Conference Schedule & Materials
TUESDAY, APRIL 22, 2025, • 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: 8:30 - 9:30 AM
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MORNING KEYNOTE: 9:30 - 10:30 AM
Title: Spheres of Influence and Impact By: Dien Yuen, JD, LLM, CAP®, AEP® CEO, Daylight Advisors |
LUNCHEON & PLENARY PANEL: 12:00 - 1:30 PM
Focus: The Role of Philanthropy in a Changing Environment By: Panelists: Rehana Abbas, Chief Philanthropy Officer, San Francisco Foundation; Roger Doughty, President of Horizons Foundation; & Sujata Srivastava, Chief Policy Officer, SPUR Moderator: Alexis Madrigal, Host, KQED Forum |
SESSION 1: 10:45 AM - 12:00 PM
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FUNDAMENTALS
The Lazarus Gifts: How to Bring Stalled Gift Conversations Back to Life By: Stephanie Zaino, JD Director of Development, Gift Planning, Oregon State University Foundation Description: We all have encountered gifts that looked like easy wins – great for the donor, and great for the organization. But something goes sideways, and the gift is never completed, or is even revoked. How do we restart the conversation, earn back donor trust, and make forward progress? This session is focused on how to identify the root cause of the disconnect, find common ground, rebuild trust, and advance stagnant gifts to completion. The audience will participate to add their input on both issues and solutions they have encountered in their donor work. • Learn how to pinpoint the root cause of a stagnant gift conversion • Discuss processes to restart conversations and rebuild donor trust • Advance the rekindled relationship to a completed (or retained) gift |
CULTIVATION & MARKETING
Fiduciary Choices for Administration of Charitable Estates and Trusts By: Fredrick Weber, JD Counsel, ArentFox Schiff LLP Description: For gift planners and trusted advisors, educating donors about fiduciary options is almost as important as helping donors identify beneficiaries and structure their gifts. This presentation will discuss strategies for advising donors about the pros and cons of various fiduciary options for the post-death administration of estates and trusts that include gifts to charity. It will also include ideas for improving communication among donors and their families before a death occurs. Lastly, it will help demystify the post-death administration process for gift planners, donors, and their advisors so that they can all make thoughtful and informed decisions aimed at easing the burden and the cost of post-death administration for the families of the donors, and for the charities they support. |
TECHNICAL
Complex Gift Case Study: The Watershed Gift By: Ngan Raskin, JD, LLM, Relationship Manager and Timothy Prosser, JD, Sr. Relationship Manager, TIAA Kaspick Description: Do you know how to qualify real property if presented with an inquiry from a donor? Do you know how to spot issues such as unrelated business taxable income, self-dealing, and prearranged sales? How do you as fiduciary of trusts evaluate the risks, set donor expectations, and offer a gift solution that meets the donor’s objectives and leaves a good gift to your institution? In this interactive case study based on a real-life gift, we will slowly reveal the facts of the case as they occurred. Our guided discussion will help you develop a deeper understanding of real property which can lead to significant gifts and expand relationships with your key donors. |
SPECIAL TOPICS
Tough Charitable Giving Questions for a Lawyer By: Karl Mill, Attorney, Mill Law Center Description: Participants are encouraged to bring their any questions they may have for a charitable giving lawyer. The presentation will alternate between discussing those questions and what Karl sees as the most question types from clients, and how to think about them at a high level. The prepared topics will include: (1) Can I Sign This? The most common issues with documents charities are asked to sign.. (2) Can I Take This? A framework for thinking about different gift types and how to divide the easy gifts from the hard gifts. (3) Can I Spend This Money This Way? Dealing with purpose restrictions -- making tough calls and making changes. (4) Can I Spend This Money Now? Timing restrictions (e.g. endowments) and how to properly classify -- limits on varying from the spending policy. (5) What is Going On With That Estate? Common issues with estate and trust administration. |
SESSION 2: 1:45 - 3:00 PM
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FUNDAMENTALS
8 Trends in Philanthropic Advising By: Dien Yuen, JD, LLM, CAP®, AEP® CEO, Daylight Advisors and Megan Lemieux Bell Director, Engagement Daylight Advisors Description: We’re living in an unprecedented period of intergenerational transfer of wealth and creation of new wealth. The inheritors and wealth creators are more diverse and more interested in achieving social impact during their lives. They’re ready to use a broader mix of tools and strategies to tackle the complex mix of social, economic, political, and environmental problems across the world. Are you ready to guide clients and donors through this transformative era for wealth and philanthropy? In this session, you’ll learn how to adapt to eight trends in advising donors’ and clients’ philanthropic and social impact goals. The insights are drawn from conversations with hundreds of professionals ranging from wealth advisors to fundraisers, and from family office staff to donor-advised fund leaders. ● Describe the shifting giving patterns and approaches of wealthy individuals and families ● Discuss the increasing use and purpose of multiple social impact vehicles ● Explain the changing definition of philanthropy and social impact ● Describe how wealthy individuals and families are using technology to organize and give for greater impact |
CULTIVATION & MARKETING
Charitable Gift Report 2025: Trends and Opportunities in Split Interest Gifts By: David Ogburn, CFP®, CEPA®, Senior Client Strategist, BNY Mellon Description: BNY Wealth publishes annually a proprietary Charitable Gift Report for the benefit of the nonprofit sector. This report is based on proprietary client data and is designed to assess the planned giving landscape and analyze trends across a number of giving vehicles including charitable gift annuities, charitable remainder trusts, and donor advised funds. During this presentation, David Ogburn will share key takeaways from the report that can help nonprofits evaluate gift acceptance polices, set fundraising priorities, identify areas of opportunity, and assess risk. |
TECHNICAL
15 FAQs on the Legacy IRA By: Russell A. Willis III, JD, LLM, Consultant Description: The legislation extending QCDs to funding life income gifts took effect in 2023, an uptake has been strong. But there are many questions (at least fifteen) donors and charities may still be tripping over. What does "one and done" mean? Can spouses contribute to the same vehicle? What does it mean to say the annuity must be "nonassignable"? Can you limit the remainder trust to a term of years? Can the beneficiary of an inherited IRA make a "legacy" QCD? Does the full amount of the distribution count toward your RMD? Since the entire amount of the life income payout will be ordinary income, what exactly is the tax incentive? Can the remainder or residuum go to a donor advised fund or supporting org? We will explore these and (your) other questions. |
SPECIAL TOPICS
Demystifying Working with Financial Advisors By: Michael Wagschal, Endowment and Foundation Specialist, Bank of America Description: Financial Advisors connect with philanthropy via board/committee positions as well as gatekeepers to their clients and firms philanthropic assets. This session will help nonprofit executives navigate working with these vital partners. Financial advisory as Advisory Councils/Committee: Members/Board Members - How to Recruit - Job Descriptions - Conflicts of Interest Policies Cultivation/Networking: - Best practices in cultivating financial advisors as gatekeepers of their clients’ philanthropic assets - Best practices in cultivating financial advisors as gatekeepers of their firms’ philanthropic assets - Understanding the financial advisor’s perspective - Leveraging services to meet clients specific/unique needs. In his role covering the western 12 states as the Endowment and Foundation Specialist, Michael works with BofA and Merrill Lynch Financial Advisors when they are dealing with nonprofits. His 14 years as a nonprofit executive and 25 years in his current role with Bank of America brings a unique experience working on both sides of the table. |
SESSION 3: 3:30 - 4:45 PM
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FUNDAMENTALS
Gifts that Went Wrong By: Amanda Kiernan Martin, JD, Executive Director, Mills-Peninsula Hospital Foundation and Patience Boudreaux, MBA, CSPG, CFRE, Philanthropy Executive, Adventist Health and Rideout Description: We will all have that moment in our careers where a gift that seemed to be going well suddenly goes wrong or where a completed gift, either one of your own or one by a predecessor, is now clearly in trouble. While our training is often around how to set-up gifts correctly, we rarely get a peek at how to handle things when the unexpected occurs and things start to go awry. In this session, we’ll share real examples of gifts we and our peers have experienced and share the fact patterns that highlight red flags to look for, how to build gift policies and procedures that help you vet gifts and donors, and how to communicate with donors about mistakes and challenges in ways that build confidence and trust. In a profession where we’re often expected to be experts in a lot of things (Real estate! Stock! Taxes! Art! Jewelry! Stamps?), how do you navigate the complexity and figure out a path forward when it seems to be going wrong? |
CULTIVATION & MARKETING
Avoiding Roadblocks with Matured Bequests By: Stacie Nelson and Shelley Hurwitz, Partners, Holland and Knight LLP Description: We will provide tips and tricks to avoid delays in administration of trusts and estates and to get stalled administrations moving. We will also discuss the most common tax errors and how to obtain a refund from the IRS. 1. Strategies to deal with unresponsive fiduciaries and fiduciaries that make unreasonable demands. 2. Strategies to accelerate distributions and the ways that acceleration benefits the organization. 3. Proper tax treatment while the fiduciary maintains control of the funds. |
TECHNICAL
Charitable Deduction Tax Rules By: Barbara Rhomberg, Attorney, Law Office of Barbara Rhomberg Description: This fast-paced program will review the charitable deduction rules for donors who claim income tax deductions for their contributions under Section 170 of the Internal Revenue Code. Learn about potential tax pitfalls so you can steer your clients around them and warn your donors before they fall in! Topics covered will include gifts earmarked for specific beneficiaries; gifts with return benefits; assignment of income; gifts of debt-encumbered property; bargain sales; date of gift issues; partial interests in property; substantiation rules; and when the donor can (and can't) deduct the fair market value of donated property. |
SPECIAL TOPICS
From Beverly Hills to ICU: When Gifts and Ethics Collide By: Kimberly Jetton, MNM, CFRE, President, Pleiades Nonprofit Advisors Description: Interactive Advanced Case Study on a 93 year old donor who calls from ICU asking to fund a CRT with her multi-million dollar home in Beverly Hills, which leads to unexpected outcomes. An elderly donor calls from ICU and requests a CRT to be funded by her multi-million dollar home in Beverly Hills. This case study follows the journey of a gift officer who must consider the moral, legal and ethical ramifications of this large gift from a vulnerable donor. This interactive presentation poses tough questions to the audience, who must decide how they would proceed through each step of the process. |