Thursday, October 22, 2020 from 12:00 PM to 1:30 PM PDT
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Planned Giving Forum of Greater Sacramento
Raquel Altavilla

Planned Giving When That’s Not All You Do


This session will help people with multiple responsibilities structure their planned giving programs, use their time wisely, and make more informed decisions about allocating scarce resources.

Topics include: determining if a planned giving program is right for your organization; an overview of the planned giving toolbox; strategies for reducing marketing costs and increase effectiveness; how to increase the likelihood that bequest expectancies and deferred gifts will be realized; and what to do when planned gifts mature.


Aviva Shiff Boedecker, J.D.  

Aviva Shiff Boedecker is an attorney and a nationally recognized gift
planner with over 35 years of experience as a director of planned giving
and as a resource on philanthropy for professional advisors and individual donors.

Her experience includes serving as Director of Planned Giving at the University of California, Berkeley and as Director of Gift Planning for the
Marin Community Foundation. She started San Francisco Ballet’s planned giving program, and before that was in the private practice of law.
Since 2009 Aviva has provided planned giving consulting services and training both independently and as a senior consultant for Sharpe Group.

Aviva has served on the board of the National Association of Charitable Gift Planners and is a past President of the Northern California Planned Giving Council and of the Marin County Estate Planning Council. She has been recognized for her professional accomplishments and contributions to the planned giving community with the Northern California Planned Giving Council’s Phil Hoffmire Service Award. Aviva has been a member of Planned Giving Today’s Editorial Advisory Board, writes for many planned giving publications, and is a frequent lecturer on planned giving.

Aviva is a Big Sister with Big Brothers Big Sisters, a member of the Belvedere-Tiburon Library Foundation’s Board of Directors and has been involved with many other non-profit and community organizations. She is an alumna of the University of California, Berkeley and the University of California, Hastings College of Law, and a member of the California Bar.

Contact Information

Aviva Shiff Boedecker, J.D.
Planned Giving Consulting, Advising and Training
(415) 497-3303

Thanks to the generous support of our sponsors, this program is FREE to attend.