Highlights from the Conference on Charitable Giving 2009
Last week Silicon Valley Community Foundation and Stanford University’s Office of
Planned Giving hosted the Conference on Charitable Giving 2009 featuring renowned presenters and a variety
of significant topics in the gift and estate planning field.
Attendees included nearly 230 attorneys, financial planners, accountants, and other estate planning
professionals. The 14 sessions provided networking and learning opportunities for everyone.
This year the program offered additional sessions reflecting the increased professional
diversity among attendees.
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Professional advisors who attended the conference are invited to join
the Valley Council Advisors,
the community foundation’s professional advisor networking and
recognition group. To learn more about the Valley Council Advisors, or if you would like to be
added to our invitation list for next year’s conference please contact Karyn Cilker, professional
advisor relations officer, at kjcilker@siliconvalleycf.org or 650.450.5517.
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More than half of the participants attended the basic planned giving sessions, evidence of the influx of
professionals new to charitable gift planning. Exactly half of all guests attended a session on speaking
with donors, clients and their families about wealth transfer and philanthropy; speakers for this program
were John Hopkins of Hopkins & Carley, Judy Barber of Family Money Consultants and David Hettig of Lakin Spears.
Other sessions included Investment Volatility and Asset Allocation by Paul Lee of Bernstein Global Wealth
Management and Julie Kwon of Stanford University, and "When Giving Gets Adversarial: Enforcing Pledges;
and Planning for the Disgruntled Heir – How to Avoid Litigation," with David Mitchell of Hoge, Fenton,
Jones & Appel and Jim Quillinan of Hopkins & Carley.
This was the tenth annual conference and the third consecutive year that the
community foundation partnered with Stanford University’s Office of Planned Giving on the event.
BNY Mellon continued its generous annual sponsorship of the Conference on Charitable Giving and hosted
a lovely cocktail reception immediately after the educational sessions, making once again for a lovely
and popular networking function.
This year, Silicon Valley/San José Business Journal joined as the Conference’s media sponsor, graciously
providing each attendee with a copy of the current weekly edition. To subscribe to Silicon Valley/San
José Business Journal, please visit its website
or call 1.800.486.3289.
We hope you will join us at the Conference on Charitable Giving next year in 2010!
