Luncheon Program
Monday, January 26, 2026 • 12:00 to 1:30 PM PT via Zoom
Title: Recent Developments in Charitable Giving
Presented by Attorneys of Adler & Colvin
|
|
|
David Levitt
Principal, Adler & Colvin |
Shirley McLaughlin
Principal, Adler & Colvin |
Program Description:
Don’t miss Northern California Planned Giving Council’s annual review of topical legal and regulatory issues that affect the world of charitable gift planning, presented by attorneys David Levitt and Shirley McLaughlin of Adler & Colvin. Join us on Monday, January 26, for NCPGC's session on new laws, recent cases, and topical issues in charitable gift planning. This virtual event will start at 12:00 pm PT.
About the Presenters:
David Levitt
David A. Levitt is a principal with Adler & Colvin, a firm that specializes in the representation of nonprofit organizations and their donors. He focuses on mission-related investments, social enterprise, political advocacy, and nonprofit corporate governance.
David served as the Chair of the American Bar Association Business Law Section Nonprofit Organizations Committee, from 2020 through 2023. His publications include: “Taking Care of Business: Use of a For-Profit Subsidiary by a Nonprofit Organization”, Business Law Today, June 2014 (co-author); and “Impact Investing Through a Donor-Advised Fund”, Taxation of Exempts, March/April 2014. David speaks regularly on nonprofit and tax exemption legal matters.
Shirley McLaughlin
Shirley McLaughlin is a Principal at Adler & Colvin. She specializes in nonprofit corporate formation and tax-exempt status, public charities, private foundations, donor-advised funds, grant-making and social investing, social enterprise, charitable solicitations and fundraising, nonprofit structures, relationships and affiliations, and international charitable transactions and operations.
Prior to joining Adler & Colvin, Shirley worked for San Francisco Foundation and Silicon Valley Community Foundation for over ten years, overseeing grants administration and other compliance matters, and assisting individuals and families with their donor-advised fund giving.
Ms. McLaughlin is a member of the American Bar Association, the California Lawyers Association, and the Bar Association of San Francisco.
Don’t miss Northern California Planned Giving Council’s annual review of topical legal and regulatory issues that affect the world of charitable gift planning, presented by attorneys David Levitt and Shirley McLaughlin of Adler & Colvin. Join us on Monday, January 26, for NCPGC's session on new laws, recent cases, and topical issues in charitable gift planning. This virtual event will start at 12:00 pm PT.
About the Presenters:
David Levitt
David A. Levitt is a principal with Adler & Colvin, a firm that specializes in the representation of nonprofit organizations and their donors. He focuses on mission-related investments, social enterprise, political advocacy, and nonprofit corporate governance.
David served as the Chair of the American Bar Association Business Law Section Nonprofit Organizations Committee, from 2020 through 2023. His publications include: “Taking Care of Business: Use of a For-Profit Subsidiary by a Nonprofit Organization”, Business Law Today, June 2014 (co-author); and “Impact Investing Through a Donor-Advised Fund”, Taxation of Exempts, March/April 2014. David speaks regularly on nonprofit and tax exemption legal matters.
Shirley McLaughlin
Shirley McLaughlin is a Principal at Adler & Colvin. She specializes in nonprofit corporate formation and tax-exempt status, public charities, private foundations, donor-advised funds, grant-making and social investing, social enterprise, charitable solicitations and fundraising, nonprofit structures, relationships and affiliations, and international charitable transactions and operations.
Prior to joining Adler & Colvin, Shirley worked for San Francisco Foundation and Silicon Valley Community Foundation for over ten years, overseeing grants administration and other compliance matters, and assisting individuals and families with their donor-advised fund giving.
Ms. McLaughlin is a member of the American Bar Association, the California Lawyers Association, and the Bar Association of San Francisco.
Program Fees:
$30 - Member Fees
$45 - Non Member Fees |
Continuing Education Credit:
The program has been approved for MCLE, CFP, CFRE, and CSPG. |