Recent Developments in Charitable Gift Planning
Martin Hall, Esq., Founding Attorney, Hall & Diana LLC

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

Where Purpose Meets Planning: New Tools for a Blended Marketplace
David York, Managing Partner, York Howell Attorney at Law

Key Appraisal Issues With Charitable Donations
Sid Luckenbach, Managing Director, Andersen Tax
Kelly Crug, Managing Director, Valuation Services, Andersen Tax

Thriving in the Crucible: Advising the Philanthropic Family
Matthew Wesley, Principal, The Lovins Group

Helping Clients Select a Philanthropic Vehicle: A Story Told in Several Charts
Karl Mill, Founder & Attorney, Mill Law Center

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

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

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

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

Formulating a Frustration Free Testamentary Charitable Plan
Ryan Szczepanik, Senior Wealth Strategist, BNY Mellon Wealth Management

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