CONFERENCE SPEAKERS (In alphabetical order by last name)
Plenary Panel:
Richard M. Levy, PhD
Philanthropist,
Former Chairman of Varian Medical Systems
Richard “Dick” M. Levy spent his professional career supplying ultra- high-tech devices to the healthcare industry. Under his leadership, Silicon Valley tech firm Varian Medical Systems revolutionized cancer treatment with its linear accelerators, which use high doses of precisely targeted radiation to destroy tumors while sparing healthy tissue. Dick led Varian’s medical business from 1999 to 2006 and served as board chairman until 2014. He has served as board chairman of Sutter Health and has spent the years since retirement involved in multiple programs to improve the cost and quality of healthcare. Dick holds a PhD in nuclear chemistry from the University of California, Berkeley.
READ HIS STORY HERE
Richard M. Levy, PhD
Philanthropist,
Former Chairman of Varian Medical Systems
Richard “Dick” M. Levy spent his professional career supplying ultra- high-tech devices to the healthcare industry. Under his leadership, Silicon Valley tech firm Varian Medical Systems revolutionized cancer treatment with its linear accelerators, which use high doses of precisely targeted radiation to destroy tumors while sparing healthy tissue. Dick led Varian’s medical business from 1999 to 2006 and served as board chairman until 2014. He has served as board chairman of Sutter Health and has spent the years since retirement involved in multiple programs to improve the cost and quality of healthcare. Dick holds a PhD in nuclear chemistry from the University of California, Berkeley.
READ HIS STORY HERE
Peter Ro, MD
Medical Director of Advance in Primary Care,
Palo Alto Medical Foundation Group
Peter is a physician leader passionate about designing patient centric care systems with superior patient outcomes and clinician wellness. With the goal of innovating and designing the ideal primary care practice of the future, he supported the successful launch of the PAFMG Innovation Challenge to inspire, engage, and empower clinician innovators. Prior to his current role, he served as the Department Chair of Palo Alto Family Medicine. He also serves as Volunteer Assistant Clinical Professor of UCSF Department of Family and Community Medicine. Peter received his medical doctorate from the University of California, San Francisco, and completed his training in family and community medicine at UCSF-Natividad FMRP in Monterey County.
Medical Director of Advance in Primary Care,
Palo Alto Medical Foundation Group
Peter is a physician leader passionate about designing patient centric care systems with superior patient outcomes and clinician wellness. With the goal of innovating and designing the ideal primary care practice of the future, he supported the successful launch of the PAFMG Innovation Challenge to inspire, engage, and empower clinician innovators. Prior to his current role, he served as the Department Chair of Palo Alto Family Medicine. He also serves as Volunteer Assistant Clinical Professor of UCSF Department of Family and Community Medicine. Peter received his medical doctorate from the University of California, San Francisco, and completed his training in family and community medicine at UCSF-Natividad FMRP in Monterey County.
Elizabeth Vilardo, MD, MBA
Chief Medical Officer, Strategic & Philanthropic Initiatives,
Sutter Health
Elizabeth received her Doctorate of Medicine at UCSF in 1985, and completed residency in Internal Medicine at UCLA in 1988. She returned to the Bay Area to work at the then Sunnyvale Medical Clinic. She has been a practicing Physician and Physician leader for over 30 years. She served in leadership positions in the medical group including chairing the Board of Directors for 7 years. During that time, she received her MBA from Pepperdine University. She served as President and CEO of Palo Alto Medical Foundation, then Sutter Bay Medical Foundation prior to assuming her current role in Strategy and Philanthropy. In addition, she has served on many nonprofit-boards including the Board of Sutter Health from 2003-2012. She has been recognized for her community service by Pepperdine University, YMCA Silicon Valley and the SF Business Times.
Chief Medical Officer, Strategic & Philanthropic Initiatives,
Sutter Health
Elizabeth received her Doctorate of Medicine at UCSF in 1985, and completed residency in Internal Medicine at UCLA in 1988. She returned to the Bay Area to work at the then Sunnyvale Medical Clinic. She has been a practicing Physician and Physician leader for over 30 years. She served in leadership positions in the medical group including chairing the Board of Directors for 7 years. During that time, she received her MBA from Pepperdine University. She served as President and CEO of Palo Alto Medical Foundation, then Sutter Bay Medical Foundation prior to assuming her current role in Strategy and Philanthropy. In addition, she has served on many nonprofit-boards including the Board of Sutter Health from 2003-2012. She has been recognized for her community service by Pepperdine University, YMCA Silicon Valley and the SF Business Times.
Keynote Speaker:
Nathan Chappell, MBA, MNA, CFRE
Senior Vice President
DonorSearch AI
Nathan Chappell is one of the world’s foremost experts on the intersection between Artificial Intelligence and philanthropy. He serves as Senior Vice President of DonorSearch AI, where he leads AI deployments for some of the nation’s largest nonprofit organizations.
In 2021, Nathan founded Fundraising.Ai as a member-centric collaboration of nonprofit professionals with a focus on data ethics, data equality, privacy and security, sustainability.
Nathan is a member of the Forbes Technology Council and holds a Masters in Nonprofit Administration from University of Notre Dame, an MBA from University of Redlands, a certificate in International Economics from University of Cambridge and a certificate in Artificial Intelligence from MIT.
VIEW VIDEO HERE
Nathan Chappell, MBA, MNA, CFRE
Senior Vice President
DonorSearch AI
Nathan Chappell is one of the world’s foremost experts on the intersection between Artificial Intelligence and philanthropy. He serves as Senior Vice President of DonorSearch AI, where he leads AI deployments for some of the nation’s largest nonprofit organizations.
In 2021, Nathan founded Fundraising.Ai as a member-centric collaboration of nonprofit professionals with a focus on data ethics, data equality, privacy and security, sustainability.
Nathan is a member of the Forbes Technology Council and holds a Masters in Nonprofit Administration from University of Notre Dame, an MBA from University of Redlands, a certificate in International Economics from University of Cambridge and a certificate in Artificial Intelligence from MIT.
VIEW VIDEO HERE
Hal J. Abrams, J.D., LL.M.
Principal
Hal J. Abrams Planned Giving Consultant
Hal uses his experience from leading planned giving teams and overall development programs to help nonprofits raise more money efficiently. Hal is adjunct faculty for The Fundraising School at Indiana University.
Principal
Hal J. Abrams Planned Giving Consultant
Hal uses his experience from leading planned giving teams and overall development programs to help nonprofits raise more money efficiently. Hal is adjunct faculty for The Fundraising School at Indiana University.
Aviva Boedecker
Consultant
Aviva is an attorney with over 40 years of experience in planned giving on behalf of nonprofit organizations and as a consultant.
Consultant
Aviva is an attorney with over 40 years of experience in planned giving on behalf of nonprofit organizations and as a consultant.
Jade Bristol, J.D.
Chief Development Officer
Giving Docs
Jade Bristol serves as Chief Development Officer of Giving Docs. She is also the current President of the National Capital Gift Planning Council, serves on the DEI committee of the National Association of Charitable Gift Planners, and has co-authored extensive research on the impact of DEI initiatives in planned giving.
Chief Development Officer
Giving Docs
Jade Bristol serves as Chief Development Officer of Giving Docs. She is also the current President of the National Capital Gift Planning Council, serves on the DEI committee of the National Association of Charitable Gift Planners, and has co-authored extensive research on the impact of DEI initiatives in planned giving.
Jennifer Callahan
Director of Gift Planning
University of San Francisco
Jennifer started her career as a tax accountant at EY LLP. Prior to USF, she worked in gift planning at the American Red Cross and California Pacific Medical Center. Jennifer is a past board member NCPGC.
Director of Gift Planning
University of San Francisco
Jennifer started her career as a tax accountant at EY LLP. Prior to USF, she worked in gift planning at the American Red Cross and California Pacific Medical Center. Jennifer is a past board member NCPGC.
Kelly Ciotti, MPA, CFRE
Vice President
CCS Fundraising
Kelly is a fundraising consultant specializing in helping nonprofits grow revenues and reduce costs, capital and endowment campaigns, principal and major gifts, board and leadership training, and gift planning. She conducts firmwide (600 people) classes on Major Gifts, Campaigns, Data Analytics, Gift Planning, etc. She also has taught classes on these subjects for the clients she works with (including UC Davis, Portland Art Museum, Medical Teams International, independent schools, Fred Hutch Cancer Center).
READ MORE HERE
Vice President
CCS Fundraising
Kelly is a fundraising consultant specializing in helping nonprofits grow revenues and reduce costs, capital and endowment campaigns, principal and major gifts, board and leadership training, and gift planning. She conducts firmwide (600 people) classes on Major Gifts, Campaigns, Data Analytics, Gift Planning, etc. She also has taught classes on these subjects for the clients she works with (including UC Davis, Portland Art Museum, Medical Teams International, independent schools, Fred Hutch Cancer Center).
READ MORE HERE
Jeffrey Davine
Attorney/Partner
Mitchell Silberberg & Knupp LLP
A former Special Assistant U.S. Attorney for the IRS, Jeffrey advises both nonprofit and for-profit entities in various tax matters including matters that involve complex planned gifts.
Attorney/Partner
Mitchell Silberberg & Knupp LLP
A former Special Assistant U.S. Attorney for the IRS, Jeffrey advises both nonprofit and for-profit entities in various tax matters including matters that involve complex planned gifts.
Steve Daughters, CPA, MBA
Managing Director
BPM
Steve Daughters is a Managing Director at BPM, specializing in forensic accounting. With over 30 years of financial accounting experience, Steve is well versed in the litigation and dispute advisory fields, serving as both a forensic accountant and an experienced expert witness / testifier across many industries. His primary areas of concentration include complex commercial damages, licensing/royalty disputes, lost earnings, business interruption claims, and fraud investigations.
Prior to working at BPM, Steve assisted three firms in developing their Bay Area litigation and forensic accounting practices. Steve has extensive Big Four experience, and brings industry experience across the financial services, healthcare, technology, real estate, and energy verticals. Notable past work includes assisting boards with corporate investigations related to retroactive pricing of stock options, earnings management, revenue recognition, and tax issues.
Stephen Daughters holds an active CPA license in California.
Managing Director
BPM
Steve Daughters is a Managing Director at BPM, specializing in forensic accounting. With over 30 years of financial accounting experience, Steve is well versed in the litigation and dispute advisory fields, serving as both a forensic accountant and an experienced expert witness / testifier across many industries. His primary areas of concentration include complex commercial damages, licensing/royalty disputes, lost earnings, business interruption claims, and fraud investigations.
Prior to working at BPM, Steve assisted three firms in developing their Bay Area litigation and forensic accounting practices. Steve has extensive Big Four experience, and brings industry experience across the financial services, healthcare, technology, real estate, and energy verticals. Notable past work includes assisting boards with corporate investigations related to retroactive pricing of stock options, earnings management, revenue recognition, and tax issues.
Stephen Daughters holds an active CPA license in California.
Rebecca E. Dupras, Esq .
Planned Giving Professional
Charitable Solutions & RISD
Rebecca works in planned giving at RISD and is a consultant with Charitable Solutions, LLC. She has expertise with gifts of complex assets and establishing long-term charitable legacy plans.
Planned Giving Professional
Charitable Solutions & RISD
Rebecca works in planned giving at RISD and is a consultant with Charitable Solutions, LLC. She has expertise with gifts of complex assets and establishing long-term charitable legacy plans.
Aydée Ferguson, CAP®
Senior Director of Pla nned Giving
UC Davis
Aydée is a Senior Director of Planned Giving. She has been with UC Davis since 2018 and has been in the planned giving field for 15 years after a career in financial services. She is a graduate of Cal Poly San Luis Obispo where she majored in Business Administration. Aydee serves on the Sacramento Estate Planning Council Board and leads fundraising efforts for her son's high school ski team. She is an avid runner, cyclist, and novice sailor.
Senior Director of Pla nned Giving
UC Davis
Aydée is a Senior Director of Planned Giving. She has been with UC Davis since 2018 and has been in the planned giving field for 15 years after a career in financial services. She is a graduate of Cal Poly San Luis Obispo where she majored in Business Administration. Aydee serves on the Sacramento Estate Planning Council Board and leads fundraising efforts for her son's high school ski team. She is an avid runner, cyclist, and novice sailor.
Liza Hanks
Director, Gift Planning
Silicon Valley Community Foundation
Liza Hanks is the Director of Gift Planning at Silicon Valley Community Foundation. Prior to joining SVCF, she was an estate planning attorney specializing in estate planning, trust administration and probate law for more than 20 years. She is also the author of “Every Californian's Guide to Estate Planning” and “The Trustee's Legal Companion.” A graduate of Stanford Law School, Hanks often says that her secret job title is "Generosity Consultant” because of the profound joy she feels when helping people create meaningful legacies.
Director, Gift Planning
Silicon Valley Community Foundation
Liza Hanks is the Director of Gift Planning at Silicon Valley Community Foundation. Prior to joining SVCF, she was an estate planning attorney specializing in estate planning, trust administration and probate law for more than 20 years. She is also the author of “Every Californian's Guide to Estate Planning” and “The Trustee's Legal Companion.” A graduate of Stanford Law School, Hanks often says that her secret job title is "Generosity Consultant” because of the profound joy she feels when helping people create meaningful legacies.
Eric P. Joranson, JD
Senior Manager, Charitable Strategies Group
Charles Schwab Charitable
Eric Joranson facilitates gifts of non-cash assets and educates advisors and donors on issues related to tax, mergers, and acquisitions. He has 17 years of experience in philanthropic planning and law. Subject matter expert in facilitating charitable transfers of non-cash assets such as closely held business interests, real estate, restricted stock, private equity interests, and cryptocurrency for HNW and UHNW clients.
Senior Manager, Charitable Strategies Group
Charles Schwab Charitable
Eric Joranson facilitates gifts of non-cash assets and educates advisors and donors on issues related to tax, mergers, and acquisitions. He has 17 years of experience in philanthropic planning and law. Subject matter expert in facilitating charitable transfers of non-cash assets such as closely held business interests, real estate, restricted stock, private equity interests, and cryptocurrency for HNW and UHNW clients.
Tracy Malloy-Curtis, JD
Vice President, Legacy Giving
Mal Warwick Donordigital
Tracy Malloy-Curtis has worked in planned and major gifts for 25 years. She launched the legacy gifts marketing division at MWD in 2018. She helps organizations in the social justice, advocacy, environmental and healthcare sectors create and grow their gift planning programs. She builds strategic legacy gift marketing plans and campaigns that reach across fundraising silos and channels. She is also experienced in leadership/major giving, gift officer development, program administration and compliance. A regular speaker at local and national conferences., she brings to the table deep theoretical knowledge and years of experience in testing and implementing knowledge in the real world with voracious curiosity and intellectual humility.
Vice President, Legacy Giving
Mal Warwick Donordigital
Tracy Malloy-Curtis has worked in planned and major gifts for 25 years. She launched the legacy gifts marketing division at MWD in 2018. She helps organizations in the social justice, advocacy, environmental and healthcare sectors create and grow their gift planning programs. She builds strategic legacy gift marketing plans and campaigns that reach across fundraising silos and channels. She is also experienced in leadership/major giving, gift officer development, program administration and compliance. A regular speaker at local and national conferences., she brings to the table deep theoretical knowledge and years of experience in testing and implementing knowledge in the real world with voracious curiosity and intellectual humility.
Christine Lim
Senior Manager, Charitable Consulting
Charles Schwab Charitable
Christine serves independent investment advisors, family offices, and donors for the Northwest. She provides innovative solutions to incorporate charitable planning into wealth management strategies to maximize charitable impact.
Senior Manager, Charitable Consulting
Charles Schwab Charitable
Christine serves independent investment advisors, family offices, and donors for the Northwest. She provides innovative solutions to incorporate charitable planning into wealth management strategies to maximize charitable impact.
- Strong knowledge in the design of effective and efficient strategic client service and retention programs for clients.
- Proven strengths include meeting goals and producing bottom-line results through excellent interpersonal, motivational and communication skills.
- Bringing a wealth of diverse experience as a community leader with an entrepreneurial, yet collaborative approach in hopes of bringing people together for change.
Susan M. Looney, CTFA
Senior Client Relationship Manager
Vice President
BNY Mellon Wealth Management
Susan is a senior client relationship manager for BNY Mellon Wealth Management’s Planned Giving group. In this role, she works directly with not-for-profit institutions to manage the complex needs of their planned giving programs. She oversees all aspects of the gift management process and provides solutions to help her clients grow their planned giving programs.
Susan joined the firm in 1987 and has more than 30 years of experience in trust administration and client service including over 20 years of planned giving experience. Prior to joining the Planned Giving group in 2001, she was a client relationship manager in the Wholesale Trust group where she was responsible for the delivery of client service to the client’s trustee bank, trust donors and beneficiaries. She was also responsible for all facets of trust account administration.
Susan received a bachelor’s degree from Wheaton College and is a Certified Trust and Fiduciary Advisor. She is a graduate of the New England School of Banking Trust School, the National Trust School and the National Graduate Trust School. Susan is member of the Planned Giving Group of New England and has served on their Executive Board.
Senior Client Relationship Manager
Vice President
BNY Mellon Wealth Management
Susan is a senior client relationship manager for BNY Mellon Wealth Management’s Planned Giving group. In this role, she works directly with not-for-profit institutions to manage the complex needs of their planned giving programs. She oversees all aspects of the gift management process and provides solutions to help her clients grow their planned giving programs.
Susan joined the firm in 1987 and has more than 30 years of experience in trust administration and client service including over 20 years of planned giving experience. Prior to joining the Planned Giving group in 2001, she was a client relationship manager in the Wholesale Trust group where she was responsible for the delivery of client service to the client’s trustee bank, trust donors and beneficiaries. She was also responsible for all facets of trust account administration.
Susan received a bachelor’s degree from Wheaton College and is a Certified Trust and Fiduciary Advisor. She is a graduate of the New England School of Banking Trust School, the National Trust School and the National Graduate Trust School. Susan is member of the Planned Giving Group of New England and has served on their Executive Board.
Karl Mill
Attorney
Mill Law Center
Karl Mill is an attorney serving charities, foundations, and philanthropists throughout California, specializing in charitable giving, social enterprise, and private foundations.
Attorney
Mill Law Center
Karl Mill is an attorney serving charities, foundations, and philanthropists throughout California, specializing in charitable giving, social enterprise, and private foundations.
Nicole Medeiros
Client Relationship Team Lead, Planned Giving
BNY Mellon Wealth Management
Nicole is the client relationship team lead for BNY Mellon Wealth Management’s Planned Giving group responsible for leading the client relationship team. With 20 years of experience in finance and banking, including over 15 years of planned giving experience, Nicole works directly with not-for-profit institutions to manage the complex needs of the institutions planned giving programs. She monitors and oversees all aspects of the gift management process, provides strategic solutions to help her clients grow their planned giving program, analyses programmatic risks and delivers insight into industry trends.
Prior to joining the firm, Nicole was at Bank Rhode Island where she was a senior retail sales associate. In this role, she was responsible for maintaining client relationships through supervising client banking activity and other bank employees.
Client Relationship Team Lead, Planned Giving
BNY Mellon Wealth Management
Nicole is the client relationship team lead for BNY Mellon Wealth Management’s Planned Giving group responsible for leading the client relationship team. With 20 years of experience in finance and banking, including over 15 years of planned giving experience, Nicole works directly with not-for-profit institutions to manage the complex needs of the institutions planned giving programs. She monitors and oversees all aspects of the gift management process, provides strategic solutions to help her clients grow their planned giving program, analyses programmatic risks and delivers insight into industry trends.
Prior to joining the firm, Nicole was at Bank Rhode Island where she was a senior retail sales associate. In this role, she was responsible for maintaining client relationships through supervising client banking activity and other bank employees.
Matt Petroski
Partner
Armanino LLP
Partner in Armanino LLP’s nonprofit tax practice with over 20 years of experience providing tax consulting and compliance services. His practice focuses on higher education, healthcare institutions, other public charities and private foundations, including IRS audit support, executive compensation and employee fringe benefits, intermediate sanctions, operation of for-profit subsidiaries, mergers and acquisitions, unrelated business income tax, state and local tax, and Form 990 compliance.
Partner
Armanino LLP
Partner in Armanino LLP’s nonprofit tax practice with over 20 years of experience providing tax consulting and compliance services. His practice focuses on higher education, healthcare institutions, other public charities and private foundations, including IRS audit support, executive compensation and employee fringe benefits, intermediate sanctions, operation of for-profit subsidiaries, mergers and acquisitions, unrelated business income tax, state and local tax, and Form 990 compliance.
Sandra Price
Partner
Sideman & Bancroft LLP
Sandy is a trusts and estates attorney with over 40 years of experience advising on post-death administration matters.
Partner
Sideman & Bancroft LLP
Sandy is a trusts and estates attorney with over 40 years of experience advising on post-death administration matters.
Christopher Smith
Senior Director
CCS Fundraising
Bio to come.
Senior Director
CCS Fundraising
Bio to come.
Tami Wallenstein
Sr. VP, Sr. Philanthropic Specialist
Wells Fargo Philanthropic Services
Tami is a Sr. Philanthropic Specialist and has advised clients and donors on tax efficient and impactful giving methods to suit their wealth planning and charitable desires.
Sr. VP, Sr. Philanthropic Specialist
Wells Fargo Philanthropic Services
Tami is a Sr. Philanthropic Specialist and has advised clients and donors on tax efficient and impactful giving methods to suit their wealth planning and charitable desires.
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