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Programs History
Please Note: Each session includes the link to the program's event page which highlights the topics and speakers.
To Search - On your keyboard, press CTRL-F; enter speaker name, date, event type, or keyword into the search box.
To Search - On your keyboard, press CTRL-F; enter speaker name, date, event type, or keyword into the search box.
2023/03/16 Luncheon Program - Reflections on How the Great Wealth Transfer Will Unfold presented by Barlow Mann, JD, General Counsel, Sharpe Group
2023/01/19 Luncheon Program - Recent Developments in Charitable Gift Planning presented by Karl Mill, Founding Attorney, Mill Law Center, Inc.
2022/11/19 Luncheon Program - Thinking Beyond Retirement Income for CRTs and CGAs presented by Rebecca Bibleheimer (she/her/hers), Senior Complex Gifts Officer, Metro Portland, Philanthropic Services
2022/09/29 Basics Course - Planned Giving Basics Course (multiple presenters)
2022/09/15 Luncheon Program - Philanthropy Planning in the LatinX Community presented by Chris Lutz, Assistant Vice President of Gift Planning at The Huntington Library, Art Museum, and Botanical Gardens and Dien Yuen, JD/LLM, CAP®, AEP® is the Executive Director, Center for Philanthropy and Social Impact at The American College of Financial Services and the Blunt-Nickel Professor in Philanthropy.
2022/08/18 Heidi Strassburger Masters Program: Putting Your Money Where Your Mission Is - Charity and Sustainable Investing presented by Prof. Susan N. Gary and Jennifer B. Goode, J.D.
2022/03/10 Luncheon Program - The Bank of America Philanthropic Report presented by Matthew Laufman, Senior Vice President & National Philanthropic Strategist, Bank of America.
2022/01/20 Luncheon Program - Recent Developments in Charitable Giving presented by Barbara Rhomberg, JD, Partner, Kavanagh Rhomberg LLP
2021/11/18 Luncheon Program - Calming Troubled Waters: Eliminate Delays When Requesting IRA Death Proceeds presented by Johni Hays, JD, FCEP.
2021/09/23 Basics Course - Planned Giving Basics Course (multiple presenters)
2021/09/17 PIP Program - The Darker Side of Gift Planning presented by Stacey McKinley, Esq.
2021/07/15 Heidi Strassburger Masters Program - Tax Change Affecting Estate & Charitable Planning presented by Jonathan G. Blattmachr
2021/03/18 PIP Program - Black Belt Gift Planning: Ten Stages to Becoming a Master presented by Alexandra Pia Brovey
2021/01/21 Luncheon Program - Recent Developments: All The News That's Fit To Print presented by Erik Dryburgh
2020/12/17 Luncheon Program - An Unthinkable Disaster, A Radical Transformation presented by Alexa Benson-Valavanis
2020/10/15 Luncheon Program - What COVID-19 Tells Us About Racial Justice presented by James W. Head
2020/10/01 Basics Course - Planned Giving Basics Course (multiple presenters)
2020/09/17 PIP Program - Top Ways to Encourage Bequests presented by Cathy R. Sheffield
2020/07/16 Heidi Strassburger Masters Program - The New Normal in Charitable Tax Planning presented by Justin T. Miller
2020/01/23 Luncheon Program - Recent Developments: All The News That's Fit To Print presented by Erik Dryburgh
2020/01/23 PIP Program - The Future of Giving presented by Avery Tucker Fontaine
2019/11/21 Luncheon Program - Creative Ways to Make Charitable Gifts with Retirement Funds presented by M. Jean Gorman
2019/11/21 PIP Program - Expand Your Consciousness (and your legacy giving program too) presented by Greg Lassonde
2019/10/10 Basics Course - Planned Giving Basics Course (multiple presenters)
2019/09/19 Luncheon Program - Family Philanthropy: Engaging the Next Generation in the Philanthropic Conversation presented by Lisa Parker
2019/09/19 PIP Program - Charitable Remainder Trusts -- A Deep Dive presented by Karl Mill
2019/06/27 Heidi Strassburger Masters Program - Gifts of Real Estate: Challenges and Opportunities presented by Bill Knox
2019/05/17 Annual Conference - 27th Annual Northern California Planned Giving Conference
2019/03/21 Luncheon Program - Leveraging Complex Assets to Maximize Charitable Impact for Your Donors presented by Amy M. Grossman
2019/03/21 PIP Program - US Trust Study of High Net Worth Philanthropy: The Economics of Nonprofit Giving presented by Matthew Laufman
2019/01/17 Luncheon Program - Recent Developments: All The News That's Fit to Print presented by Erik Dryburgh
2019/01/17 PIP Program - Planned Giving’s Greatest Hits – The Most Popular Gift Types and Their Functions presented by Multiple Speakers
2018/11/15 Luncheon Program - Donor Relations: Saying "No" to a Gift while Maintaining Good Donor Relations presented by M. Jean Gorman
2018/11/15 PIP Program - Gift Acceptance Policies—Why, When, What, How, and Who presented by Barbara Rhomberg
2018/09/26 Basics Course - Planned Giving Basics Course (multiple presenters)
2018/09/20 PIP Program - Advancing Your Charitable Gift Annuity Program: Balancing Opportunity and Risk Through Sound Program Management presented by Jeff Underwood
2018/09/20 PIP Program - Responding to Evolving Donor Needs: Assuming the Trusteeship of an Outside Trust presented by Multiple Speakers
2018/06/21 Heidi Strassburger Masters Program - Charitable Options for Gifts of Business Interests presented by Stephanie Buckley
2018/06/13 Peninsula & South Bay PIP Program - Starting a Planned Giving Program presented by Peter Gielniak
2018/05/04 Annual Conference - 26th Annual Northern California Planned Giving Conference
2018/03/15 Luncheon Program - Estate Planning to Fulfill Donor Intent and Prevent Unintended Consequences presented by Sarah M. King & Debra L. Kasper
2018/03/15 PIP Program - Anatomy of Trust and Estate Administrations presented by Multiple Speakers
2018/01/18 Luncheon Program - Recent Developments: All The News That's Fit To Print presented by Erik Dryburgh
2018/01/18 PIP Program - Starting a Planned Giving Program presented by Multiple Speakers
2017/11/02 Luncheon Program - Intentional Integration: Bringing Together Development, Donor Services, Finance, Program, and Marketing Departments to Engage Donors and Fulfill Charitable Goals presented by Ruben D. Orduña
2017/11/02 PIP Program - The Who, What, When, Where and Why of Life Income Gifts presented by Fred Hartwick
2017/09/19 Basics Program - Planned Giving Basics Course (multiple presenters)
2017/09/07 Luncheon Program - U.S. Trust Study of High Net Worth Philanthropy presented by Matthew Laufman
2017/09/07 PIP Program - Charitable Lead Trusts: Fundamentals and Planning Opportunities presented by Kirsten Wolff