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The Northern California Planned Giving Council
in cooperation with the
Silicon Valley Planned Giving Council
and the Planned Giving Forum of Sacramento
and in association with
City National Bank
Presents the 18th Annual
Planned
Conference Sponsors
TITANIUM
City National Bank
PLATINUM
Giving
Colonial Consulting, LLC
DIAMOND
Kaspick & Company
GOLD
Bank of America Merrill Lynch
ConferenCe
Manatt, Phelps, Phillips, LLP
Northern California Community
Foundations
ShoreBank
SILVER
Adler & Colvin
Aperio Group
Carr McClelland Ingersoll Thompson & Horn
Charitable Trust Administrators, Inc.
Charles Schwab Advisor Services
Clifford Swan Investment Counsel FRIDAY
Crescendo Interactive, Inc.
MAY 7, 2010
Hobson and Hobson
Mechanics Bank 7:30 AM–6:00 pm
Moss-Adams LLP
Pentera, Inc. THE PALACE HOTEL
PG Calc Two New Montgomery Street
RuffaloCODY San Francisco
The Stelter Company
US Bank Charitable Services Group
Vanguard
Wells Fargo
Northern
California Planned Giving ConferenCe
Presenters and Workshops
7:30 Registration Opens
8:30 Morning Keynote Speaker Jeff Kutash FSC Social Impact Advisors Doing Good Better — Trends in Effective Philanthropic Giving
9:00 Break With Sponsors
TRACKS: FUNDAMENTALS MARKETING ADMINISTRATION TECHNICAL MASTERS
9:30– Legacy Giving Building Blocks Planned Giving Marketing — Fiduciary Best Practices — Roth Conversions – Not in Your CGAs — Moving Beyond the
10:45 Strategies, Techniques and Ensuring Excellence with Best Interest Basics and into the Fun Stuff
This interactive session will provide the Samples for Everyone Endowments
Session steps, tools and methodology to help Explore how IRAs can be leveraged into Take CGAs to a new level by funding with
1 you build a successful program including:
defining legacy giving, why legacy giving
“Nuts and bolts” about marketing
planned gifts: who, what, when, how,
Staff and trustees face unique challenges
in administering endowments. Learn
large charitable gifts and how these gifts
will be lost if the IRA is converted to a
life insurance, commercial annuities, real
estate and the remainder interests from
is important, commonly cited obstacles, how much and an introduction to ROI. what it means to be an effective fiduciary, Roth. retained life estates.
requirements to build a program, Interactive discussion; attendees should the building blocks of successful
measures of success, essential building bring marketing material samples to governance, and the importance of an Robert Lew Johni Hays, JD
blocks, and an overview of action steps. share. appropriate spending policy. Planning & Financial Advisors The Stelter Company
Greg Lassonde, CFRE W. Gary Ogburn, JD Wendy O. Simenson, CFA
Legacy Giving Company California Pacific Medical Center Vanguard
Foundation
Nancy Baxter , CIMA
Wells Fargo
10:45 Break With Sponsors
11:00– Understanding Charitable Life Social Media and Nonprofits Issues Faced by Fiduciaries of UBTI in Charitable Gift Planning Implementing UPMIFA
12:15 Income Plans Charitable Remainder Trusts One Year Later
Social media offers a unique toolset for This session provides an overview of the
Session An introduction to the dynamics of fundraisers. But in order to be effective, A review of Trustee duties and UBTI rules, specific rules that apply to One year later, this session addresses
2 charitable remainder trusts and gift
annuities and ways you can explain them
nonprofits must think big and look
beyond the short term.
responsibilities. The session will detail
necessary tax reporting, principal versus
CRTs and case studies to illustrate typical
chartable gift planning situations in
challenges charitable organizations
are facing in implementing strategies
to your donors in clear, non-technical income, distributions, and fiduciary which UBTI issues may arise. to adapt to the new law — Investing,
terms. Sean Stannard-Stockton duties. We plan to also address who spending policies and reporting.
Tactical Philanthropy Advisors might best act as Trustee and why. David Wheeler Newman
Philip J. Murphy Mitchell Silberberg & Knupp LLP Brigit Kavanagh, JD
PlannedGivingCoach.com Robert Hobson Adler & Colvin
Michael Hobson
Hobson & Hobson, Attorneys At Law
Northern
California Planned Giving ConferenCe
Presenters and Workshops
12:15 Luncheon Keynote Speaker Geoff Puckett EffectDesign, Inc. Believing Is Seeing — Viewing Life’s Stage From New Perspectives
2:00 Break With Sponsors
TRACKS: FUNDAMENTALS MARKETING ADMINISTRATION TECHNICAL MASTERS
2:15– Managing your Planned Giving Tongue-Tied? Ethics in Planned Giving: The Making the Right Choice LIABILITY: Random Thoughts On
3:30 Program Latest Challenges Between a Gift Annuity and a CRT How To Not Get Burned
For those who get cold feet before
Session Keep your program on track, save time meeting a prospect, learn and practice Recent events, from economic crises to The charitable gift annuity and the Exploring ideas you can use to
3 and budget, and avoid situations ranging
from awkward to disastrous. Topics
proven techniques for making the
connection that makes the difference.
investment scandals, present serious
ethical issues in charitable planning.
charitable remainder trust are the two
most popular life income gifts. How do you
minimize chances of getting “burned”
in a gift acceptance situation by using
include: leadership; administrative This interactive session will provide an choose which one to suggest to a donor intermediary entities, disclaimers,
policies; building a cost-effective Sue Covey, CFRE exploration of best who is interested in receiving income as “charitable puts”, etc.
program; tracking progress; and reporting Mills-Peninsula Hospital Foundation part of a gift arrangement? This session
gifts. Lisa D. Gurwitch will identify criteria that will help you make Erik Dryburgh, JD
Karen Bradley Follette, CFRE Lisa D. Gurwitch Consulting Adler & Colvin
this decision and review common donor
Aviva Shiff Boedecker, JD YMCA of San Francisco
situations where one or the other type of
Aviva Shiff Boedecker Charitable gift best achieves the donor’s goals.
Planning Associates
Alison O’Carroll
PG Calc
3:30 Break With Sponsors
3:45– Putting It All Together Asking with Impact Relationship Building with Recent and Relevant Legal and Charitable Gifts of Real Estate
5:00 Professional Advisors Regulatory Developments
This session will provide guidance in small Good fundraising starts with strategic An overview of administering a successful
Session groups to prepare you to return to your communications. This workshop will The panel will discuss how gift planners An overview of recent legislative and real estate gift program with best
4 office with a planned giving action plan.
Ann Barden
help you make the case for your work,
differentiate yourself from competitors,
can build strong relationships with estate
and financial planning professionals.
regulatory developments that could
affect planned gift fundraising and
practices, requirements, hurdles, success
and current trends
engage donors and seal the deal. management. Discussion includes the
Aviva Shiff Boedecker, JD Lara N. Gilman, JD new estate and gift tax legislation and Mari Ellen Loijens
Joseph Bracco Heath Wickline Farella, Braun + Martel LLP the impact of the new basis laws; also a David Russo
Greg Lassonde, CFRE Alexis Weiss review of significant cases which impact Silicon Valley Community Foundation
Carol Pollock Syida Long
donor’s and trust administration.
Richard Schaper LightBox Collaborative Goldman Sachs /Ayco
Don Gottesman, JD, LLM
Chris Nicholson, JD
Kaspick & Company, LLC
The San Francisco Foundation
5:00 Reception (Door Prize Drawing at 5:30)
2010 Conference Sponsors Register online at
www.NCPGCouncil.org
Early Bird: Register by March 26
Member . . . . . . . . . . . . . . $205
Non-member . . . . . . . . . . $255
Advance: Register March 27 through April 16
Member . . . . . . . . . . . . . . $235
Non-member . . . . . . . . . . $285
Late: Register April 17 through April 30
Member . . . . . . . . . . . . . . $260
Non-member . . . . . . . . . . $310
April 30 is the final day to register online.
After April 30, please plan to pay the Late
Registration fee at the door.
Scholarships
Limited scholarships are available for individuals
who work within organizations based in
underrepresented communities. Applications are
available at www.NCPGCouncil.org. Applications
Northern California Community Foundations
must be received by March 26, 2010.
Details, Details, Details…
• Registration Materials: All materials will be
available at check-in.
• Cancellation Fees:
$30 if written notice received by March 26.
$50 if written notice received by April 16.
No refunds after April 16.
• Continuing Education Credit:
4 hours (Pending Approval) MCLE, CFP, CPE, CFRE
• Transportation: Take BART or MUNI/METRO
to the Montgomery Street Station, take the
Market/New Montgomery exit, turn left at the
top of the escalator.
• Lodging: The Conference does not have a
negotiated hotel rate for this event.
• Parking: There are many parking garages near
the hotel. Here are a few suggestions: Palace
Hotel (limited); Hearst Garage on 3rd between
Market & Mission; Central Parking Systems at
71 Stevenson; California Parking at 525 Market.
Other Conference information
www.NCPGCouncil.org
(415) 738-8438
