
Program & Speakers
// 2026
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
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
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
2026 Conference Speakers
-

Cate Chang
Senior Attorney
Mill Law Center, Inc.
-

Stephanie Dustman
Sr Officer, Planned Giving
San Francisco Foundation
-

Kaitlyn Gardner
Vice President and Director of the Institute for Trust and Estate Planning
Bernstein Private Wealth
-

Daniel Gespass
Managing Director
Andersen Tax
-

Andrew Grumet
Interim General Counsel
Silicon Valley Community Foundation
-

Martin Hall
Attorney, Founding Partner, Managing Director
Hall & Diana LLC
-

Liza Hanks
Director, Gift Planning
Silicon Valley Community Foundation
-

Russell James
Charitable Giving Program Director
Texas Tech University
-

Bryan Kirk
Development Legal Counsel
Stanford University
-

Julie Kwon
Partner
McDermott Will & Schulte
-

Justin Miller
Partner and National Director of Wealth Planning
Evercore Wealth Management, LLC
-

Jonathan Mintz
Co-Founder
Bespoke Group
-

Abigail Orozco
Associate Director of Planned Giving, MCD
Stanford University
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