Planned giving | San Francisco, CA

Planned giving

Over the next decade, trillions of dollars will be donated to nonprofit organizations through planned gifts. These are most often unrestricted bequests of many thousands of dollars and they can make or break fundraising campaigns. You need to make sure you understand the motivations and challenges for donors and their advisors, know how to set realistic goals, and plan how you will attract and close these gifts.

Topics we will cover include:

Planned giving vehicles and how they work
Special stewardship plans for top-level donors
Customizing a planned giving program for your organization
Keeping your donors involved and committed after the gift has been made

After the program, you'll have a better understanding of (i) planned giving principles and practices, and (ii) how to implement a successful planned giving program. This session is designed for intermediate to advanced fundraisers.

Speakers for this session:

Elizabeth Bacchetti

Deputy Development Director and Director of Legacy Gifts

Asian Art Museum

Elizabeth has been involved in development for 25 years. In her current position, as Deputy Development Director and Director of Legacy Gifts she is responsible for museum membership, special events, and information systems, and planned giving. Previously, as Associate Director at Colorado Association of Nonprofit Organizations, she was responsible for developing workshops and programs to assist these organizations and their leaders in building successful fundraising programs. Before that, she worked as Director at High Museum at Georgia Pacific Center where she was responsible for presenting over 80 special exhibitions and developing core educational programs. Elizabeth currently serves as volunteer for Stanford Alumni Association and the Oakland Heritage Association. She earned BA in Speech and Drama from Stanford University. She is a member of California Association of Museums, American Association of Museums, Northern California Planned Giving Association, and Partnership for Philanthropic Planning.

Greg Lassonde

Legacy Giving Specialist

Greg has been involved in fund development for 28 years. In his current position as a consultant he helps launch, expand, implement and audit legacy giving programs for a wide variety of nonprofits including civic affairs and advocacy, the arts, the environment, health, education, human services, and religion. Previously, as Director, Planned Giving at San Francisco Symphony, Greg was responsible for all things related to planned giving. Before that, he worked as Gift Planning Director at Community Foundation Silicon Valley where he set up their planned giving program with a special focus on professional advisors. Greg is on the board of the Oakland Zoo Foundation, and Association of Fundraising Professionals, Golden Gate Chapter (Treasurer). He earned his Bachelor Degree in Business Administration from University of Phoenix. He is a member of Development Executives Roundtable, Northern California Planned Giving Council, and Partnership for Philanthropic Planning. He has worked as a planned giving specialist since 1992 and started his consulting business in 2007. His fundraising experience since 1982 covers the full spectrum, from direct mail to planned giving, and most everything in between. He started working fulltime in legacy giving in 1997, and received CFRE (Certified Fundraising Executive) certification in 1998.

Judith Mazia

Associate Director, Gift & Endowment Planning

University of California, San Francisco Foundation (UCSF)

Judy has been involved in development for 25 years. In her current position, she has served as Associate Director of Gift and Endowment Planning at the UCSF Foundation for the past 8 1/2 years. She handles bequests, life income gifts including gift annuities and charitable remainder trusts, and endowment gifts for UCSF. She has also served as a probate and trust attorney and mediator for the past 35 years in San Francisco. She earned her JD from Hastings College of the Law and a BA in Zoology from UC Berkeley. She is a member of the Northern California Planned Giving Council and the Partnership of Philanthropic Giving. Judy has also served on the Alumni Reunion Committee at Hastings College of the Law, as President of the Hastings Child Care Center and North of Market Child Development Center, and as President of her neighborhood association.

2010 San Francisco Fundraising Summit

A relationship approach to fundraising
WHY ATTEND THE FUNDRAISING SUMMIT?
Fundraising is primarily a relationship business, and with increasing pressures facing all nonprofit professionals to build key relationships, it is becoming more important, though much more difficult to meet people face-to-face. Our innovative Summit format provides the most efficient and cost effective use of time away from the office by enabling attendees to interact with experts in the field, as well as other nonprofit leaders.

CAN ONE ATTEND SPECIFIC SESSIONS ONLY?
We understand the demands that are placed on you and on your time. That’s why you can attend only the seminars that are of interest to you. Come for the day or stop by for a couple of hours. You pay for only the seminars you wish to attend and only for the information relevant to you. It’s a novel approach to learning that allows you to get exactly what you’re looking for in a short amount of time. You can also sign up for a two-day pass and attend all sessions at a reduced price.

WHAT IS THE FORMAT OF THE SEMINARS?
Each seminar features a panel of 3-4 experts who will break down the fundraising process into a series of phases with measurable outcomes and action steps for each phase. During the seminar, panelists will engage with the audience in an interactive manner to ensure that the sessions are educational and also fun to attend.

ONE-ON-ONE MENTORING SESSIONS
In 2010, we are adding an exciting new component to our Summits: one on mentoring sessions. In these 30 minute sessions, you can sit down with an experienced nonprofit fundraiser to discuss specific questions not addressed by the seminars. Mentoring sessions will cover the same topics as the seminar topics.

HOW IS THE SUMMIT DIFFERENT FROM OTHER EDUCATIONAL EVENTS?
The Summit offers a unique format to help you accomplish the following:

Build relationships: to ensure maximum exposure to the experts and other nonprofit leaders, each seminar offers structured networking before the session starts
Hear different perspectives: the experts are drawn from different sectors of the nonprofit community to ensure cross-pollination of ideas and practices
Provide a global view: speakers give an overview of key issues so that you can eliminate any gaps in your understanding of the subject
Drill down to the specifics: speakers will also focus on providing specific answers to real-world questions that are common to most attendees
Obtain information you can use: the emphasis in all sessions is on avoiding theoretical discussions in favor of practical tools and techniques that nonprofit leaders can actually use

WHO IS RESPONSIBLE FOR THE SUMMIT?
The Summit is organized by the Center for Nonprofit Success, a nonprofit organization that specializes in bringing highly relevant information that nonprofit leaders need to run their organizations successfully. We developed the Fundraising Summit series as a follow-on to the Nonprofit Success Forum, a highly successful educational series on grantmaking that has been taking place around the country for the past two years. The Fundraising Summit drills down into specific areas of fundraising to give nonproft leaders cutting edge tools and techniques.

HOW DO I REGISTER FOR THE SUMMIT?
Simply click on the seminars listed below to learn more about the topics that will be covered in each seminar. Then select only those seminars that you wish to attend.

Location/Directions

The Summit will take place at the Event Center at St. Mary’s Cathedral. St. Mary’s Cathedral is easy to reach by public or private transportation. The full address is:

The Event Center
Saint Mary’s Cathedral
1111 Gough Street
San Francisco, CA 94109

Public Transportation
St. Mary’s Cathedral is accessible by both Muni Bus and BART.

Muni Bus: The Van Ness Station is the closest Muni stop. Take #38L route (not Limited), which runs along Geary or take #47 route or #49 route, which run along Hwy 101 to the Van Ness station. To walk from the Van Ness Station to St. Mary’s Cathedral, walk to the West (left) on Geary for two blocks. You will cross Franklin. St. Mary’s Cathedral is on the corner of Gough and Geary.

BART: The Civic Center Station is the closest BART stop and is 1.59 miles from St. Mary’s Cathedral. To walk from The Civic Center Station to St. Mary’s Cathedral, start out going southwest on Market Street toward Hyde Street. Turn right onto Hayes Street. Turn right onto Van Ness Ave/US-101. Turn left onto Geary Blvd. Turn right onto Franklin Street. Turn left onto Sutter Street. Turn left onto Gough Street.

Directions by Car

From East Bay (Bay Bridge)
If traveling from East Bay (Bay Bridge) take the 9th Street Exit. Go one block, and then turn right onto 9th Street. Stay in the two right lanes – 9th Street turns into Larkin. Stay on Larkin until Ellis and turn left. Just past Gough and the high school, make a right into the parking lot of the Cathedral.

From The Golden Gate Bridge
If traveling from The Golden Gate Bridge take the Lombard Street turnoff, continue on Lombard to Gough and turn right on Gough. Follow Gough across Geary. The parking lot has two driveways on the Gough street side of the Cathedral.

From the South Bay
If traveling from the South Bay you can take either 280 to Highway 101 North or take 101 North directly. From 101 North stay in the extreme left hand lane. Take the 9th Street Exit. Stay in the two right lanes – 9th Street turns into Larkin. Stay on Larkin until Ellis and turn left. Just past Gough and the high school, make a right into the parking lot of the Cathedral.

Parking at the St. Mary’s Cathedral
There is limited visitor parking in the lot at St. Mary’s Cathedral. It is free to park at the church. If the church lot is full, the closest parking is the Japan Center Main Garage located at 1610 Geary Blvd San Francisco, CA 94115 about 3 minutes/0.8 miles away.

Directions to Japan Center Main Garage: Go South on Gough Street. Turn left onto Eddy Street. Turn left onto Franklin Street. Turn left onto Geary Blvd.

Hourly Parking Rates at Japan Center Main Garage:
0-1 Hour     $ 1.75
1-2 Hours     $ 3.50
2-3 Hours     $ 5.00
3-4 Hours     $ 6.50
4-5 Hours     $ 8.00
5-6 Hours     $ 9.50
6-7 Hours     $ 11.50
7-8 Hours     $ 13.50
All Day In and Out Rate     $ 15.00
Early bird special $ 9.50 per day (Must enter by 10:00 a.m. and exit before 10:00 p.m.)
Motorcycle (2 wheels)     $ 4.00 per day

Hotel Accommodations

Most hotels near St. Mary’s Cathedral are within the $139-$269 per night range. The following hotels are within a one-mile radius of the hotel.

1. Cathedral Hill Hotel BOOK NOW .19 miles from venue

2.    Hotel Majestic BOOK NOW    .2 miles from venue
3.    Hotel Kabuki                                   BOOK NOW              .23 miles from venue
4.    Best Western Hotel Tomo          BOOK NOW                .4 miles from venue

5. Holiday Inn Golden Gateway BOOK NOW .4 miles from venue

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One-on-one mentoring

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