When

Thursday, March 19, 2020 from 9:30 AM to 1:30 PM PDT
Add to Calendar 

Where

Google Community Space 
188 The Embarcadero
San Francisco, CA 94105
 

 
Driving Directions 

Contact

Holly Wilkerson, Executive Director 
Northern California Planned Giving Council 
415-738-8438 
info@ncpgcouncil.org 
PIP & Luncheon - March 19, 2020

Dear NCPGC Members & Supporters:

To meet the challenges of doing business in San Francisco, NCPGC has partnered with local charities to continue to provide high quality, accessible educational programs. Our first partner this year is Google Community Space, where the March meeting will take place. (Driving directions are on the left side panel.) Our meeting will be held in the Main Event Space which is to your left when you enter the building but first, you will need to sign in at the front desk and obtain a visitor sticker. Please note that for the PIP, we will have the usual coffee and tea available and for the Luncheon, we will serve sandwich boxed lunches from Specialty's.
 
We are excited about this new location opportunity and we are sure that you will enjoy the experience as well.

Thank you for supporting NCPGC!
 
Warmest regards,
 
NCPGC Board of Directors

 

PLANNING IN PRACTICE (PIP) 

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

Planned Gifts and Major Gifts:  Friends or Foes?

Program Description:
Planned Gifts and Major Gifts are both important to an organization’s fundraising goals. Major gifts support important on-going needs, while planned gifts often support the institution’s future. This program will discuss how and when to focus on and/or blend these gifts so that donors can achieve the greatest impact on the charities that they love.

Speaker:
Louise Gregory
Executive Director of Development
UC Berkeley Library


Louise Gregory has over 20 years of experience in leadership roles in science, art and academic institutions include the Oakland Museum of California, the Academy of Sciences, the Exploratorium, the UC Berkeley Art Museum & Pacific Film Archive and presently the UC Berkeley Library.  She has specialized in development of major and planned gifs programs as part of capital and endowment campaigns.  Louise is a current member and has served on the board of the Northern California Planned Giving Council and presently serves on the Board of the Association of Fundraising Professionals Golden Gate Chapter.

Continuing Education Credit:
CFRE
*Pending approval

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


Effectively Managing Donor Expectations with Real Estate Gifts

Program Description: 
Giving real estate has many advantages for donors and can provide valuable gifts for charities.  When funding a life income arrangement, gifts of real estate are often larger on average than gifts of other assets.  However, with these benefits come added complexity, particularly when real estate is used to fund a charitable remainder trust.  Many of these issues can be identified in advance and managed effectively with the donor and their advisors. 

The goal of the session is to enable gift planners to more effectively manage donor expectations regarding their gifts of real estate and reduce the likelihood that a donor may be unpleasantly surprised or disappointed at some point in their gift experience.

Speaker:
Jeffrey Underwood, MBA

Charitable Gift Planner
Stanford University


Jeffrey Underwood joined the Office of Planned Giving at Stanford University in 2019 after working at TIAA Kaspick as a gift planning consultant and Relationship Manager for over 10 years.  Prior to that, Jeff was a charitable gift planner at UC Berkeley from 2006-2008, and Director of Planned Giving at The First Church of Christ Scientist in Boston.  Jeff earned his bachelor's degree at the University of Missouri-Kansas City in 1984 and his MBA from Northeastern University in 1995.  Jeff served on the board of the National Association of Charitable Gift Planners from 2016 to 2018 and was a past President of the Planned Giving Group of New England from 2004-2005.

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 March 17, 2020.
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 Luncheon Sponsor!