Session 1
9:30 am-10:45 am

Session 2
11:00 am-12:15 pm

Session 3
2:15 pm-3:30 pm

Session 4
3:45 pm-5:00 pm

Marketing Your Legacy Program

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Communications are essential – in-person, electronic, and print – for promoting and securing legacy gifts. Learn and/or improve your approach.

Greg Lassonde, CFRE
Legacy Giving Specialist /
Consultant

Introduction to Life Income Gifts

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A survey of life income gifts and applicable case studies

Estate Planning 101

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How estate planning effects planned giving and why gift planners should know the basics.

Session 1
9:30 am-10:45 am

Session 2
11:00 am-12:15 pm

Session 3
2:15 pm-3:30 pm

Session 4
3:45 pm-5:00 pm

Face It: Technology is Relevant to Planned Giving

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While relationships built on trust are always essential, our panel will reveal how website trends, e-newsletter readership, Facebook, etc. can help you to be even more successful.

Elizabeth Gallegos Glynn, CFRE
Santa Clara University

David Moore
Chapman University

Jeremy Stelter
The Stelter Company

Making the Future Real: Conveying Mission with Your Case Statement

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A brief, well reasoned and emotionally satisfying case statement stands behind every successful newsletter, direct mail, email and website. Donors need to believe in Why, long before they work through How. The speakers will lead you through the development of a case statement and some of its most important uses.

Louise Gregory
Exploratorium

Carol G. Pollock
Planning and Endowment Consulting

Understanding High Net Worth Women Donors

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This session will focus on the Highlights of the Bank of America Merrill Lynch's study of High Net Worth Women's Philanthropy and it's implications to fundraising professionals.

Counting Bequests in a Campaign: Taking the Road Less Traveled

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Hear how Stanford University incorporated bequest intentions as a non-monetary goal in its recently completed comprehensive campaign. Chris and Kara will describe the planning, marketing, and implementation process as well as the challenges and benefits of mounting this type of initiative.

Kara Wertheimer, JD
Stanford

Chris Yates, JD
USC

Session 1
9:30 am-10:45 am

Session 2
11:00 am-12:15 pm

Session 3
2:15 pm-3:30 pm

Session 4
3:45 pm-5:00 pm

Professional Advisor Relations: Fostering Client/Donor Centered Planning and Charitable Giving

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Hear from two professionals who have successfully created seamless charitable/private wealth conversations and meaningful gifts. Can investing time and resources in professional advisor programs produce mutually beneficial returns?

You Need to Know What?!: Planned Giving Development Officers and the Development Database

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How to fully utilize your development database to enhance your planned giving program. Including identifying prospects, targeting mailings, managing professional advisor contacts and more!

Bill Connors, CFRE
Independent Consulting and Training on The Raiser's Edge

William Ruettinger, JD
American Red Cross Bay Area Chapter

Great Expectations: Evaluating Planned Giving Productivity

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How long should it take to realize tangible results from your planned giving program? This session addresses ways to reduce program costs while increasing yield.

Aviva Shiff Boedecker, JD
Robert F. Sharpe, Jr.
The Sharpe Group

Engaging your Board and Volunteers

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An effective professional / volunteer collaboration in development, especially planned giving, can yield great results for any organization. A +20 year veteran will share her insights, experiences and lessons learned.

Lisa Gurwitch, JD
World Learning

Session 1
9:30 am-10:45 am

Session 2
11:00 am-12:15 pm

Session 3
2:15 pm-3:30 pm

Session 4
3:45 pm-5:00 pm

Policies: Gift Acceptance, Endowment and a Little Bit of Everything Else

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Gift acceptance policies –
why you need one and what to address – as well endowment policies and some of the other "good governance" policies.

Erik Dryburgh, JD
Adler & Colvin

Managing Risk in your CGA Program

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Charitable gift annuity (CGA) pools have several risks that differ from other types of planned gifts. This session reviews methods and processes for identifying and managing the risks specific to CGA programs.

Evaluating and Handling Non-Cash Gifts, Plus Trends in the Auction World

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Non-Profits can and should be able to accept, in addition to cash and stock, a wide variety of personal property. Also, what are the ‘hot” categories?

Gifts of Real Estate in a Down Market

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This session will explore how to accomplish charity goals - while protecting its interests - with real estate gifts in a depressed real estate market.

Kevin Crilly
UC Berkeley

Session 1
9:30 am-10:45 am

Session 2
11:00 am-12:15 pm

Session 3
2:15 pm-3:30 pm

Session 4
3:45 pm-5:00 pm

Intergenerational Philanthropy

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We've all heard the adage that giving is receiving. This workshop will discuss why donors should want their future generations to be philanthropic, how to accomplish this goal and the role a public charity can play.

Steve Lesher
Dean & Margaret Lesher Foundation

Julie Lytle Nesbit
Whittier Trust

Election Year Estate Planning

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The workshop provides an academic's practical perspective on election year tax and estate planning, including proposals and bold predictions for 2013 and beyond.

Stephen Schwarz, JD
Hastings College of the Law

Values Based Fundraising and Philanthropy

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Fundraising isn't about money: it is about relationships based on shared values. Savvy organizations know this -- and you will, too, after attending this workshop.

Determining Donor Capacity – A Market-Based Approach

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Learn how to determine a donor's personal “gifting capacity” and how to utilize assets to maximize the effectiveness of philanthropic planning during today's economic environment.

Stacie C. Milam
AllianceBernstein