Recent Developments in Charitable Gift Planning
Martin Hall, Founding Attorney, Hall & Diana LLC

Baby Boomers and Planned Giving
Russell James, Charitable Giving Program Director, Texas Tech University

The New Normal for Charitable Tax Planning
Justin Miller, Partner and National Director of Wealth Planning, Evercore Wealth Management, LLC

Financial Planning in the Age of Donor Advised Funds
Erinn Andrews, Founder & CEO, GiveTeam
Christine Lim-Beasley, VP, Charitable Planning Consultant, Fidelity Charitable
Marie D’Costa, Executive VP of Philanthropic Partnerships, Silicon Valley Community Foundation

Distinct Roles, Shared Goals: Financial Advisor and Planned Giving Officer Perspectives on Charitable Vehicles
Kaitlyn Gardner, Vice President and Director of the Institute for Trust and Estate Planning, Bernstein Private Wealth
Abigail Orozco, Associate Director of Planned Giving, MCD, Stanford University

A Framework for Bitcoin-Based Philanthropy
Matt McClintock, Co-Founder, Bespoke Group
Andrew Grumet, Partner, Holland & Knight; Interim General Counsel, SVCF

Advanced Charitable Planning
Bryan Kirk, Development Legal Counsel & Sr. Philanthropic Advisor, Stanford University
Julie Kwon, Partner, McDermott Will & Schulte
Martin Hall, Founding Attorney, Hall & Diana LLC

Delivering the Results that Matter
Nita Singh Kaushal, Business and Technology Curriculum Director, Stanford University

Politically Engaged Philanthropy — How Philanthropists Who Want to Get Involved Can Use Private Foundations, Public Charities, and 501(c)(4)’s to Do More
Cate Chang, Senior Attorney, Mill Law Center, Inc.

IRS Insights: Interview with an Insider
Julie Kwon, Partner, McDermott Will & Schulte
Dan Gespass, Managing Director, Andersen Tax

Community Foundations: Your Philanthropic Superpower
Liza Hanks, Director, Gift Planning, Silicon Valley Community Foundation
Stephanie Dustman, Senior Officer, Planned Giving, San Francisco Foundation
Emma Welch, Senior Planned Giving Specialist, California Community Foundation

The Hidden Code of End-of-life Decisions
Russell James, Charitable Giving Program Director, Texas Tech University