In 1999, the Office of Planned Giving at Stanford University determined that it would produce a conference to educate attorneys, accountants and other professionals on the importance of charitable giving and various tools available to the planned giving process.

The first Conference was held at the Stanford Law School and attended by nearly 50 professionals. Conference sessions were led by staff of the Stanford Office of Planned Giving. The Conference later moved to the newly constructed Frances C. Arrillaga Alumni Center in 2001 where it has been held ever since.

In 2007, the Office of Planned Giving joined with Silicon Valley Community Foundation to produce the Conference on Charitable Giving together. This collaboration was designed to increase outreach to attorneys, accountants, advisors, philanthropic professionals and other supporters to enhance the Conference's reputation as a well-recognized, high quality professional educational and networking opportunity. This partnership continues to flourish and, we believe, has resulted in a richer experience for those attending the Conference.

In its history, the Conference has grown from a half day to a full day affair with plenary and break-out sessions on topics of interest to professionals who advise clients in charitable estate planning and charitable giving, and for other professionals who are interested in various aspects of philanthropy. Conference attendance has grown to approximately 300. Capacity is limited, so consider registering early to guarantee your space.


B. Howard Pearson, JD, Senior Philanthropic Advisor and Development Legal Counsel
Kara Wertheimer, JD, Assistant Vice President, Development and Senior Director of Planned Giving
Wendy Chou, JD, Director of Planned Giving for Medical Center Development and Deputy Director of Planned Giving 
Carol Kersten, JD, Philanthropic Advisor, Medical Center Development 
Jonrie Dávila, JD, Senior Associate Director of Planned Giving
Dave Griffin, JD, Philanthropic Advisor
Blake Grossman, JD, LLM, Senior Associate Director of Planned Giving 
Jeff Underwood, MBA, Senior Associate Director of Planned Giving 
Abigail Orozco, JD, Associate Director of Planned Giving, Medical Center Development 
Julie Lanz, JD, Associate Director of Planned Giving 
Laurel Sevier, JD, Assistant Director of Planned Giving, Medical Center Development 
Victor Crosetti, Manager of Outreach, Stewardship and Events


Nicole Taylor, President and CEO
Kendra Onishi, Vice President, Development
Gary Malone, Director, Fundraising
Liza Hanks, JD, Director, Gift Planning
Devi K. Ati, Senior Planned Giving Officer
Lisa Dinh, Senior Development Associate