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Upcoming events

    • 07/31/2025
    • 11:30 AM - 1:15 PM
    • Salvation Army, 3755 N Freeway Blvd, Sacramento, CA 95834
    Register

    We will all have that moment in our careers where a gift that seemed to be going well suddenly goes wrong or where a completed gift, either one of your own or one by a predecessor, is now clearly in trouble. While our training is often around how to set-up gifts correctly, we rarely get a peek at how to handle things when the unexpected occurs and things start to go awry. In this session, we’ll share real examples of gifts we and our peers have experienced and share the fact patterns that highlight red flags to look for, how to build gift policies and procedures that help you vet gifts and donors, and how to communicate with donors about mistakes and challenges in ways that build confidence and trust.

    In a profession where we’re often expected to be experts in a lot of things (Real estate! Stock! Taxes! Art! Jewelry! Stamps?), how do you navigate the complexity and figure out a path forward when it seems to be going wrong?



     Meet Our Presenters


    Amanda Kiernan Martin, JD

    Executive Director

    Mills-Peninsula Hospital Foundation






    ​Patience Boudreaux​, MBA, CSPG, CFRE​
    Philanthropy Executive

    Adventist Health and Rideout




    Member Registration – $35.00

    Non-Member Registration – $50.00

    Lunch is included



Older/Archived Programs: Members: Log in to access past program materials for events marked with *

2024 Programs

09/26/2024: Lessons from History: Reviewing Past Planned Gifts to Influence Future Successes with Brian Casey and Carrick Davis, U.C. Davis
07/25/2024: P.I.V.O.T. to Turn Planned Gift Inquiries into Planned Gifts with Karen Piel & Delinda Rood
05/23/2024: Data-Informed Gift Planning: Using Research to Help Donors and Improve Your Program with Joe Bull
04/25/2024: Who Can You Trust to be Your Trustee? Trust Department & Private Fiduciary Panel with Tammi Griswold, Alysia Corell and Walcott & Hartin
04/04/2024: Weaving Planned Giving Into Your Donor Conversations with Melanie J. Norton, Senior Philanthropic Advisor, US Bank
02/15/2024: Gift Acceptance Policies: A Call to Action! with Michael Davis, Senior Philanthropic Advisor, U.S. Bank

2023 Programs

12/21/2023: Annual Meeting and Holiday Mixer
10/19/2023: Negotiating for Success 2.0 with Michael T. Colatrella, Jr., McGeorge School of Law
09/21/2023: Philanthropy Always Sounds Like Someone Else: A Portrait of High Net Worth Donors of Color with Hali Lee, Radiant Strategies
08/17/2023: Empowering Non-Profits: Creative Strategies for Prospect Research and Planned Giving with Brian Casey, Carrick Davis, and Becky Cuneo, UC Davis
06/15/2023: Creating Donor Momentum with Sequential Marketing for Planned Gifts and Major Gifts of Assets with Andy Ragone, CGPP and Kimberly Jetton, Pleiades Nonprofit Advisors
05/18/2023: 10 Warning Signs of Alzheimer's with Alexandra Castillo-Weisgerber, LCSW, Alzheimer’s Association, Northern California & Northern Nevada Chapter
03/16/2023: Demystifying Estate Planning – Exploring the Myths and Realities of Proper Planning with Rebecca A. Gardner, HMS Law Group LLP
02/16/2023: Knives out! What You Need to Know About Trust and Estate Disputes with Jeff Galvin and Jake Smite, Downey Brand LLP

2022 Programs

11/17/2022: Annual Member Meeting with Michael T. Colatrella, Jr., McGeorge School of Law
10/20/2022: Making a Mark: How Donors Can Use Their Replacement Plans to Create a Charitable Legacy with Monika Reyes
09/15/2022: Planned Giving 101 Workshop with Craig Wruck
08/18/2022: Friends for Life: Stewarding Planned Gifts with Lisa M. Chmiola, M.S., CFRE ()*
04/21/2022: The Top Three Ways to Use Life Insurance in Charitable Planning with Paul M. Caspersen, CFP, MS, AEP ()*
03/17/2022: Doing DAFs Right & Why You Should be Leveraging DAFs to Achieve Long-Term Fundraising Success with David Russo and Lisa Barr ()*
02/17/2022: Family Foundations: The Next Generation with Vivian Long, Executive Director, Long Family Foundation ()*

2021 Programs

11/18/2021: CFRE, CSPG, CAP Fundraising Certifications: What's the Difference and What's Right for Me? A panel discussion
10/21/2021: Inside the Mind of the Planned Giving Donor: What Neuroimaging and Experimental Research Reveal About Donor Motivations
09/16/2021: Incorporating Planned Giving in your Year-end Giving Program
08/19/2021: The Future for Social Justice and Philanthropy
06/17/2021: Strengthening Your Virtual Ask
05/20/2021: Utilizing Transitions and Building Donor Understanding
04/15/2021: Qualification Essentials and the Use of Probing Questions
03/18/2021: Understanding Trends and Building Confidence

Note: Current Members can log-in to access past program materials.

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© 2025 ​Planned Giving Forum of Greater Sacramento
Elk Grove, CA 95624