PIP & Luncheon - January 18, 2018

PLANNING IN PRACTICE (PIP) 

9:30 am - 11:30 am (9:00 am Check In)

Starting a Planned Giving Program

Program Description:
Part 1: Peter Gielniak will speak about the ups, downs, ins, and outs of launching or re-launching a planned giving program, including what you need, how to talk to your Board, and what to expect.

Part 2: Peter Gielniak will moderate a panel of experts (Aviva Boedecker, Gardner Trimble, and Noelle Jue) to get their perspectives and experiences in starting a planned giving program.

Speaker:
Peter is the President, Mills-Peninsula Hospital Foundation. Prior to becoming president, Peter served as the Executive Director of Gift Planning for Sutter Health for the last 6 ½ years. Before becoming involved in the field of philanthropy, Peter was a private practice litigator, spending the last 5 years of this part of his career at Cooley Godward Kronish. Peter got his BA from UCLA and his JD from Santa Clara School of Law.

Panel:
Aviva Shiff Boedecker, Senior Consultant for the Sharpe Group
Gardner Trimble, Director of Planned Giving for the Trust for Public Land
Noelle Jue, Director of Gift Planning for Marin General Hospital Foundation

Continuing Education Credit:

MCLE
*Pending approval

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

Recent Developments: All The News That's Fit To Print

Program Description:
This session will cover the latest developments in the field of charitable gift planing, including: tax reform (maybe, maybe not); substantiation do's and don'ts; how not to draft a gift restriction; recent IRS rulings on self-dealing and UBI; and more.

Speaker's Bio:
Erik Dryburgh, Principal
Adler & Colvin
Erik Dryburgh is a principal in the law firm of Adler & Colvin, a law firm specializing in representing nonprofit organizations and their donors. He has an undergraduate business degree from the University of Wisconsin at Madison, and earned his J.D. at the University of California at Berkeley, Boalt Hall. Erik’s areas of expertise include charitable gift planning, not-for-profit organizations, donor-advised funds and endowments. Erik is the immediate past Chair of the Charitable Planning and Exempt Organizations Committee of the American College of Trust and Estate Counsel (ACTEC), and a member of the American Bar Association’s Real Property, Trust and Estate Section. He is a past Board member of the Partnership for Philanthropic Planning (formerly NCPG), the San Francisco Estate Planning Council, and the Northern California Planned Giving Council. Erik received the 2005 Phil Hoffmire Service Award from the Northern California Planned Giving Council. 

Continuing Education Credit:
CFRE, CPA
*Pending approval

Program Fees
PIP - Members - $35; Non-members - $50
Luncheon - Members - $50; Non-members - $60
Registration deadline is January 16, 2018. There is a $10 price increase for luncheon registrations at the door.
Cancellation Policy: For a full refund, requests need to be submitted a minimum of 48 hours prior to the event date.

 

This Meeting is Sponsored by: