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

The Art of the Gift: Myths and Facts of Philanthropy with Art & Collectibles
Shari Levitan, Private Wealth Services | Chair – New England, Holland & Knight LLP
Victoria Gray, Deputy Chairman, Americas Bonhams

Elevating the Client Experience: donor segmentation, DAFs, and how to have the charitable conversation with clients
Erinn Andrews, Founder & CEO, GiveTeam, PBC

Tips, Tricks and Traps: Charitable Bequests
Bryan Kirk, Development Legal Counsel, Planned Giving, Stanford University

Choosing the Right Vehicle: CGAs vs CRTs
Bill Knox, Senior Director, Technical Consulting and Strategic Innovation Projects, TIAA Kaspick

Charitable Planning for the Sunset of the Tax Cuts and Jobs Act and 2025 Tax Reform
Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, Pon & Associates

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

Generative AI for Good Isn’t Good Enough
James Landay, Co-Director Stanford Institute for Human-Centered AI (HAI)

Thriving in the Crucible:  Advising the Philanthropic Family
Matthew Wesley, Founder, Ascend Family Group
Maria D’Costa, Executive Vice President of Philanthropic Partnerships, Silicon Valley Community Foundation

Charitable Giving 101
Liza Hanks, Director, Gift Planning Silicon Valley Community Foundation
Julie Lanz, Senior Associate Director, Planned Giving, Stanford University

Charitable Giving Across Borders: Opportunities and Challenges for US and Non-US Donors
Elizabeth Bawden, Partner, Trust, Estates & Charitable Planning, Withers Bergman LLP
Joy Chang, Partner, Private Client and Tax Withers Bergman LLP

Charitable Uses of Retirement Assets
Christopher Hoyt, Professor, University of Missouri-Kansas City