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Past Programs & Sponsors


Wednesday, October 16, 2019 at The San Diego Foundation


Crystal Thompkins, CAP®, CSPGCM National Director, Gift Planning Services, BNY Mellon Wealth Management

Topic: The Richard L. Heinrich Planned Giving Meeting In Memory of Richard L. Heinrich, CFRE

Wednesday, October 9, 2019 at Sanford Institute of Philanthropy at National University


Jeffrey Frye Senior Client Services Advisor, PG Calc

Topic: PG Calc Webinar Series: Tax Info Every Gift Planner Should Know

Wednesday, September 11, 2019 at Sanford Institute of Philanthropy at National University


Russell James, J.D., Ph.D., CFP, Professor, Department of Personal Financial Planning Texas Tech University

Topic: PG Calc Webinar Series: The Hidden Code of End-of-life Decisions

Tuesday August 13, 2019 at American Red Cross of San Diego/Imperial Counties


Jeffrey Lydenberg, Vice President, Consulting, PG Calc

Topic: Shifting the Conversation from Cash to Assets

Wednesday, June 19, 2019 at USD


Christine Dunfey, Esq., Dzida, Carey & Steinman

Topic: Explore the basics of our federal income tax structure

Monday, June 10, 2019: PG Calc Webinar Series


Wendy Chou, Senior Philanthropic Advisor, Oregon Community Foundation

Topic: Why Donor Advised Funds and Supporting Organizations are a Gift Planner's Friend

Wednesday, March 20, 2019: San Diego Planned Giving Partnership Luncheon


Lisa Rehburg, President of Rehburg Life Insurance Settlements

Topic: Life Insurance Settlements and Charitable Giving

Wednesday, January 16, 2019: Luncheon Meeting at USD


Christy Bliss, Executive Director, Donor Experience and Engagement, UC San Diego and Caitlin Knotek, Associate Director, Donor Experience and Engagement, UC San Diego

Topic: Happy Donors Equals Generous Donors - Why Stewardship Matters


October 24, 2018: Luncheon Meeting at USD

Topic: Words that Motivate, How to Speak to a Prospect about a Planned Gift (Russell James-based presentation).

Linda Spuck

September 7, 2018: Joint Workshop and Breakfast with AFP

Topic: Ethical dilemmas in fundraising - Stories from the trenches

Presenters: Drew Hunsinger and Cheryl Harrelson, UC San Diego's Associate Vice Chancellors

Workshop: Planned Giving for the Small Shop

Dani Dawson

Wednesday, June 20, 2018: Luncheon Meeting at USD


Erin Kathleen Jones, CFRE, CSPG (Director of Gift Planning at The Salvation Army)

Topic: Working with the Greatest Generation


Sanford Institute of Philanthropy

Wednesday, March 28, 2018: Luncheon Meeting at USD


Andy Ragone

Topic: From Elvis to Elton, Rockin' with the Baby Boomer Generation as Donors

Wednesday, January 17, 2018: Luncheon Meeting at USD


Daniel C. Fan, J.D., LL.M., CFP®

Topic: The Fate of Charitable Giving Under the New Tax Act


Wednesday, November 8, 2017: Annual Meeting and Social

Hors d'oeuvres, Wine, Beer, and Fun At the New Americans Museum in Liberty Station

Wednesday September 27, 2017: Luncheon Meeting at USD


Renee Durnin

Topic: Targeting the Right Audience

Targeting the right audience contributes 40% to the success of your gift planning efforts, enabling you to get to the right donors, with the right message, at the right time. In this presentation, we'll first analyze key findings from various national development studies ("Their" surveys) to recognize the massive potential in planned giving with the "boomers" emerging and successful strategic approaches tested in "big data." Next, we'll cover how your organization can develop your own customized-yet simple-survey research ("Your" survey) to identify key findings unique to your organization. This includes the best strategies and mediums to effectively engage your donors with results as high as 25% response! Then, we'll review successful strategies for blending these research findings to identify the organization's best planned giving prospects for broad-based planned gift lead generation and one-on-one planned giving cultivation.

Friday August 11, 2017: The Richard L. Heinrich Planned Giving Breakfast Meeting and Workshop
In Memory of Richard L. Heinrich, CFRE.


Speaker - Blended Gifts: Stephanie C. Buckley, Vice President/Philanthropic Specialist, SWS Senior Advisory Specialist, Wells Fargo Private Bank/Philanthropic Services

Topic: Blended Gifts – Creating a Legacy though Current and Future Giving

Learning Objectives: Learn how to combine planned and current gifts for your organization using marketing strategies and donor gift proposals.

Explore some of the ways blended gifts support near term and future benefits for charitable recipients, while ensuring the personal long-term financial security of a donor and/or loved ones.

Speaker - Workshop on Trump Tax Reform: Stephanie C. Buckley, Vice President/Philanthropic Specialist, SWS Senior Advisory Specialist, Wells Fargo Private Bank/Philanthropic Services

Topic: Trump Tax Reform – What Does It Mean For Non-Profits And The Donors That Support Them?

Sponsor: Wells Fargo

Wednesday June 21, 2017: Luncheon Meeting
Accepting real estate for small to large development shops

Debbie Rossi, Director of Development and Sr. Planned Giving Mentor, The Salvation Army
Linda Spuck, Vice-President/Trust Officer, Union Bank
Dave Williams, Senior Director of Gift Planning for the Scripps Health Foundation

Sponsor: UC San Diego

Wednesday, March 15, 2017: Luncheon Meeting
The Structure and Continued Importance of Charitable Gift Annuities
Jeremy Pearl, J.D., LL.M with Jewish Community Foundation.

Wednesday, January 25, 2017: Luncheon Meeting
2017 Economic Forecast and its potential Impact on non-profits and planned giving professionals
Justin Tipp, Managing Director and Portfolio Manager at First Republic Investment Management and Lisa Snyder, Esq., Managing Director and Senior Financial Planner at First Republic Investment Management in Los Angeles.


Wednesday, November 30, 2016: SDPGP Annual Meeting and Social

Wednesday, September 21, 2016: Donor-Advised Funds: What is the Value Proposition?
Christy Wilson, Executive Director of the Rancho Santa Fe Foundation

Friday, August 5, 2016: San Diego Planned Giving Partnership and AFP Joint Breakfast Meeting
Robert E. Wahlers, MS, CFRE, Vice President of Development for Meridian Health Affiliated Foundations

Wednesday, June 15, 2016: What Tax Issues Are Important to your Planned Giving Prospects
Marc F. Pollack, CPA, Partner with Considine & Considine
and David C. Dolan, CPA, Partner with Considine & Considine

Wednesday, March 16, 2016: Charitable IRA Rollovers
Jo-Ann Christine Little (CFP, CDFA)
DeEtte Loeffler

January 22, 2016: A Comprehensive Planned Giving Seminar
Claudia B. Sangster, Esq., Instructor
Director, Family Education and Governance, Wealth Advisory Services, Northern Trust
Steven J. Chidester, Esq., Instructor
Partner, Withers Bergman, LLP


December 02, 2015: Annual Meeting, Social Event and Special Tours of Rady Children's Hospital-San Diego

September 16, 2015: Life Insurance, the Good and the Bad, and How it Can Be Best Positioned for Your Donor Clients
Speaker: Colleen K. Callahan CLU, CHFC
Callahan Capital Management and Insurance Services

August 7, 2015: AFP and SDPGP Joint Meeting
Breakfast and workshop meeting
The Richard L. Heinrich Planned Giving Breakfast Meeting and Workshop - In Memory of Richard L. Heinrich, CFRE.

Speaker: Russell N. James III, J.D., PhD., CFP
Breakfast Topic: Words That Work for Major & Planned Gifts
Workshop Topic: Improve Your Fundraising by Learning Key Planned Giving Strategies

June 17, 2015: An Organization's Rights as a Beneficiary -- When to Press, and when to be Patient
Speaker: Linda Spuck, CTFA
Vice President,
Trust Officer, Trust and Estate Services
Union Bank
Sponsor: Jewish Community Foundation of San Diego

March 18, 2015: The Psychology of Estate Planning
Speaker: Michel Zelnick, CPAinJD MFT Business Therapist
Sponsor: Sage Capital Advisors, LLC

January 21, 2015: Tapping Into Your Donor's Retirement Funds: Tips, Tricks, & Traps
Speaker: Harriet H. Carter, Esq.
Sponsor: Union Bank


November 13, 2014 Annual Meeting, Social Event and Tour of KPBS Studios
Behind-the-Scenes Tours at the KPBS Studios
Hosted by the SDPGP and KPBS
Sponsor: Union Bank

September 17, 2014 Elder Abuse – What Planned Giving and Major Gift Officers should know.
Speakers: Paul Downey, President & CEO,
Senior Community Centers &
Steve Hall, MSW, Director of Clinical Services
Sponsor: Sage Capital Advisors, LLC.

August 8, 2014 Richard L. Heinrich Planned Giving Presentation:
Preparing for Your Donor Who Says, "Not Now, Maybe Later."
Panel: Steven J. Chidester, JD, Partner
McKenna Long & Aldridge LLP,
John L. Jenkins, AEP®, EA, CFP®
President and CEO, Asset Preservation Strategies, Inc.,
Bill Littlejohn, CEO and Senior VP
Sharp HealthCare Foundation
Wag More, Bark Less: There Is Money Out There
Speaker: Viken Mikaelian, Virtual Giving, Founder and CEO

June 18, 2014 Top Dozen Financial Hot Buttons for Non-Profit Orgs
Brian Yacker, CPA/JD, YH Advisors
Sponsor: Wells Fargo Bank

March 26, 2014 Tales From The Trenches – Yours, Mine, and Ours
Speaker: Kenneth G. Coveney, Esq., Partner, Dostart, Clapp & Coveney, LLP
Sponsor: The San Diego Foundation

January 15, 2014 How to Monetize Knowledge and Relationships: Creating Client Value Add & Enhanced Retentions
Speaker: Carl L. Sheeler PhD, ASA, CBA, AVA, Managing Partner


November 13, 2013 Annual Meeting:
What Makes the Give?

Scientific Findings on the Factors that Yield Gifts
Speaker: Jeremy Stelter
Sponsor: Wells Fargo Private Banking

September 25, 2013 Dusting Off the CRT
Speaker: Reynolds T. Cafferata, Partner,
Rodriguez, Horii, Choi & Cafferata LLP
Sponsor: Union Bank

August 2, 2013 Richard L. Heinrich Planned Giving Presentation:
Developing a Multichannel Planned Giving Marketing Plan

Speaker: Timothy D. Logan, ACFRE
: Bridging the Divide between Planned and Major Gifts
Panelists: Merle Brodie, MPH, CFRE, Girl Scouts San Diego; Geoff Graham, CFRE, The Scripps Research Institute; Elizabeth Powell, JD, CSPG, University of California, San Diego; Charlene Pryor, CSPG, La Jolla Playhouse; Elise Webster, Rady Children's Hospital Foundation

June 26, 2013 Fiduciary: Amateur vs. Professional
Speaker: Marguerite Lorenz, CTFA, CLPF #319

March 20, 2013 Conversations to Foster Transformational Philanthropy Speaker: Marty Dutch Regional Director, The Heritage Institute

January 23, 2013 Estate Planning for 2013    
Overview of estate planning and opportunities for 2013
Speaker: Roberta J. Robinson


November 13, 2012 Seminar and Workshop
A Comprehensive Planned Giving Seminar
Speakers: Steven J. Chidester, partner, McKenna Long & Aldridge, LLP
Claudia Sangster, President/Executive Director of the Harris myCFO Foundation

August 3 2012 Meeting and Luncheon
The Richard L. Heinrich Planned Giving Workshop and Luncheon
Minding Your EQs: What Really Counts When it Comes to Success in Fundraising
Presenters: Linda Spuck and Chris Yates.

June 27 2012 Meeting and Luncheon
What is a “Prudent Investor?” Practical Issues for Fiduciaries
Presenters: Carlee Harmonson and Cheryl Edwards Tannenberg, Esq.

March 28 2012 Meeting and Luncheon


November 16 Meeting and Luncheon
21st Century Networking - A  Powerful Way to Get Referrals
Guest speaker: Rick Itzkowich
Behaviorial Finance
Guest Speaker: Craig Danker, CIMA®

September 16 Meeting and Luncheon
Combined event with AFP San Diego
Presentation: There Is Money Out There!
Workshop: Guaranteed Simple Steps to Raise Planned Gifts
Presenter: Viken Mikaelian

June 15th Meeting and Luncheon
Philanthropy as Investment; The Sharp HealthCare Experience
Presenter: Bill Littlejohn
Sponsor: Union Bank and Select Mailing

May 18 Networking Event

March 16, 2011
Insurance in Planned Gift Success Stories for the Donor and the Charity Presenter: Robin Robertson of Time Financial
Sponsor: Giles & Company, Inc.

January 20, 2011
IRAs - A Primer for Gift Planners
Presenters:  Rebecca Bibleheimer, JD LLM, Vice President,
US Bank Charitable Services Group
Wendy M. Kelley, CEBS, CRSP, CISP
The Private Client Reserve at US Bank
Vice President and IRA Product Manager


November 2, 2010
New Decade Donors
Charles Schultz, JD
President/CEO Crescendo Interactive, Inc.
Sponsor: US Bank

September 15, 2010
Seven Secrets in Response to Planned Giving Marketing
Speaker: Claudine A. Donikian, JD, MBA
Vice President, Integrated Marketing & Research, Pentera , Inc.
Sponsor: Sage Capital Advisors LLC

June 16, 2010
Case Study in Charitable Gift Planning: A Panel Discussion
Panel Participants: Kenneth G. Coveney, Dostart Clapp Gordon & Coveney, LLP; Raymond L. Gallagher, CPA, Lavine, Lofgren, Morris & Engelberg, LLP; Jim Brozo, CFRE, CSPG, Senior Gift Planning Advisor Grossmont Hospital Foundation; Patrick S. Thebus, MSFS, CFP, ChFC, CLU,TPG Financial
Sponsor: Allison Appraisals & Assessments, Inc.

March 17, 2010
Gaze Carefully Into the Crystal Ball, But Don't Drop It On Your Foot!
A look into the latest developments, proposals, and possibilities in estate tax and planned giving
Speaker: Frederick R. Vandeveer, Partner
Luce, Forward, Hamilton & Scripps LLP
Sponsor: Sage Capital Advisors LLC

January 20, 2010
Discovering Opportunities in a Down Economy -
New Ideas to Jump Start Your Planned Giving Program in 2010
Laura A. Stees, CPA, Partner
Cobb, Stees & Company LLP
Certified Public Accountants


November 18, 2009
Protecting and Enforcing Charitable Bequests – Hot Topics
Shirley L. Kovar, Esq.
Sponsors: Select Mailing Service and Streeter Printing

September 16, 2009
The Donor Experience & Five Ways Out of Highly Appreciated Property
Joseph J. Strazzeri and Shelley Lightfoot

June 17, 2009
Keeping Donors & the IRS Happy Non-Cash Gifts: Valuation, Appraisal and Substantiation; A Panel Discussion

March 18th, 2009
Why Promote Charitable Gift Annuities in this Economy?
Kristen Schultz, JD, LLM, Senior Vice President, Crescendo Interactive, Inc.

January 14th, 2009
The Current State of the Economy
Harry Rady and Jordan Greenhouse of Rady Asset Management


November 5, 2008

"Using Qualified Retirement Plan Benefits and IRAs for Charitable Giving"

Louis A. Mezzullo, Partner,
Luce Forward Hamilton & Scripps LLP

Sponsor: Union Bank of California

September 21, 2008
Richard L. Heinrich Planned Giving Workshop - Joint Meeting with the Association of Fundraising Professionals
“Large Shop – Small Shop – No Shop: Planned Giving To Fit Any Size Budget ”
Ciallella, Assistant Vice President for Development, University Relations, University of San Diego
“Chasing the Marketing Rainbow"
Sam Caldwell, Founder and President of The Planned Giving Company and co-founder of Virtual Giving, Inc.
Sponsor: San Diego National Bank.

June 11th, 2008
“When Advisory Board Work Most Effectively: A Panel Discussion”
Martin Hayter, Senior Director of the Office of Planned Giving, University of California, San Diego (UCSD).
John A. Phillips, Senior Director of Planned Giving, University of San Diego

March 12th, 2008
“What’s Hot in Financial Planning and How does if Affect Planned Giving?”
Craig Danker, Financial Advisor, UBS Financial Service
David A. Jacobs, Partner, The Westhem Grant Group

January 16, 2008
"Gifts of Insurance: The Good, The Bad, The Ugly"
Walt Waggener, State Farm Insurance


Nov. 28, 2007
"Successful Estate Administration"
Olivia Olsen Hansen, Esq. Luce Forward
Carlee Harmonson, Vice President,Union Bank of California
Jane Lorenz, CPA & Fiduciary
David E. Williams
Senior Director of Gift Planning - Scripps Health

October 25, 2007
Fall Membership Reception

September 21, 2007
- Joint Meeting with the Association of Fundraising Professionals
"Practical Lessons in Planned Giving for Development and Planned Giving Officers" presented by Johni Hays, JD, CAP, CLU
Senior Planned Giving Consultant for The Stelter Company
“The Fifteen Hideous Reasons You’re’ Not Getting Gifts” presented by Debra Ashton.
Sponsor: Union Bank of California

June 20, 2007
“Global Economics”
Denise Dimon, Ph.D., Director MBA Programs, the Ahlers Center for International Business and Professor of Economics at USD
Sponsored by First American Trust Investment Advisory and Fiduciary Services

April 18, 2007
Presentation by Professor Christopher R. Hoyt
Sponsored by Scripps Health Foundation