Conference on Charitable Giving 2020 Speakers

Cameron Casey Cameron Casey, Partner, Private Client Group, Ropes & Gray LLP
Cameron is a partner in the Private Client Group of Ropes & Gray LLP. She graduated cum laude from Smith College in 1996 and received her law degree, cum laude, from Harvard Law School in 2003. Cameron works with clients to develop and implement gift and estate planning strategies that are both tax-efficient and consistent with clients’ non-tax goals. She specializes in advising high-net-worth individuals, tax-exempt organizations, and corporate fiduciaries on charitable planning matters, including the creation and administration of charitable trusts, private foundations, and donor advised funds. Cameron also serves as a trustee and family advisor for clients, helping them steward family capital, foster intergenerational transitions, and communicate philanthropic values. Cameron serves on the Board of Overseers of the Boston Ballet, the Professional Advisors Committee of The Boston Foundation, and the Steering Committee for the Boston-area philanthropy conference Leading By Example: Best Practices in Charitable Giving.
Michael J. Desmond Michael J. Desmond, Chief Counsel, U.S. Internal Revenue Service; Assistant General Counsel, Department of the Treasury
Michael is the 48th Chief Counsel of the Internal Revenue Service, serving since March 4, 2019, following his confirmation by the U.S. Senate on February 27, 2019. As Chief Counsel, he is also an Assistant General Counsel in the Department of the Treasury. After serving as a law clerk for the Hon. Ronald S.W. Lew in the federal district court in Los Angeles, Michael began his legal career with the Attorney General’s Honors Program at the Tax Division of the U.S. Department of Justice. After serving in the Tax Division, he joined McKee Nelson, LLP, where he was elected partner in 2004. In early 2005, he joined the Office of Tax Policy at the Department of the Treasury, where he served as Tax Legislative Counsel through 2008. Following his tenure at the Treasury Department, he spent several years as a partner at Bingham McCutchen LLP in Washington, D.C. and Los Angeles, California. In January 2012, Michael started his own boutique tax firm in Santa Barbara, California, where he practiced until his nomination as Chief Counsel in 2018. He has held several offices with the Section of Taxation of the American Bar Association and served as a Regent for the American College of Tax Counsel. He also served as an adjunct professor at Georgetown University School of Law.
Justin Ferrell Justin Ferrell, Director of Fellowships, Institute of Design (d.school), Stanford University
An experienced educator and creative leader specializing in organizational culture, Justin joined the d.school in 2012 to launch and direct its fellowship program, an innovation incubator for restless experts who want to transform their domains. He has helped entrepreneurial professionals learn and apply design thinking to organization design, to create and spread behavior-driven systemic change. He also developed and led the d.school’s media experiments project, where one prototype he sponsored and helped build became the nonprofit Amplifier, a design lab that creates art and other media to amplify important social movements. Prior to joining Stanford, Justin was a career journalist; he is the founding director of digital, mobile & new product design at The Washington Post, where he enabled multidisciplinary teams to create groundbreaking work. Also a visual storyteller, Justin designed the investigative series “Angler: The Cheney Vice Presidency,” winner of the 2008 Pulitzer Prize for National Reporting. He is also an advisor to Actual, a venture-backed digital marketplace for sustainable infrastructure investment, and Streetcode Academy, an East Palo Alto-based nonprofit that equips a generation of communities of color to address the diversity deficit in the technology industry.
Jean Gorman M. Jean Gorman, Director of Gift Planning, Lucile Packard Foundation for Children’s Health
Jean is a graduate of the University of Notre Dame Law School and Saint Mary’s College located in South Bend, IN. She has thirty-seven years of development experience in the nonprofit sector with a focus in gift planning. She is the director of gift planning at Lucile Packard Foundation for Children’s Health, having joined the foundation in 2014. Lucile Packard Foundation for Children’s Health is the fundraising entity for the Lucile Packard Children’s Hospital Stanford and the pediatric programs at Stanford University School of Medicine. Jean returned to California in 2014 from the University of Notre Dame where she served as a senior leader for the first campaign by a research university without a medical school to exceed $2B in seven years. Planned gifts represented twenty-five percent of the campaign total. She was a co-founder and served as president of the Portland Planned Giving Council and later served as president of the San Diego Planned Giving Council and the San Diego Estate Planning Council. She is member of the Michigan Bar Association.
Martin Hall Martin Hall, Partner & Private Client Group Chair, Ropes & Gray LLP
Martin has been the Chair of the Ropes & Gray LLP Private Client Group since 2006. He holds law degrees from Cambridge University in England and Boston University School of Law. His practice is concentrated in the areas of wealth management, estate planning, trust and estate administration, and charitable giving. He is a member of the American Bar Association and was Chair of the Tax Section’s Estate and Gift Taxes Committee from 2008 until 2010. He is also a fellow of the American College of Trust and Estate Counsel (ACTEC) and was the Chair of ACTEC’s Charitable Planning and Exempt Organizations Committee from 2010 to 2013, and the President of the ACTEC Foundation from 2014 to 2017. Martin was a founding member of the Professional Advisors Committee to The Boston Foundation and served as the Committee’s initial Chair from 2000 to 2008. Martin was also the Chair of the New England Estate Planning Conference from 2007 to 2012. Martin is a co-author of The Harvard Manual on the Tax Aspects of Charitable Giving (9th ed. 2011) and of Practical Guide to EstatePlanning (CCH 2020). He is a frequent speaker at national and local charitable giving and estate planning programs and has been quoted on various charitable tax matters in The Wall Street Journal.
Brigit Kavanagh Brigit Kavanagh, Esq.
Brigit is a founding partner of Kavanagh Rhomberg LLP. Brigit’s practice focuses on the laws of nonprofit organizations and charitable gift planning, advising charities, foundations, and their donors on nonprofit tax, trust, and corporate law. Prior to launching Kavanagh Rhomberg in 2016, Brigit practiced with the San Francisco law firm Adler & Colvin since 2006. She has expertise in complex private foundation matters, such as set asides, out of corpus distributions, program related investments, and international grant-making, as well as public charities and charitable gift planning matters, such as endowments, charitable remainder trusts, charitable gift annuities, donor advised funds, and supporting organizations. Brigit is an adjunct professor at Golden Gate University, where she co-teaches Tax Aspects of Charitable Giving in the LLM in Taxation program. She is also a contributing and update author for several Continuing Education of the Bar’s (CEB) treatises. Brigit is on the Board of Directors of the Northern California Planned Giving Council and previously served on the Board of Directors of the National Association of Charitable Gift Planners.
David Kelley David Kelley, Founder, IDEO; Founder, Hasso Plattner Institute of Design, Stanford University
As Stanford’s Donald W. Whittier Professor in Mechanical Engineering, David is the Academic Director in Design within the School of Engineering, and has taught classes in the program for over years. He is also the founder of the global design and innovation company IDEO. His most enduring contributions are in human-centered design methodology and design thinking. He is most passionate about using design to help unlock creative confidence in everyone from students to business executives. A frequent speaker on these topics, Kelley and his brother co-authored the New York Times best-selling book Creative Confidence: Unleashing the Creative Potential Within Us All. Kelley was inducted into the National Academy of Engineering in 2000. He holds honorary PhD's from both the Thayer School of Engineering at Dartmouth and Art Center College in Pasadena. He has been recognized with numerous honors, including the Chrysler Design Award and the National Design Award in Product Design from the Smithsonian’s Cooper-Hewitt National Design Museum, the Robert Fletcher Award from Dartmouth, and the Edison Achievement Award for Innovation. Preparing the design thinkers of tomorrow earned him the Sir Misha Black Medal for his “distinguished contribution to design education.”
Jean Gorman Jean Y. Kim-Wall, Managing Director & Wealth Strategist, Strategic Wealth Advisory Group
Jean has advised ultra-high net worth individuals and families on wealth structuring, legacy planning, and philanthropic strategies for over twenty years. She also helps families define the purpose of their wealth and integrate strategies that help them to pursue their goals in a tax-efficient manner. Jean joined Merrill in 2010 and is a Managing Director & Wealth Strategist in the Century City and Newport Beach offices of Merrill’s Strategic Wealth Advisory Group. Jean’s experience includes, in conjunction with tax and legal professionals, helping clients plan for estate and gift taxes, wealth preservation, philanthropy, retirement, concentrated stock diversification, stock options, and other tax minimization strategies. Jean first joined Bank of America through Bank of America Private Bank (formerly U.S. Trust) in 2005, where she was a Senior Vice President of Wealth Planning Solutions in Newport Beach. Prior to 2005, Jean was a founding member of the San Francisco site of the Wealth Planning Center of Wells Fargo Private Client Services and practiced law with a focus on estate planning and is a frequent speaker on topics relating to legacy planning and philanthropy.
Kim Meredith Kim Meredith, Executive Director, Stanford Center on Philanthropy and Civil Society (PACS)
As the inaugural Executive Director of the Stanford PACS, Kim has been responsible for strategic leadership, strong financial performance and consistent organizational growth, including scaling Stanford PACS through the expansion of research and programmatic initiatives. Kim joined in July 2009, then one year later led the team to acquire the Stanford Social Innovation Review (SSIR), and in 2012 launched Stanford PACS programs at the Stanford Center at Peking University. Prior to Stanford PACS, Kim served as the Chief Development Officer for Planned Parenthood Federation of America in New York City. Before joining PPFA, she served as the Chief Operating Officer at Planned Parenthood Golden Gate in San Francisco. Kim serves on the Board of Directors of the George Lucas Education Foundation, Essential Access Health, YPO Pacific U.S. Gold Regional Board, and held a recent six-year board term on Silicon Valley Social Venture Fund (SV2). She graduated from Stanford University with a B.A. in Economics. In 2005, she received a fellowship to the Stanford Graduate School of Business Executive Program for Nonprofit Leaders.
Justin T. Miller Justin T. Miller, J.D., LL.M., TEP, AEP®, CFP®; National Wealth Strategist, BNY Mellon
Justin works collaboratively with other advisors to provide comprehensive wealth planning advice to clients and their families. He also is an adjunct professor at Golden Gate University School of Law, a Fellow of The American College of Trust and Estate Counsel (ACTEC), and a sought-after speaker on tax, estate planning and family governance topics for leading conferences throughout the country. Justin has published numerous articles, and he is frequently quoted as an industry expert in the media. He has served as an executive committee member of the State Bar of California Taxation Section, an executive committee member of the Los Angeles County Bar Association Taxation Section, the chair of the Century City Bar Association Taxation Section, various leadership positions with the American Bar Association Section of Real Property, Trust and Estate Law, and the editor-in-chief of the California Tax Lawyer. Prior to joining BNY Mellon, he was an attorney at a major law firm, where he advised wealthy families, senior corporate executives and closely held business owners regarding tax-efficient estate and business succession planning, trust law and management, and asset preservation.
Shadie Parivar Shadie Parivar, Associate Director of Gift Planning, Lucile Packard Foundation for Children's Health
Shadie is the Associate Director of Gift Planning at the Lucile Packard Foundation for Children's Health. Prior to joining the Foundation, she was a Strategic Advisor at Brown Advisory, an investment firm in Washington, D.C., where she advised high net worth individuals with respect to tax, estate, and business matters, as well as philanthropy and impact investing. She also spearheaded the office's women's initiative and the firm-wide diversity and inclusion efforts. Prior to Brown Advisory, Shadie practiced as an estate planning attorney at the Holman Kaye Law Group in Los Altos, CA. As a Bay Area native, she is thrilled to have returned to the area and to be focusing her career entirely on driving philanthropy forward in a way that is strategic and meaningful to the donor and impactful to the causes they support. Shadie graduated from the University of Southern California with a BS in Business Administration and received her law degree from the Santa Clara University School of Law.
Howard Pearson B. Howard Pearson, Senior Philanthropic Advisor and Development Legal Counsel, Stanford University
Howard received his bachelor’s degree from Stanford University in 1976 and his law degree from the University of Utah College ofLaw in 1979. He clerked for a federal district court judge for a year and then practiced at Brobeck, Phleger & Harrison from 1980 to 1995, focusing on all aspects of estate and charitable planning, trust, will, probate and gift matters. In 1995, Howard joined the legal staff of Stanford University and is currently the Senior Philanthropic Advisor and Development Legal Counsel at Stanford. He also teaches estate planning as well as trusts and estates in the Stanford Law School. Howard is a memberof the American Bar Association, Section of Real Property, Probate and Trust and, among other law related activities, was an editor of Matthew Bender’s California Probate Practice and on the Practicing Law Institute faculty for many years.
Nicole Taylor Nicole Taylor, President & Chief Executive Officer, Silicon Valley Community Foundation
Nicole Taylor is president and CEO of Silicon Valley Community Foundation. She brings together a rich background in Bay Area philanthropy, nonprofit administration and fundraising with extensive experience in both the private and public sectors. In joining SVCF in December 2018, Nicole returns to the Bay Area from Arizona, where she served as vice president of the ASU Foundation. She also previously served as deputy vice president and dean of students at Arizona State University. Prior to her time at ASU, Nicole was the associate vice provost of student affairs and dean of community engagement and diversity at Stanford University, after serving as president and CEO of Thrive Foundation for Youth in Silicon Valley. Nicole also spent more than 15 years with the East Bay Community Foundation, eventually serving as its president and CEO for six years. Nicole received both her M.A. in Education and A.B. in Human Biology from Stanford University, and she began her career as an educator in Oakland public schools. She served on the board of the Federal Reserve of San Francisco for six years and is currently a board member for Common Sense Media.
Jessica Weare Jessica Weare, Vice President, Corporate Responsibility, Silicon Valley Community Foundation
Jessica brings a wealth of experience to her role at the foundation. Prior to joining SVCF, she spent seven years directing Microsoft’s philanthropic work in Silicon Valley, supporting nonprofits working in education, workforce development and civic technology. She managed Microsoft’s local employee engagement program at an 87% participation rate. Presently, Jessica serves on the board of directors of Silicon Valley Council of Nonprofits as well as the board of California Humanities, the state affiliate of the National Endowment for the Humanities. She is also a senior fellow of American Leadership Forum. In her role on United Way Bay Area’s public policy committee, Jessica has successfully advocated in Sacramento and Washington D.C. for legislation strengthening public education, healthcare, economic mobility and charitable giving. Jessica received a bachelor’s degree from Yale University and she holds a doctorate from Stanford University. She has completed additional training in cross-sector collaboration at Harvard Business School, corporate social responsibility at Boston College Center for Corporate Citizenship and design thinking at Stanford.