Conference Schedule
CONFERENCE ON CHARITABLE GIVING 2008
Presented by Silicon Valley Community Foundation and Stanford University’s Office of Planned Giving
Co-sponsored by BNY Mellon
8:30 a.m.
EARLY REGISTRATION – Arrillaga Alumni Center
Continental breakfast
9:00 - 10:00 a.m.
PLENARY SESSION - McCaw Hall
Creative Charitable Gift Planning
- Erik Dryburgh, Esq., Adler and Colvin, San Francisco, CA
10:15 - 11:45 a.m.
MORNING SESSIONS
Advanced Planning and Drafting: CRTs, CLTs, Donor Advised Funds, Support Organizations, and Other Unique Planning Vehicles
- Martin Hall, Esq., Ropes and Gray, Boston, MA
- B. Howard Pearson, Esq., Development Legal Counsel, Stanford University, Stanford, CA
Basic Planning and Drafting for Charitable Remainder Trusts (CRTs) and Other Life Income Gifts
- Chris Yates, JD, Director, Office of Planned Giving, Stanford University, Stanford, CA
- Carol Kersten, JD, Director of Planned Giving for the Stanford University Medical Center, Stanford, CA
Planned Giving from Square One
- Daniel G. Hoebeke, JD, Director of Planned Giving, Silicon Valley Community Foundation, Mountain View, CA
Conservation Efforts Utilizing Creative Charitable Techniques, including Real Estate
- Audrey Rust, President, Peninsula Open Space Trust, Palo Alto, CA
- Marilyn Montgomery, Director of Philanthropy, The Nature Conservancy, Seattle, WA
- Bob Woods, VP and Chief Development Officer, The Trust for Public Lands, San Francisco, CA
- Buzz Thompson, Jr., Esq., Co-Director, Woods Institute for the Environment, Stanford University, Stanford, CA
12:00 p.m.
LUNCH – McCaw Hall
Keynote Speaker - Making Philanthropy Matter
- Paul Brest, Esq., President, The William and Flora Hewlett Foundation, Menlo Park, CA
1:00 - 2:00 p.m.
PLENARY SESSION – McCaw Hall
Recent Developments in Charitable Taxation and Planning
- Martin Hall, Esq., Ropes and Gray, Boston, MA
2:30 - 3:30 p.m.
BREAKOUT SESSIONS I – Fisher Conference Center
Tax-Wise Funding of Educational Expenses for Children and Grandchildren
- John Suttle, Esq., SuttleLaw, P.C., San Francisco, CA
Ten Most Common Mistakes in Tax Returns when Making Charitable Gifts
- Temo Arjani, CPA, and William Hranchak, CPA, Temo Arjani & Co., LLP, Pasadena, CA
Cats, Dogs, Fiduciaries, and Philanthropy: How to Start the Conversation
- John Hopkins, Esq., Hopkins & Carley, San Jose, CA
- Curt Weil, CFP®, Principal, Lasecke Weil Wealth Advisory Group, Palo Alto, CA
Working with the New UBTI Rules for Charitable Remainder Trusts
- David Wheeler Newman, Esq., Mitchell Silberberg & Knupp LLP, Los Angeles, CA
Oil and Water: Mixing Pledges, Charitable Events, Auctions, and Quid Pro Quo Gifts with Donor Advised Funds and Private Foundations
- Kristine Caratan, CPA, Partner, Moss Adams, LLP, San Francisco, CA
3:45 - 4:45 p.m.
BREAKOUT SESSIONS II – Fisher Conference Center
Uniform Prudent Management of Institutional Funds Act (UPMIFA): Use of Restricted Funds and Donor Intent
- Susan Gary, Esq., Reporter for UPMIFA; Associate Dean for Academic Affairs and Professor, University of Oregon School of Law, Eugene, OR
Working with the New UBTI Rules for Charitable Remainder Trusts
- David Wheeler Newman, Esq., Mitchell Silberberg & Knupp LLP, Los Angeles, CA
The Family Wealth Paradigm
- Tom Rogerson, Managing Director of Family Wealth Services, BNY Mellon Center, Boston, MA
Life and Death Benefits for Charity: Using Life Insurance and Life Settlements to Create Tax Deductible Gifts
- Mike Weinberg, Esq., AEP, The Weinberg Group, Inc., Denver, CO
- B. Howard Pearson, Esq., Development Legal Counsel, Stanford University, Stanford, CA
What Were Those Rules Again? The Types of Charitable Contributions that are Deductible, the Deduction Limitations, and Substantiation Requirements
- John Wunderling, Esq., Ferrari Ottoboni Caputo & Wunderling, San Jose, CA
4:45 p.m.
COCKTAIL RECEPTION – Hosted by BNY MELLON
Register for the Conference on Charitable Giving 2008 |
