PIP & Luncheon - November 2, 2017

 
PLANNING IN PRACTICE (PIP)
9:30 am - 11:30 am (9:00 am Check In)

The Who, What, When, Where and Why of Life Income Gifts
Program Description:
What are the issues that the donors’ lawyers and other advisors might raise when they talk to their clients, your donors, about charitable remainder unitrusts and charitable gift annuities?  What are the characteristics of donors who might benefit such a gift?  What special issues can arise when you start discussing the details?  What type of assets are more appropriate for each gift?  What might Mozart have said about all of this?

Speaker's Bio:
Fred Hartwick, JD, Philanthropic Advisor
Stanford University

Fred Hartwick, earned his JD from Hastings College of the Law in 1981. After  practicing estate and tax planning at Wilson, Sonsini, Goodrich & Rosati in Palo Alto and Bronson, Bronson & McKinnon in San Francisco, he joined the Stanford Planned Giving Office in 1986. From 2001 to 2011, he managed the planned giving offices at the University of California, Berkeley and Columbia University. He returned to Stanford  in 2011.

Continuing Education Credit:
MCLE
*Pending approval

LUNCHEON PROGRAM
12:00 pm - 1:30 pm (11:30 am Check In)

Intentional Integration: Bringing Together Development, Donor Services, Finance, Program, and Marketing Departments to Engage Donors and Fulfill Charitable Goals
Program Description:
The San Francisco Foundation recently launched its Equity Agenda focused on achieving greater racial and economic equity.  In doing so it went through a significant reorganization that depends greatly on collaboration between departments to achieve the desired level of results.  For its Development and Donor Services work, it has meant working much more collaboratively with Finance, Program and Marketing departments to meet donors where they are on their philanthropic journey, and to inspire and engage donors to achieve greater alignment with the Foundation’s overall work.

Speaker's Bio:
Ruben D. Orduña, Vice President of Development and Donor Services
The San Francisco Foundation

Ruben D. Orduña oversees business development and donor relations. He works closely with donors and staff to maximize donors’ philanthropic impact. Prior to joining The San Francisco Foundation, Ruben was vice president for development at the Boston Foundation where he managed and directed their new business development efforts, which include professional advisor relations, new donor cultivation, solicitation of outright and planned gifts. 

Ruben was the first executive director of the Crossroads Community Foundation (now known as Foundation for Metrowest, Inc.) a community foundation serving the Metrowest Region of Massachusetts.  Ruben also worked at the Council on Foundations as the director of community foundation services where he managed all services and programs for community foundation members. Ruben is a graduate from Occidental College in Los Angeles and received his Masters in Business Administration from the University of Maryland.

Continuing Education Credit:
CFRE, CPA
*Pending approval

Program Fees
PIP - Members - $35; Non-members - $50
Luncheon - Members - $50; Non-members - $60
Registration deadline is October 31, 2017. There is a $10 price increase for luncheon registrations at the door.