![](/wp-content/uploads/2024/04/Program-header.jpg)
Program
// 2024
Conference Program
Time
Sessions & Speakers
track
8:30 AM – 9:30 AM
Recent Developments in Charitable Gift Planning Martin Hall, Esq., Founding Attorney, Hall & Diana LLC
Breakfast Plenary
9:45 AM – 10:45 AM
Charitable Planning Alphabet Soup: An Overview of CRTs, CLTs, DAFs, and PFFs Phoebe Stone, Manager of Trusts & Estates Education and Senior T&E Faculty, WealthCounsel
Breakout | Fundamentals
9:45 AM – 10:45 AM
Where Purpose Meets Planning: New Tools for a Blended Marketplace David York, Managing Partner, York Howell Attorney at Law
Breakout | Technical; Philanthropic Trends and Strategies
9:45 AM – 10:45 AM
Key Appraisal Issues With Charitable Donations Sid Luckenbach, Managing Director, Andersen Tax
Kelly Crug, Managing Director, Valuation Services, Andersen Tax
Breakout | Technical
11:00 AM – 12:00 PM
Thriving in the Crucible: Advising the Philanthropic Family Matthew Wesley, Principal, The Lovins Group
Breakout | Philanthropic Trends and Strategies
11:00 AM – 12:00 PM
Helping Clients Select a Philanthropic Vehicle: A Story Told in Several Charts Karl Mill, Founder & Attorney, Mill Law Center
Breakout | Fundamentals
11:00 AM – 12:00 PM
Facilitating Complex Gifts: Key Considerations for Professional Advisors Liza Hanks, Director Gift Planning, Silicon Valley Community Foundation
Wendy Chou, Director of Gift Planning, Medical Center Development and Deputy Director of Planned Giving, Stanford University
Tim Watson, Partner, Watson & Machado LLP
Breakout | Fundamentals
12:45 PM – 1:45 PM
Think Faster, Talk Smarter: How to communicate clearly when put on the spot Matt Abrahams, Lecturer, Stanford University Graduate School of Business
Jonrie Dávila (Moderator) Senior Associate Director of Planned Giving, Stanford University
Lunch Plenary
2:00 PM – 3:00 PM
Diving Into a Donor’s Perspective: Advice for Advisors Vera Michalchik, Senior Associate Director for Learning Sciences at Technology, Stanford University’s Center for Teaching and Learning
Kathy Kwan, Philanthropist, Eustace-Kwan Family Foundation
Breakout | Philanthropic Trends and Strategies
2:00 PM – 3:00 PM
Donations of Private Equity and Venture Capital Howie Pearson, Sr. Philanthropy Advisor and Development Legal Counsel, Stanford University
Kendra Onishi, Vice President of Development, Silicon Valley Community Foundation
Kelli Cullinane, Managing Partner, CFO, COO, Next Legacy
Breakout | Technical
2:00 PM – 3:00 PM
Formulating a Frustration Free Testamentary Charitable Plan Ryan Szczepanik, Senior Wealth Strategist, BNY Mellon Wealth Management
Breakout | Technical
3:15 PM – 4:15 PM
Attorney General’s Oversight of Charities and Charitable Trusts: Updates and Developments Elizabeth Kim, Supervising Deputy Attorney General, CA Department of Justice, Office of the Attorney General
Laurelle Gutierrez, Partner, McDermott, Will & Emery
Afternoon Plenary
// 2024
Conference Speakers
-
Martin Hall
Attorney, Founding Partner, Managing Director
Hall & Diana LLC
-
Phoebe Stone
JD and Manager
WealthCounsel LLC
-
David York
Attorney, CPA, and Managing Partner
York Howell Attorneys at Law
-
Sid Luckenbach
Managing Director
Andersen Tax
-
Kelly Crug
Managing Director, Valuation Services
Andersen Tax
-
Matthew Wesley
Principal
The Lovins Group
-
Karl Mill
Attorney and Founder
Mill Law Center
-
Liza Hanks
Director of Gift Planning
Silicon Valley Community Foundation
-
Wendy Chou
Director of Planned Giving, Medical Center Development and Deputy Director of Planned Giving
Stanford University
-
Tim Watson
Partner
Watson & Machado LLP
-
Matt Abrahams
Professor, Podcast Host, Author, Speaker, and Martial Artist
Stanford University Graduate School of Business
-
Vera Michalchik
Senior Associate Director for Learning Sciences at Technology
Stanford University’s Center for Teaching and Learning
-
Kathy Kwan
Philanthropist
Eustace-Kwan Family Foundation
-
Howie Pearson
Sr. Philanthropy Advisor and Development Legal Counsel
Stanford University
-
Kendra Onishi
Vice President of Development
Silicon Valley Community Foundation
-
Kelli Cullinane
Managing Partner, CFO, COO
-
Ryan Szczepanik
Senior Wealth Strategist
BNY Mellon Wealth Management
-
Elizabeth Kim
Supervising Deputy Attorney General, CA Department of Justice
Office of the Attorney General
-
Laurelle Gutierrez
Partner
McDermott, Will & Emery
Sign Up for Conference Updates
Be the first to know about speaker announcements, registration opening, and more!