8:15 a.m.
Frances C. Arrillaga Alumni Center

REGISTRATION AND CONTINENTAL BREAKFAST

WELCOME AND OPEN PLENARY

What's new in 2016: Developments in charitable taxation and charitable planning
Martin Hall, Esq., Partner, Ropes & Gray LLP

• A leading expert in the area of charitable tax and estate planning will open the conference with an update on the latest developments in this area of the law and any changes we might expect to see in 2016. This annual update will cover pending legislation and cases impacting estate and gift taxes, private foundations, donor advised funds, supporting organizations, retirement plans and other issues of importance to practitioners and advisors to individual donors and foundations.

10 - 10:15 a.m.

BREAK

MORNING BREAKOUT SESSION I

Advanced planning and drafting: What's hot and what's not
Martin Hall, Esq., Partner, Ropes & Gray LLP
B. Howard Pearson, Development Legal Counsel, Stanford University

• Two leading experts in the field of charitable giving will discuss legal developments in the field of charitable gift planning with a focus on complex issues related to CRTs, CLTs, and other sophisticated approaches to charitable giving in the context of a well-designed estate plan.  The speakers will present a few scenarios based on their recent experience and address the implications of recent tax law changes and the strategies they recommend in response to these changes. This session will also include time for attendees to share interesting situations and trends that they are seeing in their practices.  

What to know before accepting a seat on a nonprofit board
Barbara Anne Murphy, Esq., Partner, Farella Braun + Martel, LLP

• Your client has been asked to serve on the board of a nonprofit organization. Should he or she accept? Prospective board members should carefully consider an invitation to join a board. Before accepting such an invitiation, a potential board member should understand the responsibilities and duties of board membership.This session will cover the questions one should ask about the organization’s legal status, governing documents, potential conflicts of interest and how to minimize personal liability while acting in the capacity of a board member.

Amplifying charitable giving with venture capital
Kelli Cullinane, Chief Financial Officer, Legacy Venture
Elizabeth Ronn, Former Vice President of Marketing, Household Care, Procter & Gamble

• Legacy Venture manages a series of fund-of-funds from nearly 500 investors who intend that all returns, both principal and gains, will be used for their individual philanthropic interests. The individual philanthropist investors are joined by a select group of private foundations, community foundations and nonprofits to make up a dynamic and powerful model that facilitates philanthropy globally. The speakers will discuss the Legacy model and the exciting way they are capitalizing to effectuate positive change around the world. Kelli will provide details on the structure of the funds and Elizabeth will provide her insight as a member. The goal of the session will be to highlight the unique ways that investments can drive impact and enhance philanthropy.

BREAK

MORNING BREAKOUT SESSION II

Charitable remainder trusts and charitable gift annuities: Having your cake and eating it too
Rebecca Dupras, Esq., Vice President, Development, Silicon Valley Community Foundation
Brigit M. Kavanagh, Esq.,  Attorney, Adler & Colvin

• Attendees will learn the basic legal structure of charitable remainder trusts and charitable gift annuities, possible risks to the charity and the donor, and the kinds of assets that are appropriate for each. We will also explore some of the ways that these life income gifts can be used to resolve otherwise tricky planning challenges, and learn how to talk to the clients and donors about these kinds of gifts. 

Charitable gifts of intellectual property
David Wheeler Newman, Esq., Chair, Charitable Sector Practice, Mitchell Silberberg & Knupp LLP

• The democratization of technology means that more people are able to create and transfer intellectual property, including patents, trademarks, and copyrights, while increased demand for these assets has increased their value dramatically. Charitable contributions of these intangible assets are subject to a surprisingly complex matrix of tax rules governing the tax benefits arising from those contributions. The speaker will cover the rules that must be considered with contributions of intellectual property and the planning dynamics for navigating these rules to plan gifts that will take full advantage of available tax benefits. 

Doing well by doing good: Exploring models of corporate philanthropy in Silicon Valley
Gisela Bushey, Director, SanDisk Foundation and Community Relations, SanDisk
Liz Lipton-McCombie, Director, Corporate Responsibility, Silicon Valley Community Foundation
Patty Nation, Director, Global Corporate and Community Engagement, Xilinx
Joe Speicher, Executive Director, Autodesk Foundation

• More companies are adopting socially responsible practices as a result of shifting consumer and labor demographics as well as changes in the global political landscape. As a professional advisor, you may find yourself providing counsel or advice to executives or companies looking to create a positive societal impact. Are you prepared to help your client navigate the complexities of corporate philanthropy? This panel of experienced practitioners will explore different corporate giving models and will offer a high-level discussion on how giving strategies can be tailored to fit an organization’s culture, brand and business model.

LUNCH and KEYNOTE SPEAKER

Status and connection: Expanding your authentic range
Dan Klein, Lecturer of Management, Graduate School of Business, Lecturer, Stanford Theater and Performance Studies Department, Instructor, d.school, and Resident Fellow 

• Everyone has a habitual "status" that they play -- either dominant or deferential, depending on the situation. But overplaying our status can break connections or give away power. Gain awareness and learn to expand your authentic range to create stronger connections in your professional and personal relationships.

AFTERNOON BREAKOUT SESSION I

Basic charitable gift planning: Bequest and gift drafting tips from the charity's perspective
Fred Hartwick, Philanthropic Advisor, Stanford Office of Planned Giving

• A charitable bequest or gift can be as simple as a general, unrestricted gift to the charity. However, many donors prefer their gift to be used for a specific purpose that is meaningful to them and reflects their values. But what happens if the purpose is later impractical or against the charity’s policies? A purpose or restriction may sound entirely reasonable today but at a later date impose unintended administrative and legal burdens on the charity and result in an unusable gift. Mr. Hartwick will share interesting stories about gifts and bequests to Stanford and other institutions and provide tips on how to work with the charity and draft a gift agreement or bequest that will create a meaningful and useful legacy.

Charitable supervision and enforcement actions by the California Attorney General
Elizabeth S. Kim, Supervising Deputy Attorney General, California Department of Justice, Office of the Attorney General

• This presentation from the California Attorney General’s Office will provide a brief overview of the AG’s oversight responsibilities over charities, charitable trustees, and fundraising professionals, including the registration and reporting requirements for these organizations or individuals to operate in California. The presentation will also cover the types of transactions and actions that are required to be reviewed by or served on the AG’s Office, including review of transactions for sale of assets of a nonprofit organization, mergers, dissolutions, petitions for instructions, and petitions to modify restrictions in a gift instrument. Finally, the session will address recent issues concerning major charities and complaints recently filed by the AG’s Office.

Estate of Duke: California Supreme Court opens the door to reformation of wills
Reynolds T. Cafferata, Esq., Partner, Rodriguez, Horii, Choi & Cafferata LLP

• The California Supreme Court’s recently issued decision in Estate of Duke changed 50 years of precedent by unanimously holding that extrinsic evidence could be introduced to reform a will. The court’s decision establishes that the standard of evidence required to reform an unambiguous will is “clear and convincing”. This session will feature one of the lead counsel members representing the City of Hope in the Estate of Duke who will provide his perspective on additional drafting language to consider when working with your clients.

BREAK

CLOSING PLENARY SESSION

Impact and recognition: Friends or foes in the era of strategic philanthropy and impact investing
William F. Meehan III, Lafayette Partners Lecturer in Management, Stanford University Graduate School of Business and Director Emeritus, McKinsey & Company

• Much of the dialogue amongst major donors and philanthropists is focused on how to make their philanthropy more effective, strategic, impactful. And, impact investing, a term and movement of many, varied meanings, is perhaps the highest visibility movement affecting not only philanthropy but also investing. 

  At the same time, donor recognition- gala parties, naming opportunities for buildings and professorships, et. al., remains at the center of ever growing development efforts for plutophilanthropic nonprofits. 

  Are these two forces -- impact and recognition -- opposing, parallel, synergistic, aligned?  

RECEPTION