Conference Program


Sessions & Speakers


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

Conference Speakers

  • Martin Hall

    Martin Hall

    Attorney, Founding Partner, Managing Director

  • Phoebe Stone

    Phoebe Stone

    JD and Manager

  • David York

    David York

    Attorney, CPA, and Managing Partner

  • Sid Luckenbach

    Sid Luckenbach

    Managing Director

  • Kelly Crug

    Kelly Crug

    Managing Director, Valuation Services

  • Matthew Wesley

    Matthew Wesley


  • Karl Mill

    Karl Mill

    Attorney and Founder

  • Liza Hanks

    Liza Hanks

    Director of Gift Planning

  • Wendy Chou

    Wendy Chou

    Director of Planned Giving, Medical Center Development and Deputy Director of Planned Giving

  • Tim Watson

    Tim Watson


  • Matt Abrahams

    Matt Abrahams

    Professor, Podcast Host, Author, Speaker, and Martial Artist

  • Vera Michalchik

    Vera Michalchik

    Senior Associate Director for Learning Sciences at Technology

  • Kathy Kwan

    Kathy Kwan


  • Howie Pearson

    Howie Pearson

    Sr. Philanthropy Advisor and Development Legal Counsel

  • Kendra Onishi

    Kendra Onishi

    Vice President of Development

  • Kelli Cullinane

    Kelli Cullinane

    Managing Partner, CFO, COO

  • Ryan Szczepanik

    Ryan Szczepanik

    Senior Wealth Strategist

  • Elizabeth Kim

    Elizabeth Kim

    Supervising Deputy Attorney General, CA Department of Justice

  • Laurelle Gutierrez

    Laurelle Gutierrez


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