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With Thanks to our Sponsors!
Diamond Sponsor CAF America Domestic and International Donor Advised Funds Gold Sponsor St. Jude Children's Research Hospital
Silver Sponsor Schwab Charitable Bronze Sponsors The American College San Francisco Foundation
Schedule of Events For registered attendees, the session recordings and any associated PowerPoint presentations will be available on the conference platform individual session pages soon! You will be notified via email when the materials are available. | Monday, September 20, 2021 | | 9:00-11:00am ET | Platform open for 1:1 Networking | | 11:00-11:15am ET | Welcome | | 11:15am-12:05pm ET | Charitable Gift Annuities (CGAs): Receive Income for Life and Make a Gift of a Lifetime
Christine Broughton, ALSAC/St. Jude Children's Research Hospital
Pat Cox, ALSAC/St. Jude Children's Research Hospital | | 12:05-12:15pm ET | Break with Exhibitors | | 12:15-1:05pm ET | One Couple's Journey from Wealth to Purpose
Jennifer & David Risher, "We Need to Talk: A Memoir About Wealth," Worldreader & #HalfMyDAF | | 1:05-1:25pm ET | Break with Exhibitors | | 1:25-2:15pm ET | Unconscious Bias
James McKim and Priya Prakash Royal | | 2:15-2:25pm ET | Break with Exhibitors | | 2:25-3:15pm ET | Tax-Efficient Giving Strategies for 2021
Hayden Adams, CPA, CFP, Schwab Center for Financial Research and
Mary Jovanovich, Schwab Charitable | 3:15-3:45pm ET
| Break with Exhibitors
| | 3:45-4:35pm ET | Stanford PACS Intro to Effective Philanthropy for Advisors: Introducing the Philanthropy Toolkit
Erinn Andrews, The Effective Philanthropy Learning Initiative, Stanford Center on Philanthropy & Civil Society and
Heather Lord, The Effective Philanthropy Learning Initiative, Stanford Center on Philanthropy & Civil Society
| | 4:35-5:00pm ET | Small Group Networking | | 5:00-7:00pm ET | Platform open for 1:1 Networking | Tuesday, September 21, 2021
| | 9:00-11:00am ET | Platform open for 1:1 Networking | | 11:00-11:15am ET | Welcome | | 11:15am-12:05pm ET | Participatory Impact Investing and Grantmaking
Paul Brest, Stanford Law School, Stanford Graduate School of Business,
Effective Philanthropy Learning Initiative at Stanford Center on Philanthropy and Civil Society,
Meg Massey, Sanspeur, and
Ben Wrobel, Village Capital
| | 12:05-12:15pm ET | Break with Exhibitors | | 12:15-1:15pm ET | Family Office Panel
Ron Diamond and Whitney Webb | | 1:15-2:15pm ET | Break with Exhibitors | | 2:15-3:15pm ET | Estate Planning: Designing a Charitable Legacy with a Donor Advised Fund
Ted Hart, CAF America, CAF Canada | 3:15-3:45pm ET
| Break with Exhibitors
| 3:45-4:35pm ET
| Cryptocurrency: The Future of Fundraising
Alex Wilson, The Giving Block | | 4:35-5:00pm ET | Small Group Networking
| 5:00-7:00pm ET
| Platform open for 1:1 Networking
| Wednesday, September 22, 2021 -
Special joint day with the National Association of Charitable Gift Planners | 9:00-11:00am ET
| Platform open for 1:1 Networking
| 11:00-11:45am ET
| Joining Hands and Working Together: Collaboration Drives Impact
Michael Kenyon, National Association of Charitable Gift Planners and
Marty Dutch, First Foundation Bank
moderated by Jay Weisman, Legacy Philanthropy Group
| 11:45am-12:00pm ET
| Break w/ Exhibitors
| 12:00-12:50pm ET
| Can a CRT Stretch an Inherited IRA?
Christopher Hoyt, University of Missouri (Kansas City) School of Law | 12:50-1:00pm ET
| Break with Exhibitors
| 1:00-1:55pm ET
| A Legacy with Impact: Applying a Social & Racial Justice Framework to Estate Planning
Elena Pullen-Venema, Community Foundation of Snohomish County
| 2:00-3:00pm ET
| Decolonizing Wealth, a Fireside Chat with Edgar Villanueva
Edgar Villanueva
| 3:00-3:10pm ET
| Break with Exhibitors | 3:10-4:00pm ET
| Flip CRT with Closely Held Stock - A Personal Story
Laura Alexander, TIAA Kaspick and
Judi Cantor, Geisel School of Medicine at Dartmouth and Dartmouth-Hitchcock Medical Centers
| 4:00-4:10pm ET
| Break with Exhibitors
| 4:10-5:00pm ET
| Rising Philanthropy; Trends, Challenges, & Opportunities
Alison Powell, Bridgespan
| 5:00pm ET
| Closing and Thanks
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Continuing Education
The conference will offer up to 15 hours of CFP® CE credit and credit for American College Professional Recertification (formerly PACE), CAP®, CFP®, CIMA®, CIMC®, and CPWA® designations. CPA designees and other designations holders who can self-report should check with their governing body in their state to determine the eligibility of continuing education credit for these programs. To apply for CE credit, you will receive a survey to complete at the conclusion of the conference.
Twitter Hashtag #CoPh21
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