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  Northern California Planned Giving Council

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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.

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
2021/05/04-05    Annual Conference - 28th Annual Northern California Planned Giving Conference 
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
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  • Home
  • About Us
    • Council History
    • 2023 Council Leadership
    • Donate
    • Get Involved
    • Recognition >
      • Hoffmire Award
      • Philanthropist Award
    • Privacy Policy
    • Contact Us
  • Membership
    • Join/Renew
    • Member Directory
    • Model Standards of Practice
  • Education
    • 2023 Upcoming Events
    • Heidi Strassburger Masters Programs
    • Programs History
    • Mentorship Program
    • Leave Your Legacy
    • Partner Events
  • 2023 Annual Conference
    • 2023 Call for Proposals
    • Sponsorship Opportunities