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The Northern California Planned Giving Council

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The Northern California Planned Giving Council Powered By Docstoc
					                                            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