Planned gifts can play a transformative role in the long-term sustainability of nonprofit organizations, yet many nonprofits feel unprepared to guide or support donors who express interest in these types of gifts. This program will explore what nonprofits should discuss with donors who are considering a planned gift and why it is critical for organizations to be active participants in those conversations. Join us for a discussion highlighting key topics nonprofits should be prepared to address with donors, including common planned giving vehicles, donor motivations, documentation considerations, and the importance of coordinating with professional advisors.
Kristin Capritto
Partner, Downey Brand, LLP
Kristin N. Capritto is a partner at Downey Brand, LLP, in Sacramento, California. She works with high-net-worth families and individuals to effectuate their wealth transfer and succession planning goals, and regularly advises clients in connection with entity formation and management, including tax-exempt entities and private foundations. Her practice includes agricultural related real estate transactions and the transition of Ag-related businesses to successor generations. She also litigates trusts and estates matters in state and federal courts.
Ms. Capritto is regularly invited to present on estate planning, transfer tax, and fiduciary matters at leading programs, including the Hawaii Tax Institute, the California Lawyers Association Estate and Gift Tax Conference, Continuing Education of the Bar (CEB), as well as various county bar associations and charitable organizations.
As Downey Brand’s Pro Bono Partner, Ms. Capritto has been nationally recognized for her work representing undocumented and unaccompanied minors, as well as for her representation of incarcerated individuals in civil rights cases. She has received more than 300 hours of advanced mediation training and has facilitated mediations and conflict management processes domestically and abroad.
Ms. Capritto received dual bachelors’ degrees from California State University, Chico, in Political Science and Philosophy, her master’s degree in conflict resolution from the Heller School for Social Policy and Management at Brandeis University, and her law degree from University of the Pacific, McGeorge School of Law, where she also served as adjunct professor.
Member Registration – $35.00
Non-Member Registration – $50.00
Lunch is included
This program is sponsored by our host:
