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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.
2024/11/14 Luncheon Program - Nonprofit and Sustainability presented by Su Rim, Co-leader of ESG Practice and Assurance Senior Manager at BPM LLC.
2024/8/15 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.
2024/1/18 Recent Developments in Charitable Giving presented by Matt Clausen and David Levitt of Adler & Colvin
2023/11/16 Luncheon Program - LGBTQ+ Donors: The Market and Giving among the Community presented by Perry Monastero, Ed.D., Principal of RPM Consulting Group
2023/09/21 Luncheon Program - When, Why and How To Say “No, Thank You” presented by Mariana Katsnelson, Senior Executive Director Estate Administration, City of Hope and Adrienne Gibson, Senior Director of Planned Giving, City of Hope
2023/07/20 Heidi Strassburger Masters Program: From Avocados to Opera: The Top 10 Lessons from a Complex Life Estate presented by Jill Rode and Andy Ragone
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