Program
// 2025
Conference Speakers
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Erinn Andrews
Founder & CEO
GiveTeam, PBC
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Elizabeth Bawden
Partner; Trust, Estates & Charitable Planning
Withers Bergman LLP
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Joy Chang
Partner
Withers Bergman LLP
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Marie D’Costa
Executive Vice President of Philanthropic Partnerships
Silicon Valley Community Foundation
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Martin Hall
Attorney, Founding Partner, Managing Director
Hall & Diana LLC
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Liza Hanks
Director of Gift Planning
Silicon Valley Community Foundation
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Christopher Hoyt
Professor
University of Missouri-Kansas City
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Victoria Gray
Deputy Chairman, North America
Bonhams
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Bryan Kirk
Development Legal Counsel
Stanford University
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Bill Knox
Senior Director, Technical Consulting and Strategic Innovation Projects
TIAA Kaspick
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Julie Kwon
Partner
McDermott Will & Emery LLP
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James Landay
Professor of Computer Science
Stanford University
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Julie Lanz
Senior Associate Director
Stanford University
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Shari Levitan
Private Wealth Services | Chair – New England
Holland & Knight LLP
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Nick Nilan
Senior Counsel
IRS Office of Chief Counsel
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Howie Pearson
Sr. Philanthropy Advisor and Development Legal Counsel
Stanford University
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Larry PON
CPA/PFS, CFP, EA, USTCP, AEP
College of San Mateo
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Matthew Wesley
Founder
Ascend Family Group
// 2025
2025 Conference Program
Please check back for updates as our speaker lineup and program is evolving.
Time
Sessions & Speakers
track
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
Gifts of Art Shari Levitan, Private Wealth Services | Chair – New England, Holland & Knight LLP Victoria Gray, Deputy Chairman, Americas Bonhams
Breakout | Philanthropic Trends and Strategies
9:45 AM – 10:45 AM
Elevating the Client Experience: donor segmentation, DAFs, and how to have the charitable conversation with clients Erinn Andrews, Founder & CEO, GiveTeam, PBC
Breakout | Fundamental
9:45 AM – 10:45 AM
Charitable Uses of Retirement Assets Christopher Hoyt, Professor, University of Missouri-Kansas City
Breakout | Technical
11:00 AM – 12:00 PM
Life Income Gifts Presentation Bill Knox, Senior Director, Technical Consulting and Strategic Innovation Projects, TIAA Kaspick
Breakout | Philanthropic Trends and Strategies
11:00 AM – 12:00 PM
Charitable Planning for the Sunset of the Tax Cuts and Jobs Act and 2025 Tax Reform Larry Pon, Partner, Pon & Associates
Breakout | Fundamentals
11:00 AM – 12:00 PM
Advanced Charitable Planning Howie Pearson, Development Legal Counsel & Sr. Philanthropic Advisor, Planned Giving, Stanford University Julie Kwon, Partner, McDermott Will & Emery LLP Martin Hall, Esq., Founding Attorney, Hall & Diana LLC
Breakout | Technical
12:45 PM – 1:45 PM
Generative AI and Communication James Landay, Co-Director Stanford Institute for Human-Centered AI (HAI)
Lunch Plenary
2:00 PM – 3:00 PM
Thriving in the Crucible: Advising the Philanthropic Family Matthew Wesley, Founder, Ascend Family Group
Breakout | Philanthropic Trends and Strategies
2:00 PM – 3:00 PM
Basics in Charitable Planning Jeff Underwood, Senior Associate Director, Planned Giving, Stanford University Julie Lanz, Senior Associate Director, Planned Giving, Stanford University
Breakout | Fundamental
2:00 PM – 3:00 PM
Cross-border philanthropy Elizabeth Bawden, Partner, Trust, Estates & Charitable Planning, Withers Bergman LLP Joy Chang, Partner, Private Client and Tax Withers Bergman LLP
Breakout | Technical
3:15 PM – 4:15 PM
IRS Estate and Gift Presentation Denise Larson, Lead Attorney (Estate Tax) at IRS Nick Nilan, Senior Counsel, IRS Office of Chief Counsel Bryan Kirk, Development Legal Counsel, Planned Giving, Stanford University
Afternoon Plenary
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