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  Northern California Planned Giving Council

SCHEDULE
SPEAKERS
SPONSORS
Conference Workshop Handouts & Presentations
MONDAY, APRIL 24,  • 8:00 AM - 5:30  • Westin St. Francis, San Francisco
Schedule is subject to change.  To be eligible for CFREs or MCLEs, attendees must attend the entire education session.
DOWNLOAD PROGRAM HERE
HELP US DO BETTER FOR FUTURE CONFERENCES! TAKE THE SURVEYS BELOW:
Overall Conference Evaluation
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MORNING PLENARY
 9:35 am - 10:30 am

Changes in the Philanthropic Landscape

By:
Rehana Abbas, Chief Philanthropy Officer, San Francisco Foundation
Kendra Onishi, Vice President of Development, Philanthropic Partnerships, Silicon Valley Community Foundation
Megan Barber Allende, President/CEO, Community Foundation of Mendocino County

LUNCHEON & KEYNOTE SPEAKER
12:00 pm - 1:30 pm

Healthy Communities, Thriving Planet

By:
Dr. Scott Sampson, Executive Director, California Academy of Sciences




SESSION 1: 10:45 am - 12:00 pm
FUNDAMENTALS
Taxes and Charitable Giving – What Do Gift Planners Need to Know?

By:
Karl Mill, Founder, Mill Law Center

PRESENTATION
CULTIVATION & MARKETING
Partnering with Professional Advisors to Multiply Your Planned Giving Success

By:
Kimberly Jetton, CFRE, MNM, Founder and President, Pleiades Nonprofit Advisors, LLC

&
Andy Ragone, CGPP, Integrated Marketing, Crescendo Interactive


PRESENTATION
TECHNICAL
Analyzing Contributions of Illiquid Assets

By:
Jeffrey Davine, Partner, Mitchell, Silberberg & Knupp LLP

 PRESENTATION
 HANDOUT
SPECIAL TOPICS
DEI-IDEA: How to Operationalize your DEI Aspirations

By:
Abigail Oduol, Senior Development Officer, Earthjustice

PRESENTATION
HANDOUT 1
HANDOUT 2
HANDOUT 3
HANDOUT 4
HANDOUT 5

SESSION 2:   1:45 pm - 3:00 pm
FUNDAMENTALS
Conversations About Money: Understanding It, Identifying It and Asking for It

By:
Melanie Keilholtz, Associate Director, UC Berkeley


 HANDOUT
 HANDOUT
 PRESENTATION
CULTIVATION & MARKETING
Using Planned Gifts to Maximize Major Gift Fundraising

By:
Hal J. Abrams, JD, LLM, Principal/Owner, Hal J. Abrams Planned Giving Consultant



 PRESENTATION
TECHNICAL
Top Tax Tips for Increasing Totals to Charity

By:
Justin Miller, JD, Partner and National
Director of Wealth Planning, Evercore Wealth Management, LLC and Managing Director,
Evercore Trust Co., N.A.



 PRESENTATION
SPECIAL TOPICS
Donor Stories in Planned Giving Marketing - To Use or Not to Use

By:
Claudine Donikian, CEO, Pentera

WHITE PAPER
SESSION 3:    3:15 pm - 4:30 pm
FUNDAMENTALS
Integrating Legacy Giving into the Donor Journey

By:

Tracy Malloy-Curtis, JD, Vice President, Legacy Giving, Mal Warwick Donordigital


 PRESENTATION
SPECIAL TOPICS
E very rose has its thorn: Gift acceptance policies – intended, unintended and unexpected outcomes 

By:
Michael Davis, Senior Philanthropic Advisor | The Charitable Services Group
, US Bank
 PRESENTATION
TECHNICAL
Dusting off the Old CRT’s as They are Back in 2023!

By:
Charles J. McLucas, Jr., CPA/PFS, President,
Charitable Trust Administrators, Inc.


PRESENTATION
SPECIAL TOPICS
Key Trends in Philanthropy

By:
Stuart C. Burden, Managing Director, First Republic Private Wealth Management




  • Details subject to change without notice.
  • Pending CFRE. Approved for  MCLE & CFP. To be eligible for credits, attendees must attend the entire education session.
  • Registered attendees will be contacted via email and provided with a link to access presentation handouts 1-2 weeks prior to the conference.
  • Please note that some handouts will be made available the day of the conference.

This event is made possible by the generous support of these sponsors.
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© 2017-2025 Northern California Planned Giving Council                                   Website Hosted By LiveImpact
  • Home
  • About Us
    • Council History
    • 2025 Council Leadership
    • Donate
    • Get Involved
    • Recognition >
      • Hoffmire Award
      • Philanthropist Award
    • Privacy Policy
    • Contact Us
  • Membership
    • Join/Renew
    • Member Directory
    • Model Standards of Practice
  • Education
    • 2025 Upcoming Events
    • 2025 Planned Giving Basics Course
    • Heidi Strassburger Masters Programs
    • Programs History
    • Leave Your Legacy
  • Sponsorship
  • 2025 Conference
    • 2025 Conference Schedule
    • 2025 Conference Speakers
    • 2025 Conference Sponsorship