PIP & Luncheon - September 20, 2018

PLANNING IN PRACTICE (PIP) 

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

Responding to Evolving Donor Needs:  Assuming the Trusteeship of an Outside Trust

Program Description:
Three experienced planned giving professionals will discuss the duties, responsibilities, and best practices for a charity that is considering assuming the role of trusteeship for an outside planned gift.  The first portion will cover whether it would be appropriate for a planned giving office to take on this role and if so, what are the fiduciary duties of the planned giving office. The second portion will cover the process and practicalities that apply to taking on these responsibilities.   

Moderator:

 

 

 

 

Blake Grossman, JD, LLM
Associate Director of Planned Giving at Stanford University
 
Panel:

 

 

 

 

 

Jeffrey Underwood
Senior Relationship Manager at TIAA Kaspick

 

 

 

 

Liz Gallegos Glynn, CFRE
Gift Planning Executive Director at Santa Clara University 

 

 

 

 

Kevin T. Crilly, JD
Executive Director, Gift Planning, University of California, Berkeley

Continuing Education Credit:

MCLE, CFP, CFRE, CPE
*Pending approval

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

Advancing Your Charitable Gift Annuity Program:  Balancing Opportunity and Risk Through Sound Program Management

Program Description: 
Charitable gift annuities continue to be a popular life income option for donors. With the recent increase in ACGA suggested payment rates, many charities see opportunities in marketing and expanding their CGA programs. Balancing these opportunities with the associated risks unique to CGAs requires sound program management. This session will explore both the current opportunities as well as strategies for managing the risks inherent in gift annuity pools.

Speaker:
 

 

 

 

 

Jeffrey Underwood
Senior Relationship Manager at TIAA Kaspick

Continuing Education Credit: CFRE, CPE, CFP
*Pending approval 

Program Fees
PIP - Members - $35; Non-members - $50
Luncheon - Members - $70; Non-members - $85
Registration deadline is September 18, 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.

Message from the President:  Because of rising venue and labor costs, regrettably, the Board has voted to raise the luncheon prices as reflected for our September meeting. Please understand that this was a difficult decision and we appreciate your continued support. If you have any concerns, please feel free to contact me directly. Thank you.