Program and Speakers

Program & Speakers

2026 Conference Program

Please check back for updates as we finalize our 2026 speaker lineup and program.

Time

Sessions & Speakers

track


8:30 AM – 9:30 AM

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

Breakfast Plenary


9:45 AM – 10:45 AM

Baby Boomers and Planned Giving: A Very Special Generation orJust Typical Old People?
Russell James, Charitable Giving Program Director, Texas Tech University

Breakout | Fundamental


9:45 AM – 10:45 AM

Impact of Current Administration’s Cuts to IRS Personnel
Julie Kwon, Partner, McDermott Will & Schulte
Dan Gespass, Managing Director, Andersen Tax

Breakout | Philanthropic Trends and Strategies


9:45 AM – 10:45 AM

Politically Engaged Philanthropy — How Philanthropists Who Want to Get Involved Can Use Private Foundations, Public Charities, and 501(c)(4)’s to Do More
Cate Chang, Senior Attorney, Mill Law Center, Inc.

Breakout | Technical


11:00 AM – 12:00 PM

Community Foundation Panel
Liza Hanks, Director, Gift Planning, Silicon Valley Community Foundation
Stephanie Dustman, Senior Officer, Planned Giving, San Francisco Foundation

Breakout | Fundamental


11:00 AM – 12:00 PM

Charitable Planning through Digital Currency
Jonathan Mintz, Co-Founder, Bespoke Group
TBD

Breakout | Philanthropic Trends and Strategies


11:00 AM – 12:00 PM

Advanced Charitable Planning
Bryan Kirk, Development Legal Counsel, Stanford University
Julie Kwon, Partner, McDermott Will & Schulte
Martin Hall, Founding Attorney, Hall & Diana LLC

Breakout | Technical


12:45 PM – 1:45 PM

TBD
TBD

Lunch Plenary


2:00 PM – 3:00 PM

Charitable Planning Vehicle Basics
Kaitlyn Gardner, Vice President and Director of the Institute for Trust and Estate Planning, Bernstein Private Wealth
Abigail Orozco, Associate Director of Planned Giving, MCD, Stanford University

Breakout | Fundamental


2:00 PM – 3:00 PM

TBD
TBD

Breakout | Philanthropic Trends and Strategies


2:00 PM – 3:00 PM

The New Normal for Charitable Tax Planning
Justin Miller, Partner and National Director of Wealth Planning, Evercore Wealth Management, LLC

Breakout | Technical


3:15 PM – 4:15 PM

The Hidden Code of End-of-life Decisions
Russell James, Charitable Giving Program Director, Texas Tech University

Afternoon Plenary


2026 Conference Speakers

  • Cate Chang

    Cate Chang

    Senior Attorney

  • Stephanie Dustman

    Stephanie Dustman

    Sr Officer, Planned Giving

  • Kaitlyn Gardner

    Kaitlyn Gardner

    Vice President and Director of the Institute for Trust and Estate Planning

  • Daniel Gespass

    Daniel Gespass

    Managing Director

  • Andrew Grumet

    Andrew Grumet

    Interim General Counsel

  • Martin Hall

    Martin Hall

    Attorney, Founding Partner, Managing Director

  • Liza Hanks

    Liza Hanks

    Director, Gift Planning

  • Russell James

    Russell James

    Charitable Giving Program Director

  • Bryan Kirk

    Bryan Kirk

    Development Legal Counsel

  • Julie Kwon

    Julie Kwon

    Partner

  • Justin Miller

    Justin Miller

    Partner and National Director of Wealth Planning

  • Jonathan Mintz

    Jonathan Mintz

    Co-Founder

  • Abigail Orozco

    Abigail Orozco

    Associate Director of Planned Giving, MCD

Sign Up for Conference Updates

Be the first to know about speaker announcements, registration opening, and more!

This field is for validation purposes and should be left unchanged.
Name(Required)