Past Speakers & Topics

April 21, 2016

ADVANCED CASE STUDY • Presenter: Tim Boone, Vice President, Crescendo Interactive, Inc.
Gifts and Mineral Interests
The growth of oil and gas production creates a major planned gift opportunity for charities nationwide. Individuals and mineral interests may be interested in gifting royalties and life estate arrangements. Furthermore, using a mineral interest to fund a charitable remainder trust can create a wealth of personal and philanthropic benefits for donors and clients. The case study will walk through various gift arrangements and the ins and outs of which gift planners and advisors need to be aware. 

Note: The Advanced Case Study is recommended for those with at least three years of experience in gift planning.

MORNING PRESENTATION • Presenter: Vanessa M. Terzian, Terzian Law Partners, APC
Dynasty Trusts and other Techniques: Incorporating Asset Protection into Estate Planning
Most parents/families are concerned about bloodline protection, but how can we protect their children (and younger beneficiaries) while at the same time give them control over their inheritance? Learn and understand the different levels of asset protection that can be incorporated into every trust-based plan. Learn about your options when identifying who should serve as trustee - and what distribution standard will most-likely meet the family's objective.

AFTERNOON PRESENTATION • Presenters: Vanessa M. Terzian & Edward Terzian, Terzian Law Partners, APC; Mark Russakow, Founding Partner, Russakow & Tan Law
Epidemic in Estate Litigation
It is no secret that the population throughout the U.S. is aging. According to the U.S. Census Bureau, the number of seniors 65 years or older currently exceeds 38.6 million persons. This number is anticipated to swell by over 24 million over the next decade. While the baby boomers continue to age, a myriad of resulting senior issues have arisen including an overall increase in estate litigation. Disputes arising out of the executive of an estate plan, or the management of an existing estate, have increased lockstep with our aging population. Learn how to spot issues for your donors to avoid litigation before it arises!

March 10, 2016

ADVANCED CASE STUDY • Presenter: James (Jim) F. Normandin, Vice President, Legacy Planning, MemorialCare Health System
Accepting Gifts of Real Estate...do you or don't you?
The case study will introduce the many issues related to accepting gifts of real estate for the benefit of a not-for-profit entity be it outright, in trust, or in exchange for a life income vehicle. Owners who have accumulated wealth in low basis real estate are looking for answers and feel that another 1031 exchange is not the answer. Further, the sale of the real estate is subject to significant erosion due to taxation. Discussion will include which charitable planning vehicle may be best suited to accepting real estate including Charitable Remainder Trust, Charitable Gift Annuities, Bargain Sale, Charitable Lead Trust. The income gift and estate tax benefits will be reviewed as it relates to the various vehicles. Furthermore, be introduced to information one needs to obtain in advance of offering suggested solutions. Understand the consequences that may arise in accepting property that may have environmental challenges. How do you determine if they exist? What to do with debt encumbered property and the options that may be available? Who should be the Trustee of the Charitable Remainder Trust funded with real estate? Come and join the conversation. 

Note: The Advanced Case Study is recommended for those with at least three years of experience in gift planning.

MORNING PRESENTATION • Presenter: Xiliary Twil, Founder, Art Asset Management Group, Inc.
Planning and Protecting your Art Legacy
Developing an art collection requires time, energy, resources, and most of all, passion. It is often difficult for collectors and artists to contemplate the significance and worth of their assets during their lifetimes, let alone the impact and consequences of the inevitable disposition of their collections. With advances in technology and communication, the art market has never been more dynamic and accessible. However, the necessity of art legacy planning is more crucial than ever. 

AFTERNOON PRESENTATION • Presenter: Lee Hausner, Ph.D., Senior Vice President, Family Enterprise, First Foundation Inc.
Dealing with Wealthy Families in Gift Planning
The dream of parents is creating a family that will be productive and connected for multi-generations, yet the reality of this goal is very challenging. The role of philanthropy in making the world a better place is well recognized but equally important is the role that it can play in building the internal family structure which can sustain the family well past the lives of the founders.

January 21, 2016

Presenter: (All Sessions) Dr. Frank Minton, Founder, Planned Giving Services

ADVANCED CASE STUDY
Use of a Complex CRT to Finance and Name a New Building
The case study, based on an actual gift, pertains to a contribution of real estate to fund a Flip-CRUT. It involves questions about a pre-arranged sale, change of trusteeship from the donor to charity, historical edifice classification, subsequent gift of a portion of the income interest, vesting a percentage of the remainder interest in the charity but retaining the ability to select beneficiaries of the rest of that interest, and structuring the gift so that it can count towards the requirements for a naming opportunity.

MORNING PRESENTATION
Everybody Knows That, But Did You Know...
Thinking of a well-known commercial, we might say that all gift planners know that a donor can increase cash flow and save taxes with a CGA or CRT. However, they may not have considered some of the innovative ways these instruments can be designed to meet donor objectives and thus be made more appealing. Participants will leave thinking, "I didn't know you could do that with a CGA or CRT."

AFTERNOON PRESENTATION
Adapting to New Realities
There are new realities to which gift planners must adapt. Estate and gift planning is now more about income tax than estate tax. There are many different living arrangements in the United States, and gift plans must be appropriate for all of them and not just for the traditional family. Ever more donors, especially younger entrepreneurs, are interested in the collaboration of non-profit and for-profit institutions to solve problems, and gift planners can help foster this collaboration.

November 18, 2015

ADVANCED CASE STUDY • Presenter: Susan J. Cooley, Partner, Oldman, Cooley, Sallus, Gold, Birnberg & Coleman LLP
Wills, Evidence, & Henry VIII
This session will explore new types of evidence that can be used in the contesting of family wills and how it affects Planned Giving Officers and Attorneys.

MORNING PRESENTATION • Presenter: Nathan Stelter, Vice President, The Stelter Company
The Power of Engagement: Integrating your Donor Communication Strategy
Over the last five years, advances in online and offline communication methods have narrowed the gap between nonprofits and the donors who support them. This increase in exposure and accessibility enables nonprofits to build deeper relationships with existing donors and develop bonds with newer donors at a rapid pace. However, over this same time period, donor expectations regarding communication from the nonprofits they support have changed, forcing many in the planned giving field to pay more attention to their marketing programs and how they engage their constituents. This session aims to demystify current marketing trends and provide actionable next steps for planned giving professionals to better communicate with their donors and prospects.

AFTERNOON PRESENTATION • Presenter: Jeff Gutovich, Managing Director & CEO, Sentry Financial Services Group, Inc. & NEFESH, Inc.
Creating Living Legacies
Preparing Wealth for Children and Children for Wealth

September 10, 2015

ADVANCED CASE STUDY • Presenter: Lani Starkey, Associate Vice President, Principal Gifts and Estate and Gift Planning, University of Hawai’I & Randy Huston, Executive Vice President, Yellowstone Trust Administration, Inc.
The Reinvention and Rebranding of a Classic: Forget Everything You Think You Know About Charitable Lead Trusts
This presentation will probably destroy every myth you have about Charitable Lead Trusts and dramatically change how you view and apply them. In this session, you will learn how to regularly close CLTs, and why CLTs are not just for the top 1% but are actually well-suited for the other 99%. Even though CLTs provide significant tax and financial benefits, offer great flexibility, and can be applied in numerous fact situations, many fundraisers and professionals have little experience executing CLTs. This current state of CLT affairs presents us with the proverbial “opportunity.” The opportunity to better understand CLTs – “who” are good candidates, “what” are the key advantages, “why” donors actually want them, and “when” to suggest their use. Equally important for us to understand is what misperceptions and miscommunications might be causing CLTs to be less implemented in comparison to other more popular planned giving vehicles. And finally, Lani will share his specific methods for successfully marketing CLTs.

MORNING PRESENTATION • Presenter: Claudia Sangster, Director of Family Education and Governance, Wealth Management, Northern Trust
What do the Wealthy Use for their Philanthropy? DAFs, Private Foundations, CLTs and SO’s—When to Use and Why
When it comes to philanthropy planning for wealthy families, the phrase, “One size fits all” is not applicable. Families of wealth may have one thing in common—wealth—but that may be the only commonality because families are comprised of individuals who have differing goals, objectives, personalities, backgrounds, passions and types of assets that comprise the wealth. Planned Giving Officers and client advisors have an array of vehicles to present to such families so which ones should be featured to such donors? This interactive session will look at the most common vehicles found in the philanthropic portfolios of wealthy families and what factors moved these donors/clients to choose the vehicles they selected. A case study will highlight the issues to consider in educating your donors and clients on which vehicle of vehicles to consider.

AFTERNOON PRESENTATION • Presenter: Lani Starkey, Associate Vice President, Principal Gifts and Estate and Gift Planning, University of Hawai’I
The 8 Ways to Ask for Gifts: Expanding the Art and Science of the Solicitation
In order to be a happy, successful fundraiser, hit your required metrics, and produce more results with less resources, many fundraisers could benefit from being more creative and flexible with their ask strategies. With those objectives in mind, Lani has observed and developed eight proven and repeatable ways to ask for gifts. Some of these you may do now but not be aware of it. Others you might never have even considered. These eight ways will give you an arsenal of options to do your job better, faster, and with more measurable results. Accordingly, this presentation will describe the eight ways and numerous real-life case studies that illustrate each method.

April 16, 2015

ADVANCED CASE STUDY • Presenter: Stephanie C. Buckley, Associate Vice Chancellor, Pepperdine University School of Law
Digging Into The Weeds
This session will discuss some of the more complex issues when dealing with a retained life estate and charitable gift annuity combination such as debt encumbered property and maintenance, insurance, and taxes agreement.

MORNING PRESENTATION • Presenter: David Wheeler Newman, Chair, Charitable Sector Practice, Mitchell Silberberg & Knupp, LLP
Effective Gift Acceptance Policies and Procedures
Well-considered gift acceptance policies, and effective procedures to implement those policies, can not only ensure that an organization’s fundraising activities are consistent with the values and objectives of the organization, they can help prevent misunderstandings with donors, negative publicity and even litigation arising from the acceptance of problem gifts. This presentation will consider what things should, and what things should not, be included in a gift acceptance policy, and will suggest a process to develop policies and procedures tailored to a particular organization, its values, objectives, constituencies and circumstances.

AFTERNOON PRESENTATION • Presenter: Stephanie C. Buckley, Associate Vice Chancellor, Pepperdine University School of Law
Staying Out of the Weeds
Matching a simultaneous retained life estate with a charitable gift annuity (life estate plus gift annuity combination) can be a wonderful opportunity for a charitable organization and its donors. This gift combination especially works well in areas where real estate values are above average. There are potential risks for the charitable organization, however, such risks can be mitigated with proper due diligence. A donor who enters into this gift arrangement is likely to have a lot of questions such as what happens if he or she can no longer live in their home. In this session we will dig into some of the more complex issues that can arise with this gift arrangement and address how to mitigate risk for the charity and provide flexibility for the donor.

March 5, 2015

ADVANCED CASE STUDY • Presenter: Arnold Price, President, Price, Raffel & Associates Inc
Funding Irrevocable Life Insurance Trusts with Financed Premium Policies
Arnold has developed a unique way to fund charitable gifts by funding irrevocable life insurance trust with life insurance policies purchased with borrowed funds. This method has a number of benefits to both donor and charity, including substantially lowering the cost to the donor, thus allowing for a larger gift, and unlike a simple bequest, the gift is irrevocable. Arnold will be joined for the presentation by Herb Sturman, an expert in tax law as well.

MORNING PRESENTATION • Presenter: Jessica Dorman-Davis, Esq., Partner, Freeman, Freeman & Smiley, LP
The New Reality: Why Traditional Planning Might Short-Change Your Clients
Too often advisors opt for traditional methods of planning rather than consider the new rules and reality enacted as “The American Taxpayer Relief Act of 2012.” Virtually every traditional plan deserves a thorough review to determine whether it is missing golden opportunities allowable under our current laws. This program analyzes numerous popular planning tools and wealth transfer strategies which may need to be overhauled before plunging a client into a traditional method in light of the new reality. Comparison of the “old” and “new” will illustrate how some of these core planning techniques will often not achieve the desired results in today’s world. By varying these strategies the wealth plan can generally be improved for most clients. Almost every trust and Family Limited Partnership/Limited Liability Company would benefit significantly by at least some modification.

AFTERNOON PRESENTATION • Presenter: Eddie Thompson, Founder & CEO, Thompson & Associates
Integrating Estate Gifts into Planning
This presentation will suggest ways to integrate estate gifts to charity as part of the estate planning process. We will examine current trends in charitable estate planning as well as the types of donors who make these amazing gifts. We will review the three important questions donors ask and answer before they make an estate gift to charity and discover how these questions impact the planning process. A number of estate plans will be reviewed to reveal the results of an integrated planning process.

January 15, 2015

ADVANCED CASE STUDY • Presenter: Carol Bradford, Senior Counsel & Charitable Advisor, California Community Foundation; Presenter: Bill Hranchak, Partner, TemoArjani LLP
Gifts of Privately Held Stock and Business Interests
An advanced case study presentation of planning issues and tips for accepting gifts of closely held stock and other private business interests from your donors and prospective donors.

MORNING PRESENTATION • Presenter: Juan C. Ros, CFP, CSPG, Lead Advisor, Lamia Financial Group, Inc
How to Think Like a Financial Planner
Do you know what’s important to your donors about money? What have been your donor’s best and worst financial moves? When your donors think about money, what needs, fears, or concerns come to mind for them? In this presentation, planner Juan Ros, CFP® will take you on a trip to the “dark side” and provide insights on how you can learn to think like a financial planner – not just to be able to better communicate with a donor’s professional advisors, but also so you can understand and serve your donors in a more holistic manner.

AFTERNOON PRESENTATION • Presenter: Tim Boone, Assistant Vice President, Legal, Crescendo
Blended Gifts—“The Future of Gift Planning”
Blended gifts combine current and major gifts with planned gifts. Why might a donor be interested in a blended gift? Many donors are able to maximize their giving with a combination major and planned gift. The “double ask” is now common in most capital campaigns. When individuals decide to create an endowment with a major gift, they often want to ensure that their gift continues into the future. This presentation will contain specific examples of blended gifts from trustees, business owners and investors. Blended gifts are the future of planned giving!

November 13, 2014

ADVANCED CASE STUDY • Presenter: Karen Cornwell Manager, Planned Gift Administration, UCLA
Real Estate Gifts involving Life Estates and Gift Annuities
This session will focus on what works and doesn’t work in gifts of real estate involving life estates and/or gift annuities. Over the last thirty years, The UCLA Foundation has accepted 46 gifts creating Life Estate/Gift Annuities, and 15 involving Gift Annuities alone. We’ll share how we establish these gifts, and how we handle financial, due diligence, and donor relations concerns.

MORNING PRESENTATION • Presenter: Lynn Dunphy, Senior Donor Relations Officer, First Church of Christ Scientist
Stewardship - Does it Really Work?
We know that stewardship is an important part of the donor giving life-cycle: identification, cultivation, solicitation, stewardship. Effective stewardship helps donors feel good by conveying the organization’s gratitude . . . but how powerful is gratitude? Is it actually effective when it comes to improving your organization's bottom line? Taking a fresh look at how we say "thank you," learning how to speak the donor's language, planning a strategy of how and when to say "thank you" . . . these can all be powerful tools in developing new gifts. Together we will consider examples where sincerely and systematically wielding the power of gratitude can lead to increased giving. 

AFTERNOON PRESENTATION • Presenters: Amy Goldman, Vice President, Gift Planning, City of Hope and Phyllis Freedman, President, SmartGiving
Going Digital: Achieving Planned Giving Success Online
The myth that our planned giving audience is not online is just that—a myth! And the low cost of digital communication makes it an important avenue for reaching a broad audience cost-effectively. How can we optimize this channel? Using case studies, this session will describe the essential steps for online planned giving success. Attendees will leave the session ready to implement an online communication strategy after learning: Why it’s so important to go multi-channel

  • What are the pillars of an online communication plan
  • How to integrate online and offline communication
  • What design and creative elements are considered best practices
  • How to measure success

September 11, 2014

ADVANCED CASE STUDY • Presenters: Debbie Bills, Jim Ehlers and Allyson Simpson, California Institute of Technology
Blended Gifts: The New Campaign Workhorse?
In a campaign or a year of high fundraising goals, there is always pressure to bring in the "big gifts." Development officers meet with prospects and donors to educate them on "why" their six, seven, eight, or nine figure gift is valuable to the mission and future of their institution. The donor may be interested in a significant gift but feels he or she does not have the resources to complete the gift currently with cash or publicly traded securities or there may be family considerations that could become obstacles. At that point, it becomes the job of the planned giving officer to step in and educate the donors on the assets and gift vehicles available to help them make the gift they really want to make—the blended gift is born! This Advanced Case Study will provide actual donor situations that resulted in larger and more significant commitments than the donors initially thought possible, using combinations of gift vehicles and complex assets. Group participation will be encouraged and required

MORNING PRESENTATION • Presenters: Patience Boudreaux and Ray Watts, University of Redlands
Plannual Giving
Silos no more! The future of planned giving marketing is integration, not separation. The idea behind "Plannual Giving" is a new hybrid marketing mix, with a blending of messages combining both annual support and legacy gifts in the same communication vehicles. As the research continues to demonstrate the benefit of marketing planned giving to the widest possible audience, the "Plannual Giving" model will help development leaders think about their constituents with a wider prism, better reaching the most likely planned giving donor—the loyal annual donor.

AFTERNOON PRESENTATION • Presenter: Joseph Francaviglia, Bonhams
They Can’t Take it with Them, So Why Not Give it to Charity: Personal Property as a Development Tool
The discussion will include defining personal property, current IRS requirements for charitable contributions of personal property, including the "related use" rules and "qualified appraisals." This session will explore two Southern California estates that recently made headlines, which involved the testamentary bequest of personal property to non-profit institutions and ended up in the courtroom. Although things went awry in these two cases, the problems could have easily been avoided. Finally, with proper guidance, testamentary bequests can have significant advantages to the donor and the organization and can further the mission of the non-profit in ways beyond the immediate financial gain.

April 10, 2014

ADVANCED CASE STUDY • Presenter Dr. Stan Stahl, President, Citadel Information Group, Inc.
Financial Implications of Cybercrime: Meeting the Information Security Management Challenge in the Cyber-Age
By telling the stories of cybercrime victims and cyber security champions, Dr. Stahl engages his audience in the reality of cyber crime, arguably the greatest challenge of the Internet age. Dr. Stahl's non-technical, entertaining talk provides real-world guidance for everyone wanting to know what they need to do to meet the challenge of cyber crime. This session will:

  • Explore actual cybercrime case studies like the Target breach and online bank fraud;
  • Describe the financial implications of cybercrime;
  • Demonstrate the limitations of technology in meeting the cybercrime challenge;
  • Illustrate how users are the weak link in cybersecurity; and
  • Provide pragmatic cost-effective solutions every business and non-profit can implement to lower their risk of being a victim.

MORNING PRESENTATION • Presenters: John Lansing, Partner, Taylor, Summers, Rhodes, Rasmussen, Brooke & Torossian, LLP & Linda Torossian, Partner, Taylor, Summers, Rhodes, Rasmussen, Brooke & Torossian, LLP
Undue Influence & Financial Elder Abuse
Examining the challenges of undue influence in cases of financial elder abuse. A typical case involves the new 'girlfriend' half the senior's age or the worker who insinuates himself into the financial affairs of the senior.

AFTERNOON PRESENTATION • Presenter: Reynolds Cafferata, Partner, Rodriguez, Horii, Choi & Cafferata LLP
Avoiding Shirtsleeves to Shirtsleeves: Can you? Should you try?
Few fortunes survive multiple generations, and it is easy to blame bumbling spendthrift heirs. The reality is more complicated. Preserving wealth may be harder than creating wealth. Children in wealthy families face challenges different from the children of middle America. The presenter has worked with a number of wealthy families and built on some investment analysis and studies to develop some interesting findings on these issues. Learn some of the constraints that the wealthy face if they don't plan to subsidize the lives of their heirs and how philanthropy plays a role. 

March 13, 2014

ADVANCED CASE STUDY • Presenters Kimberley Valentine, Executive Director Gift Planning and Principal Gifts, Scripps College; Cris Lutz, Planned Giving Director, Huntington Library, Art Collections and Botanical Gardens; and Elizabeth Bawden, Esq., Partner, McKenna, Long & Aldridge
A Life Estate, Divorce and Chandelier
Focusing on the importance of continuity, relationships and transitions, Kimberley, Cris and Elizabeth will share their experience with a complex gift from start to finish, and the lessons learned in balancing stewardship with due diligence and fiduciary responsibility.

NOTE: The Advanced Case Study is recommended for those with at least three years of experience in gift planning.

MORNING PRESENTATION • Presenter: Alison O’Carroll, Senior Consultant, PG Calc
Gift Annuity or Charitable Remainder Trust: What’s a Gift Planner to Choose?
At first glance, gift annuities and charitable remainder trusts seem to be two interchangeable ways of reaching the same donor objective, with either gift type the donor is able to support a favorite charity (hopefully yours) while securing payments for life. However, while there are some instances in which both a gift annuity and a charitable trust would be appropriate, there are other instances where one gift type is a far better choice, given the donor’s particular situation. Sometimes the guidance given as to gift type rests on subjective knowledge and personal biases and leads to less than optimal outcomes for the donor. However, there are objective considerations on which to base this guidance and which will lead to better results. By examining five different donor situations, this session will help gift planners and professional advisors understand the applicability and uses of each gift type, and equip them to better advise their donors and clients. 

AFTERNOON PRESENTATION • Presenter: Vince Fraumeni, Fundraising Consultant, Fraumeni Consulting 
Multi-Generation Fund Raising: Communicating Across the Generations 
The good news for today is that we are promoting planned gifts to multiple generations. The challenge is how to best communicate with them. Do you know who they are? What are their cultural similarities and differences? Who is your audience? How do you communicate with your donors? This presentation will take a look at characteristic similarities and differences among your donors, considerations for communicating with them and why you should.

January 9, 2014

ADVANCED CASE STUDY • Presenter: Jeri Wilson, Executive Director, Pediatric Cancer Research Foundation
Transformative Career and Transformative Gifts
Working in and for charities, I have been part of raising funds and awareness since the late 1960s starting with pancake breakfasts for the Lions Club in Chicago. After my children were born, I went back to work part time and became a board member of the Komen Foundation. Volunteering was great, but I was really interested in rolling up my sleeves and working. As a single mother, my kids have volunteered alongside me and learned philanthropy the same way I did…osmosis. 

MORNING PRESENTATION • Presenters: Baruch Littman, Vice President, Development, Jewish Community Foundation; Lee Fox, Founder, KooDooZ; David Harvilicz, Founder, When You Wish.
Crowdfunding in the Nonprofit Space
The Panel will share facts and perspectives on how best to utilize this new form of philanthropy, whether you’re a grant maker or grant seeker. Come hear the good, the challenging and the potential for transformation.

AFTERNOON PRESENTATION • Presenter: Colette M. Murray, JD, CFRE, President and CEO, Paschal Murray, Inc.
What Employers Are Looking For In Gift Planning Professionals
The program will address skills and attributes employers are looking for in development professions in general and then will focus in on the specifics of how planned giving professionals can move their careers forward. The session will also focus on how individuals can create their own brand to set themselves apart from others in their organizations and in the current job market and outline a list of items job seekers need in their “career toolbox.”

November 21, 2013

ADVANCED CASE STUDY • Presenter: Frank Minton
Problem Solving with Planned Gifts
The various planned gifts – charitable remainder trusts, gift annuities, charitable lead trusts, donor advised funds, etc. – are commonly presented as a means of making a gift. However, they may have more appeal if they are presented as ways to solve problems. This interactive session will describe several donor situations and then ask participants to propose gift plans that can address the individual’s concerns and objectives. Sometimes the best solution is not a single planned gift but a creative combination of gift plans, or a gift planned linked to a non-charitable instrument. The situations are designed to stimulate creative thinking.


MORNING PRESENTATION • Presenter: Frank Minton
Gifts of Non-Traditional Assets
Planned giving literature typically contains examples of gifts made with cash, publicly-traded securities, and real estate. Although most charitable gifts are made with these assets, there is considerable potential for gifts of non-traditional assets such as collectibles, precious metals, LLC interests, stock in closely-held corporations, copyrights, patents, crops, mineral interests, etc. Unfortunately, gift planners are often not equipped to discuss these assets, and their charities are often unwilling to accept them. This session will provide some basic understanding of the issues concerning certain of these gifts and make a case for gift acceptance policies that expand the range of assets potentially acceptable as gifts.

AFTERNOON PRESENTATION • Presenter: Frank Minton
Reading the Tea Leaves
Tasseography (or tasseomancy) is a fortune-telling method that interprets patterns in tea leaves. In this session we won’t literally look in the tea leaves to discover the future of planned giving, but we will comment on the trends we see how to respond to them. We will begin with a retrospective of how the profession has evolved and then try to anticipate likely changes regarding the role of planned giving professionals, the future skills they will need, the giving instruments that will probably remain and the ones that could diminish, new ways of marketing planned gifts, whether there will be less face-to-face communication with donors, and how PPP might change.

Thursday, September 12, 2013

MORNING PRESENTATION
Presenter: David Moore, Director of Planned Giving, Chapman University
Click by Click: An overview of how southern California nonprofits and allied professionals are engaging their audiences via social media.

With a distinct focus on gift planning, we will examine how a large variety of nonprofit organizations and allied professionals throughout southern California are utilizing social media to engage prospective donors and clients. This interactive program will highlight creative ideas and strategies for engagement that you will want to incorporate into your own social media campaign.
Presentation Handout

ADVANCED CASE STUDY
Presenter: Matthew Rabin, Associate Director of Gift Planning, Cedars-Sinai Medical Center
Alternative Planned Giving Marketing Strategies: How to Significantly Boost Your Response Rate

A detailed discussion of a marketing survey mailed to planned giving suspects that elicited a significantly higher response rate than standard pieces. The survey allowed the Medical Center to deepen biographical data in RE7, as well as identify a substantial number of new bequests. We’ll discuss how the survey was constructed, the internal constituencies involved in the drafting, the follow-up strategies the survey generated, and how the survey can be adapted to attendees’ institutions.
Presentation Handout

AFTERNOON PRESENTATION
Presenter: Joe Lumarda Sr. VP Capital Group (former COO CCF)
In YOU We Trust: When Does One Transition from Fundraiser to Trusted Advisor?

Trust – A word we often use in our business. It is the word used as one of the primary ways we build the sustainability of our organizations future (CRAT, CLAT, etc.). But you need the deeper trust before you garner the monetary trust. Mr. Lumarda will explore this important dynamic of our work. What is it? How do we build trust? How does it come into play in our activities, interactions and life? What is a trusted advisor? Are you a trusted advisor? If you have answers to any of these questions, additional questions or stories along these lines, please bring them to the presentation. Mr. Lumarda would like this to be as interactive as possible.
Presentation Handout

Wednesday, April 18, 2013

ACS
Speaker: Rosemary Ringwald and Jim Rea
Charitable Trusts: More Important Than Ever

Morning Session
Speaker: Lee Hauser
The Legacy Family

Lunch Session
Speaker: Ange-Marie Hancock
Give Black: Black Philanthropic Giving Trends in Los Angeles

Presentation Handout

Wednesday, March 13, 2013

ACS
Speaker: Aaron Levinson
Playing Detective and Protecting a Donor’s Charitable Bequest: A Case Study

Morning Session
Speaker: Don Gottesman
Community Foundations: Who They Are and What They Do

Presentation Handout

Lunch Session
Speaker: Stephanie Buckley
Estate Planning Hollywood Style

Thursday, January 10, 2013

ACS
Speaker: Chris Yates
Top 10 Thoughts on How to Prevent a Good Bequest from Going Bad

Presentation Handout

Morning Session
Speakers: Dien S. Yuen,Buck Gee, Suzy Moser
Asian American Philanthropy: A Conversation on Emerging Trends & the Role of Planned Giving

Presentation Handout

Lunch Session
Speakers: Chris Yates
Best Practices for Administering Your Bequest Program

Presentation Handout

Thursday, November 8, 2012

Advanced Case Study
Speaker: Juan Ros
Working with Financial Advisors: Best Practices from Here to Honduras

Presentation Handout

Morning Session
Speaker: Robert Hobson & Michael Hobson
Pooled Income Funds Revisited

Presentation Handout

Lunch Session
Speaker: Adam Duncan
It started out as a Simple Bargain Sale of Real Estate ... Lessons from a Colorful Gift

Presentation Handout

Thursday, September 13, 2012

Advanced Case Study
Speaker: Don Gottesman
Boosting Your Confidence When Talking About Donor Advised Funds

Presentation Handout

Morning Session
Speaker: Phyllis Freedman
Getting the Most ROI From Your Planned Giving Marketing Investment

Presentation Handout

Lunch Session
Speaker: Richard Morley & Elizabeth Bawden
LGBT Gift Planning: Opportunities and Strategies

Presentation Handout

Thursday, April 11, 2012

Advanced Case Study
Speaker: Jim Normandin
You Can't Take it With You

Morning Session
Speaker: Kevin T. Crilly
Conversations About Money: Exploring Barriers to Raising More for Your Organization's Mission
 
Presentation Handout

Lunch Session
Speaker: Jonathan Fitzgarrald
People Are Watching! How Image Affects Success

Thursday, March 8, 2012

Advanced Case Study
Speaker: Mick Koster
Those Difficult Donors with Those Unusual Circumstances

Presentation Handout

Morning Session
Speaker: Kevin Daehnke
Gift Acceptance of Toxic Assets

Lunch Session
Speaker: Gregory A. Schupra
"They Just Don't Get It . . .":  A Coherent Approach to Building Your Planned Giving Program

Presentation Handout

Thursday, January 20, 2011

Advanced Case Study
Speaker: Jay Link
Turning a Giver into a Philanthropist!

Morning Session
Speaker: Jay Link
Ten Charitable Giving Strategies that You Can Use with Your Donors!

Lunch Session
Speaker: Jay Link
Effectively Serving Donors of Faith: Drawing on Their Deepest Motivation to Give!

Thursday, November 11, 2010

Morning Session & Lunch Session
Speaker: Charles W. Collier
Wealth and the Family: Asking Essential Questions

Thursday, September 16, 2010

Morning Session
Speaker: Jay Steenhuysen
Philanthropy’s Other Motivations: How to End Donor Fatigue

Lunch Session
Speaker: Keith Kegley    
More than just innovation, radical innovation and ruthless compassion.

Thursday, April 8, 2010

Advanced Case Study
Speaker:  Vince J. Fraumeni
Creative Solutions for Facilitating Life Income Gifts with Encumbered Real Estate

Morning Session
Speaker: Dr. Robert Bramucci
Are We Looking the Wrong Way? Lessons from Geese and Genghis Khan

Lunch Session
Speaker: Jim Normandin
Parting with part, That’s smart for 2010: Why Split Interest Transfers and other Charitable Techniques make a winning strategy

Thursday, March 11, 2010

Advanced Case Study
Speaker:  Juan C. Ros
Financial Planning in the Charitable Gift Planning Process

Morning Session
Speaker: Andrea Kushner Ross
Common Estate Planning Blunders (and How to Fix Them)

Lunch Session
Speaker: Cary Tamura  
Planned Giving Transformations

Thursday, January 14, 2010

Advanced Case Study
Speaker:  Stephanie Buckley, J.D., LL.M.

Morning Session
Speaker: John Crowe
Getting Your Board Involved in the Giving Program: Enlisting Agents for Success

Lunch Session
Speaker: Reynolds T. Cafferata
Donor Advised Funds – Effective Strategies for Gift Planners

Thursday, November 12, 2009

Morning Session
Speaker: Juan C. Ros
Where the Rubber Meets the Road: Tips I Learned from Other People for Effective and Successful Donor Visits

Lunch Session
Speaker: Charles B. Gordy
Planned Giving in Today's Economic Environment

Thursday, September 10, 2009

Advanced Case Study
Carol Bradford    

Morning Session
Speaker: Mickie Faris/Amy Gross
Dancing with the Fundraisers: What happens when the Tango is performed by a major gifts and planned giving officer and the CEO sits on the judges’ panel

Lunch Session
Speaker: Douglas J. Corbin, CSPG    
The Keys in Developing a Successful Professional Advisory Council

Thursday, April 23, 2009

Morning Session
Speaker: Matt Brown, JD
The Advisor’s Role in Philanthropy

Lunch Session
Speaker: Amanda J. Ferrari, JD, CFRE
A “Ferrari in a Box” into a CRAT - Transferring Tangible Personal Property into a CRT?  It can work!!!

Thursday, March 12, 2009

Advanced Case Study
Speaker: Johni Hays, JD
Gift Planning with Commercial Annuities

Morning Session
Speaker: David Solie
Unlocking the Communication Code with Senior Clients: Practical Communication Strategies for Planned Giving Professionals

Lunch Session
Speaker: Johni Hays, JD
Ethical Issues in Planned Giving

Thursday, January 15, 2009

Advanced Case Study
Speaker: Chris Yates

Morning Session
Speaker: Vince Fraumeni
How does Planned Giving fit into the current economic climate?

Lunch Session
Speaker: Chris Yates, Director of Planned Giving, Stanford University
Accepting Gifts of Complex Assets