When

Thursday, September 19, 2019 from 9:30 AM to 1:30 PM PDT
Add to Calendar 

Where

The City Club 
155 Sansome Street
San Francisco, CA 94104
 

 
Driving Directions 

Contact

Holly Wilkerson, Executive Director 
Northern California Planned Giving Council 
415-738-8438 
info@ncpgcouncil.org 
PIP & Luncheon - September 19, 2019

PLANNING IN PRACTICE (PIP) 

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

Charitable Remainder Trusts -- A Deep Dive  

Program Description:
The presentation will take a deep dive into charitable remainder trusts - starting with the basic requirements for the most common types of charitable remainder trusts and delving into the trickier aspects of setting up a CRT that works for donors and the charities they support.  We will review sample trusts, particular provisions, and planning tips.  We will apply these concepts in case studies of gifts of real property and of closely held business interests, which will highlight possible stumbling blocks in making these gifts and how to avoid them.  We will round out the presentation with a discussion of what happens after a trust terminates.  

Speaker:
Karl Mill, Attorney
Adler & Colvin 

 

Mr. Mill’s practice focuses on the representation of a wide variety of nonprofit and tax-exempt organizations, including both public charities and private foundations, with a particular emphasis on charitable gift planning, federal tax law, and social enterprise. 

Continuing Education Credit:

MCLE, CFP, CFRE, CPE
*Pending approval

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


Family Philanthropy:  Engaging the Next Generation in the Philanthropic Conversation 

Program Description: 
This session will cover how families successfully engage multiple generations in the conversation about charitable giving and how their philanthropic and other professional advisors can develop lasting relationships with their donors and clients and their families through giving.  Learn what families most wish their advisors had provided to them when they started their families philanthropic journey and how these engagements have lasting benefits to families.

Speaker:
Lisa Parker, President and Executive Director
Lawrence Welk Family Foundation

Lisa Parker brings 30 years of experience in philanthropy and nonprofit management to her work with philanthropic families. Since 1997 Lisa has been President and Executive Director of the Lawrence Welk Family Foundation, leading the Foundation’s poverty initiatives, seeding the youth giving movement and creating youth philanthropy programs for the family’s 4th generation.

In 2009 Lisa founded Family Circle Advisors where she and her team help families increase the impact of their giving and navigate the complex family relationships critical to the success of a family foundation or enterprise. Family Circle Advisors also facilitates family retreats and is a leader in providing experiential team building events for family foundations and family businesses.

Lisa is certified by 21/64 (a division of The Andrea & Charles Bronfman Philanthropies) as a multi - generational advisor to families.  In addition, Lisa serves as an advisor and board member to numerous organizations working to build and expand the philanthropic sector, including the USC Center on Philanthropy and Public Policy and the National Center for Family Philanthropy. Lisa speaks nationally on raising charitable children, youth philanthropy, new models of giving and the evolution of family philanthropy “From Lawrence Welk to Lady Gaga.”      

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 17, 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!

 


Charitable Remainder Trusts -- A Deep Dive