PIP & Luncheon - January 17, 2019

PLANNING IN PRACTICE (PIP) 

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

Planned Giving’s Greatest Hits – The Most Popular Gift Types and Their Functions

Program Description:
This two part program will include a presentation by Bill Ruettinger on the most common planned giving vehicles requested by donors today. This presentation will be followed by a panel discussion between seasoned planned giving professionals providing actual examples of these planned giving vehicles in action. Come and learn from our experts on how to structure planned gifts to meet donors’ needs while carrying out their charitable intentions.

Speaker:
Bill Ruettinger, Senior Director, Gift Planning & Endowment
KQED

 

 

 

 

Bill is the Senior Director of Gift Planning & Endowment at KQED, the Bay Area’s home of NPR and PBS. Prior to KQED, Bill was the Director of Gift Planning at the American Red Cross Bay Area Chapter, where he was privileged to serve on numerous local, state and national disaster deployments.  He attended Columbia and received his J.D. from Ohio State. He practiced corporate law with Bay Area law firms for eleven years before joining the Red Cross. Bill’s been an NCPGC member for 15 years and served on its Board, where he chaired the Community Relations Committee.

Panel:
Mark Jones, Director, Legacy Giving
Mills College

 

 

After practicing law for 20+ years in the Bay Area, Mark Jones began his career in nonprofit fundraising as San Francisco Opera’s Director of Endowment and Legacy Giving. After five years with the Opera, Mark moved on to become a Director of Gift Planning at UC Davis Health System in Sacramento. Currently, he is Director of Legacy Giving at Mills College in Oakland.

Mark was awarded a J.D. degree from the University of Virginia School of Law, where he was an editor of the Virginia Tax Review.

Audrey Yee, Planned Giving Director
Golden Gate National Parks Conservancy

 

 

 

A fifth generation Californian on both sides of her family, Audrey graduated from U.C. Berkeley and Boston College Law School and practiced estate planning, tax law and charitable gift planning for several years, notably with Lynda Moerschbaecher and Erik Dryburgh. Her clients included not only individuals who wished to make bequest gifts through their estate plans but also nonprofit groups such as universities and museums who needed legal assistance in setting up charitable trust, gift annuity and pooled income fund programs.  She transitioned to the nonprofit side when she joined Sierra Club Legal Defense Fund (now Earthjustice), where she served as Planned Giving Director and Development Counsel for several years.  She was also Major and Planned Gifts Director at Save-the-Redwoods League and is currently in her 15th year as Planned Giving Director at the Golden Gate National Parks Conservancy. Audrey also is a past president of the Northern California Planned Giving Council.

Continuing Education Credit:
MCLE, CFP, CFRE, CPE
*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: updated substantiation regulations; mis-use of Charitable LLCs; using a CRT for someone moving out of state; substantiation mistakes to avoid; and more.

Speaker:
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, CPE, CFP
*Pending approval 

Program Fees
PIP - Members - $35; Non-members - $50
Luncheon - Members - $70; Non-members - $85
Registration deadline is January 15, 2019. 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.

Not yet a member? Click HERE to join!

Thank You to Our Generous Meeting Sponsor: