Heidi Strassburger Masters Program
Heidi Strassburger
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The Northern California Planned Giving Council’s annual masters program is named in honor of Heidi Strassburger, a long-time member and past president of our Council who passed away prematurely in 2008. Heidi was dedicated to planned charitable giving and was a talented and tireless friend and mentor to many members of the Council.
Heidi began her legal career as a staff attorney at the Child Care Law Center in San Francisco and after earning her LL.M. in Tax, worked in the Estate and Gift Tax division of the Internal Revenue Service. Most of us came to know Heidi after she became a planned giving officer at University of California, San Francisco and later the Director of Tax, Legal and Regulatory Affairs at Kaspick & Company. In honor of her dedication to, and expertise in, the field of charitable gift planning and her leadership and service to the Northern California Planned Giving Council, the Board of Directors named the annual Masters Program the “Heidi Strassburger Masters Program” (HSMP) in honor and in memory of Heidi Strassburger. The HSMP is intended for those who have worked in the field of planned giving for five years or more, although everyone is welcome to attend. |
Past HSMP Events
August 15, 2024 - Heidi Strassburger Masters Program: Testamentary Charitable Planning in this Unique Environment presented by Ryan J. Szczepanik, Senior Wealth Strategist at BNY Wealth | BNY Mellon, N.A.
July 20, 2023 - Heidi Strassburger Masters Program: From Avocados to Opera: The Top 10 Lessons from a Complex Life Estate presented by Jill Rode and Andy Ragone
August 18, 2022 - Charities and Sustainable Investing: Putting Your Money Where Your Mission Is presented by Prof. Susan N. Gary and Jennifer B. Goode, J.D.
July 15, 2021 - Tax Change Affecting Estate & Charitable Planning presented by Jonathan G. Blattmachr, Principal, Pioneer Wealth Partners
July 16, 2020 - The New Normal in Charitable Tax Planning presented by Justin T. Miller, J.D., LL.M., TEP, AEP®, CFP®
June 27, 2019 - Gifts of Real Estate: Challenges and Opportunities presented by Bill Knox, J.D., LL.M.
June 21, 2018 - Charitable Options for Gifts of Business Interests presented by Stephanie Buckley, J.D., LL.M