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.
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.
HELP US DO BETTER FOR FUTURE CONFERENCES! TAKE THE SURVEYS BELOW:
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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
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FUNDAMENTALS
Taxes and Charitable Giving – What Do Gift Planners Need to Know? By: Karl Mill, Founder, Mill Law Center |
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 |
TECHNICAL
Analyzing Contributions of Illiquid Assets By: Jeffrey Davine, Partner, Mitchell, Silberberg & Knupp LLP |
SPECIAL TOPICS
DEI-IDEA: How to Operationalize your DEI Aspirations By: Abigail Oduol, Senior Development Officer, Earthjustice |
SESSION 2: 1:45 pm - 3:00 pm
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FUNDAMENTALS
Conversations About Money: Understanding It, Identifying It and Asking for It By: Melanie Keilholtz, Associate Director, UC Berkeley |
CULTIVATION & MARKETING
Using Planned Gifts to Maximize Major Gift Fundraising By: Hal J. Abrams, JD, LLM, Principal/Owner, Hal J. Abrams Planned Giving Consultant |
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. |
SPECIAL TOPICS
Donor Stories in Planned Giving Marketing - To Use or Not to Use By: Claudine Donikian, CEO, Pentera |
SESSION 3: 3:15 pm - 4:30 pm
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FUNDAMENTALS
Integrating Legacy Giving into the Donor Journey By: Tracy Malloy-Curtis, JD, Vice President, Legacy Giving, Mal Warwick Donordigital |
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 |
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. |
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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