of Two Gifts of Complex Business Interests By: Christine Lim Senior Manager, Charitable Consulting, Schwab Charitable™ and Eric Joranson, JD Senior Manager, Charitable Strategies Group, Schwab Charitable™ Specialists from Schwab Charitable™ will discuss two case studies that illustrate the tax benefits and considerations for gifting non-cash private business interests to a donor-advised fund. We will walk you through the whole process and answer questions that we commonly hear from donors and advisors. You will learn about the advantages of contributing complex assets, as well as strategies for navigating the exit timing, valuation, tax and unrelated business taxable income (UBTI) issues, and other potential risks. Topics include: * Ways to help your clients unlock illiquid assets and give up to 20% more to charity * Opportunities and considerations involved with gifting non-cash assets, such as LLC units, C-corp and S-corp shares, and LPs * The qualified appraisal process and tips to address tax-related issues * Additional strategies and resources to help clients increase their giving power and minimize taxes |
SPECIAL TOPICS
Legislative Update and Things to Consider in an Election Year By: Matt Petroski Partner, Armanino Matt is going to discuss some recent and current legislation updates that may impact the space including the possible sunsetting of the Tax Cuts and Jobs Act along with the SECURE Act 2.0. He will also mention a brief update on DAFs, the Employee Retention Credit, and Green Energy Credits. Finally, in an election year, Matt will discuss consideration for nonprofit organization related to lobbying and legislative activities. |
SESSION 2: 11:30 AM to 12:30 PM
|
FUNDAMENTALS
Partnering with Impact – How to Grow Your Planned Giving Program By: Liza Hanks Director, Gift Planning, Silicon Valley Community Foundation Join Silicon Valley Community Foundation’s Director of Gift Planning for a presentation and interactive workshop on how to best start or grow your organization’s planned giving program. The presentation will cover: • How your donors can now use retirement funds to benefit your organization through qualified charitable distributions • How charitable remainder trusts work and who they can benefit • How your donors can use donor advised funds to involve their families in charitable giving • How you can offer donors lifetime income payments and a charitable deduction through charitable gift annuities • Ways to partner with Silicon Valley Community Foundation (or other community foundations) to build endowment funds |
CULTIVATION & MARKETING
Strategic Planned Giving Marketing By: Hal Abrams, JD, LLM Principal, Hal J. Abrams Planned Giving Consultant How to use consistent and creative planned giving marketing to attract the attention of donors AND inspire them to contact your organization. Hal will highlight common and uncommon planned giving marketing approaches and identify ways to strengthen the message to share ideas and, most importantly, compel action by the donor. He will engage the audience to share best practices and share first-hand stories from his 28 year career of what has worked and failed in using planned giving messages in marketing materials. |
TECHNICAL
Stepping Through the Complexities of a Bargain Sale: A Case Study By: Aydee Ferguson, CAP® Senior Director of Planned Giving, UC Davis Learn about the opportunities and obstacles of a bargain sale of real estate at UC Davis that netted over $1,500,000. This case study features a bargain sale of real estate completed over a 6-month period. This was a win-win gift for the donors and university but was not without its challenges, including a long due diligence process with final approvals coming a month before the close. Learn about the team of people involved in the gift (planned giving, real estate experts at UC Davis and UC office of the President, and local realtors) and various internal and external documents (MOU, internal agreements, purchase sales agreement, qualified appraisal form 8283) required for this successful gift. |
SPECIAL TOPICS
Empowering Inclusive Planned Giving: Decoding DEI Principles, Overcoming Barriers, and Shaping a Future of Authentic Engagement By: Jade Bristol, JD Chief Development Officer, Giving Docs Uncover the underrepresentation of communities of color in planned giving and explore a comprehensive strategy for inclusivity. Presentation highlights include decoding Diversity, Equity, and Inclusion (DEI) in planned giving, addressing legal and historical barriers, understanding donor perspectives, best practices from successful non-profits, and gaining access to practical solutions and resources. Empower your organization with actionable insights to initiate and sustain a genuinely inclusive planned giving program and measure progress effectively. |
SESSION 3: 2:15 to 3:15 PM
|
FUNDAMENTALS
Planned Giving Marketing Competencies in Rapidly Changing Fundraising Environment By: Tracy Malloy-Curtis, JD Vice President, Legacy Giving Mal Warwick Donordigital Explore essential skills for effective planned giving marketing in a rapidly changing fundraising environment, including donor psychology, digital engagement, adaptability, storytelling, and data analytics. We will explore the marketing competencies every planned giving professional must develop in the face of a rapidly changing philanthropic environment. This session will address the integration of new technologies, evolving donor demographics, and the impact of DAFs on giving behavior, with a particular focus on direct response marketing. Participants will learn how to effectively engage donors, align planned giving with broader fundraising efforts, and navigate the complexities of the modern philanthropic landscape. Our goal is to help ensure the resilience of attendees’ planned giving programs in an era of constant transformation. Attendess learn the principles of creating an effective donor experience across multiple marketing channels by utilizing the newest best practices, using data analytics and research, and integrating legacy marketing into your organizations' primary direct response program. |
CULTIVATION & MARKETING
Proposals that Stand Out: Adding Financial Illustrations to Blended Gift Requests By: Kelly Ciotti, MPA, CFRE Vice President, CCS Fundraising and Lisa L Masters, MBA, CFRE Senior Director, CCS Fundraising Why is it difficult to demonstrate giving assets is better for donors? Blended gift proposals and how to enhance their impact by adding gift illustrations. “Cash is not king” in fundraising. Gifts of noncash assets are linked to greater organizational growth. So why is it difficult to convey why giving assets is a “better deal” for donors? We cover blended gift proposals and how to enhance their impact by adding gift illustrations that demonstrate benefits of CRT vs. Cash vs. CGA, etc. Attendees will be able to articulate the financial benefits (for donor and nonprofit) of giving noncash assets versus cash, and combinations of both. We cover developing gift illustrations, with and without software, preparing proposals, and confidently discussing them with donors and prospects. Attendees will: • be able to create financial illustrations for gift planning proposals both with and without the use of software. • leave this session prepared to respond to donor questions related to gift request illustrations and blended proposals. • leave this session prepared to discuss gift options with prospects, fundraising colleagues, and financial planning professionals. |
TECHNICAL
Charitable Remainder Trusts Revisited By: Karl Mill Founder/Attorney, Mill Law Center A refresher on the enduring usefulness of the charitable remainder trust – considered from the perspective of empowering charities to discuss the various potential benefits with their donors. The presentation will talk about the important and separate benefits associated with CRT (deduction + deferral + pre-tax growth), when CRTs should be used and which kind to use when (NIMCRUT vs. Flip vs. Standard), the complexities they bring in certain situations (self-dealing, UBI, etc.), and when to opt for a simpler strategy (a CGA, a life estate remainder gift). The presentation will also tackle the pros and cons of agreeing to be a trustee. The presentation will attempt to address all audiences – both the basics for those only passingly familiar with CRTs that are considering whether they are a fit for their program, and some more complex case studies and red flags for organizations that work with them often and need to know when to ask for help. The presentation will incorporate case studies to promote a free-flowing discussion and section and answer. |
SPECIAL TOPICS
Donor Advised Funds – The Swiss Army Knife of Philanthropy By: Tami Wallenstein Senior VP, Senior Philanthropic Specialist, Wells Fargo Philanthropic Services Donor Advised Funds (DAFs) have fast become a philanthropic tool for both high net worth and affluent givers. The flexibility coupled with tax benefits make DAFs a popular choice today for many who want to be more intentional and/or achieve impact with their philanthropic giving. This session will cover a broad spectrum including DAF basics, recent court cases, recent criticism and seven strategies where donors have utilized DAFs to carry out their philanthropy in a meaningful and effective way. We will also discuss “responsible DAF’ing” and how we, as advisors, can influence our donors/clients to use the DAF as intended - to get the money out into the community rather than sitting inactive. This is likely to be an evolving topic before May. |
SESSION 4: 3:30 to 4:30 PM
|
FUNDAMENTALS
Risks v. Rewards: Accepting Gifts of Real Estate By: Rebecca Dupras, Esq. Planned Giving Professional, Charitable Solutions & RISD An overview of real estate gifts, including due diligence, qualified appraisals and pre-arranged sales rules. Use case studies to walk through process with audience. Real estate is a gift that donors want to give but does it make sense for a charity to accept it. In evaluating this potential gift, several factors come into play. This presentation will provide an overview of the due diligence needed, as well as the qualified appraisal (e.g., common errors and recent rulings) and pre-arranged sales rules. The presentation will also touch on the liquidation process and how that plays into the overall determination of whether your charity should take this potentially rewarding risk (and how to mitigate risks through third-parties). |
CULTIVATION & MARKETING
Charitable Gift Report - Trends and Opportunities in Split Interest Gifts By: Nicole Medeiros Client Relationship Team Lead, Planned Giving, BNY Mellon Wealth Management and Susan M. Looney, CTFA Senior Client Relationship Manager, Vice President, BNY Mellon Wealth Management BNY Mellon has mined our charitable giving data to produce our proprietary Charitable Gift Report for the nonprofit sector. The report was designed to assess the planned giving landscape and analyze trends in a number of giving vehicles including charitable gift annuities, charitable remainder trusts and donor advised funds. During this presentation Nicole and Susan will share the results of our findings and discuss how the key takeaways can be used to help evaluate gift acceptance polices, set fundraising priorities, identify areas of opportunity and assess risk. |
TECHNICAL
Presentation on Self-Dealing Rules By: Jeffrey Davine Attorney, Partner, Mitchell, Silberberg & Knupp LLP The self-dealing rules are a complex set of requirements imposed by the IRS on persons and entities that engage in certain types of transactions with private foundations. Violations of the rules can bring about penalty taxes on the persons who participate in these transactions. This session will provide individuals and entities with the tools to analyze your transactions with private foundations. In addition, Jeff will shed light on the different components of self-dealing and how you may be directly or indirectly involved. |
SPECIAL TOPICS
American Greed - NFPs Stories and How to Avoid Fraud By: Steve Daughters, CPA, MBA Managing Director, BPM This presentation will discuss fraud issues that NFPs may confront. We'll learn how to avoid fraudulent vendors, donors, as well as prevent fraud within your organization. We'll discuss typical fraud investigations and how to minimize the chance that an NFP can be subject to fraudulent activities. Attendees will be alerted to fraud red flags and understand that an ounce of prevention is worth a pound of cure. |
CLOSING RECEPTION & RAFFLE: 4:30 - 5:30 PM
THE 2024 NORTHERN CALIFORNIA PLANNED GIVING CONFERENCE SPONSORS:
PREMIER
PLATINUM
GOLD
|
|
SILVER
|
|
|
BRONZE
|
|
|