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2019 Conference Speakers

ELIZABETH BAWDEN

Partner; Withers Bergman LLP

Elizabeth A. Bawden is a partner in the Los Angeles office of Withers Bergman LLP. She focuses her practice on estate planning, planned giving and tax-exempt organizations. As part of the U.S. Trust, Estate and Charitable Planning Group, she represents individual clients in planning their estates and making charitable gifts, and also represents charitable clients guiding them in their gift planning programs and helping them navigate and steward complex gifts. Elizabeth is certified as a Legal Specialist in Estate Planning, Trust and Probate Law by the California Board of Legal Specialization and is a fellow in the American College of Trust and Estate Counsel (ACTEC). She earned her bachelor’s degree from Wheaton College and her law degree from the University of California School of Law, Los Angeles.

STEPHANIE BUCKLEY

Sr. Regional Fiduciary Manager; Wells Fargo Private Bank

Stephanie Buckley serves as Senior Vice President and Senior Regional Fiduciary Manager of Philanthropic Services within The Private Bank. Wells Fargo Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services. Stephanie leads a team of experienced specialists that provides philanthropic advice to Wells Fargo clients throughout the Southwest and California Regions, which includes Arizona, California, Nevada, New Mexico, Oklahoma and Texas. She is responsible for enhancing our philanthropic offering to clients, helping her team deliver exceptional client service, and managing risk within her region.
Prior to joining Wells Fargo, Ms. Buckley worked at Pepperdine University for over 10 years as an associate vice chancellor of the Center for Estate and Gift Planning. There she worked with current and prospective donors to structure gifts in the most tax efficient manner, including identifying and creating estate and financial planning tools specific to each donor’s needs. She also served an associate vice chancellor at the law school where she raised major gifts, managed the school’s board of visitors and taught as an adjunct faculty member. Stephanie has worked in philanthropy for more than 18 years.
Ms. Buckley earned a BA degree in Economics with high honors from the University of California, Santa Barbara, a JD with a specialization in business law from the University of California, Los Angeles School of Law and an LLM in taxation with honors from Loyola Law School in Los Angeles.
Ms. Buckley is a member of the State Bar of California, on the editorial board for Planned Giving Today, a former trustee for Heifer International Foundation and a past president for both the Los Angeles Council for Charitable Gift Planners and the Planned Giving Council of Ventura County. She serves on the faculty of the American Institute for Philanthropic Studies and formerly taught at UCLA Extension. Ms. Buckley is a former college gymnast.

REYNOLDS CAFFERATA

Partner; Reynolds, Horri, Choi & Cafferata, LLP

Reynolds T. Cafferata is a partner at a tax law firm, Rodriguez, Horii, Choi & Cafferata LLP, and represents charitable organizations and donors on a wide range of issues related to charitable giving, governance, charitable trust litigation, tax, and regulatory compliance.  Mr. Cafferata’s clients include universities, hospitals, community foundations, private foundations and other large non-profits as well as banks, trust companies and philanthropists.  Mr. Cafferata is a frequent speaker and writer on charitable topics, adjunct professor at the USC Gould School of Law, a member of the USC Tax Institute Planning Committee, member of the American College of Trust and Estate Counsel, past board member of the National Committee on Planned Giving, and past chair of the National Conference on Planned Giving.

KEVIN CAUSEY

Vice President; Montage Health Foundation

Kevin Causey most recently served as the President of Saint Francis Foundation in San Francisco, where he was charged with leading the organization, whose mission is to serve Saint Francis Memorial Hospital and the community that the Hospital serves. He oversaw Board relations and development, grant-making processes, fundraising operations, and financial/operational management. Through the Foundation, he launched and lead the Tenderloin Health Improvement Partnership. Tenderloin HIP is a collective impact-based project whose goal is to coordinate the efforts of more than 140 agencies doing social service, philanthropic and business development work in the Tenderloin neighborhood of San Francisco, historically one of the most distressed urban neighborhoods in America.

He has an extensive background in nonprofit leadership and development, most recently serving as Director of Development for SFJAZZ, where he was responsible for the planning and execution of the $65 million capital campaign that resulted in the completion and recent opening of the SFJAZZ Center, to local, national and international acclaim.

Before moving to San Francisco, Causey worked for several organizations in Colorado in key leadership and fundraising capacities. He served as Executive Director of the Historic Elitch Theatre Foundation; National Director of Major Gifts for Outward Bound USA; and as Director of Development for both Kempe Children’s Foundation and Naropa University. He also has an extensive background in the performing arts, having served as the executive and artistic director for two theaters; he has performed in, directed or produced dozens of productions of film, theatre and television. He studied at the School of Drama, Television and Film at the University of Southern California.

Currently he is Chair of the Boards of Outward Bound California and the Playwrights Foundation, and serves on the Boards of Directors of the San Francisco Chamber of Commerce Foundation and the Tenderloin Museum.
Kevin is a Presidential Leadership Scholar, class of 2016

NATHAN FAY

Associate Vice President, Prospect Development; City of Hope 

Nathan is a leading figure in the nonprofit industry and currently serves as Associate Vice President of Prospect Development at City of Hope, one of the nation's top National Cancer Institutes. Previously, he spent over 11 years in various roles at Stanford University, including 7 years as Director of Data Analytics and Prospect Research for the Children's Hospital. In addition, Nathan is a sought-after speaker in management philosophy, business intelligence and artificial intelligence. He is a scholar of philosophical systems with an emphasis on applying philosophy and technology to create a more socially just society. He coined the term "Precision Philanthropy" to refer to a future-state, cybernetic structure, that utilizes artificial intelligence technologies to dramatically enhance efficiency in the nonprofit sector. Nathan is the author of Precision Prospect Development. He currently serves on the Artificial Intelligence in Advancement Advisory Council.

JAY HARVILL

Director, Gift Planning; Methodist Hospital Foundation

Jay is the director of gift planning at Methodist Hospital Foundation and has been leading the organization’s gift and estates program since 2005. He came to the non-profit world from a career in banking and has been enjoying his service in the charitable field for the past 20 plus years.
Jay has been an active member with PGRT since 1996. Jay has served on the board, and later as president. Over the years, Jay continued to participate in his field through various committees in both the Western Regional Planned Giving Conference and National Philanthropy Day.
Jay has also served on the boards of Arcadia Rotary Club, and San Gabriel Valley Habitat for Humanity, where he traveled to Nepal to build homes for the underprivileged. He is a member of the San Gabriel Valley Estate Planning Council and Fiduciary Round Table. At the hospital, Jay serves as member of the No One Dies Alone (NODA) and Clinical Pastoral Education programs.
When not working, Jay enjoys hiking the local mountains, supporting his son’s weekend sports games, reading books on American history, and working in his wood shop creating nothing out of block of wood.

PETER HAYASHIDA

President; University of California, Riverside Foundation

Peter Hayashida was appointed president of the UC Riverside Foundation and vice chancellor for advancement at the University of California, Riverside in 2009. He oversees development, alumni engagement, university communications, and advancement administration, and serves as CEO of UCR’s institutionally related 501(c)(3) foundation.
Hayashida previously worked for 19 years at UCLA in a variety of roles including assistant vice chancellor for external affairs. He earned a Bachelor of Arts degree in communication studies from UCLA and an M.B.A. from California State University, Northridge.
A past trustee of the Council for Advancement and Support of Education (CASE), Hayashida serves as faculty member for the CASE Summer Institute in Educational Fundraising. He served for a decade on the board of directors of the Los Angeles LGBT Center, the world’s largest provider of healthcare and human services to the LGBT community He speaks and writes on issues of leadership, diversity, and fundraising.

SHELLEY HOSS

President; Orange County Community Foundation

Shelley Hoss has combined the best of the nonprofit and corporate worlds for community good for over 30 years. Since May 2000, she¿s served as President of the Orange County Community Foundation (OCCF), whose mission is to inspire a passion for lifelong philanthropy, faithfully steward donors¿ intentions, and catalyze sustainable community impact. Under Hoss¿ leadership, OCCF has grown dramatically. Annual grant and scholarship awards have surged more than ten-fold, from $5 million when she joined in 2000 to nearly $80 million in 2018. OCCF has now awarded nearly $600 million in grants and scholarships since its inception in 1989. 

BRITT JOYCE

Director of Endowments & Foundations / Co-Chief Investment Officer; Regatta Capital Group

Britt Joyce, CFA, CFP® has been managing and analyzing clients’ investments since he joined the industry in 2003. After Mr. Joyce spent many years analyzing investments for several of the country’s largest institutional clients including well known foundations, he was eager to begin working face-to-face in helping smaller endowments and foundations as well as individuals and families with their investments and important financial planning decisions.
He puts his analytical experience and strong educational background to good use for his clients through investment portfolio management and financial planning. This background also makes him particularly well qualified to be the investment advisor to endowments, foundations and the people involved with these organizations.
Mr. Joyce is raising his family in Hermosa Beach, California, not far from where he grew up. He is a board member and Treasurer for GrowingGreat and a supporter of several other organizations, primarily around Los Angeles.

BILL KNOX

Director, Technical Consulting; TIAA Kaspick

Bill joined TIAA Kaspick in 2012 as the Director of Technical Consulting.  He provides expert tax and technical advice to Kaspick and its client charities in all aspects of planned giving and gift administration.  Bill has worked for more than a 14 years in the field of philanthropy and charitable organizations.  He serves as the legal expert to a number of charitable affinity groups and regularly presents on a variety of topics at both regional and national events.  Bill holds a BA in political science from the California State University, Chico.  He received his JD from the Columbus School of Law at the Catholic University of America in Washington, D.C. and his LL.M in Tax from Loyola Law School, Los Angeles, CA.  

BILL McDERMOTT

Chief Development Officer; Los Angeles LGBT Center

Bill McDermott leads the fundraising team responsible for raising nearly $12 million through special events, planned and sustained giving, membership, corporate sponsorships and more. He is also helping manage the Anita May Rosenstein Campus Capital Campaign raising over $50M to date. Prior to joining the Center in January 2011, Bill served as the Director of Development for the Stonewall Community Foundation, the local LGBT Community Foundation in the New York region. Not-for-Profit development work is Bill's third career. He was a Roman Catholic priest in the diocese of St. Paul and Minneapolis but left the church principally because of its anti-LGBT teachings and his desire to be true to himself. He was fortunate to enter the personal computer business at the ground floor in sales and marketing, first working for Tim Gill at Quark, Inc. then with Apple Computer, Inc. for 14 years. It was after meeting Lorri L. Jean and getting a whirlwind introduction to all the services the Center offers that Bill received his job offer. He chuckles and says that he has worked for God, Steve Jobs and now Lorri and doesn't know which was more persuasive. Bill says working at the Center has helped him capture a sense of personal inspiration similar only to what he experienced as a priest. As a NYC transplant to Los Angeles, Bill is engaging and connecting with Angelenos and is already serving on an advisory committee with the Liberty Hill Foundation and a Co-Chair of the OutFund Giving Circle making grants to emerging LGBT organizations. 

DAVID NEWMAN 

Partner; Mitchell, Silberberg & Knupp, LLP

David Newman chairs the Charitable Sector Practice at the Los Angeles law firm of Mitchell Silberberg & Knupp.  For what seems to him like forever he has advised families and individuals concerning their foundations and other philanthropy, as well as charitable organizations and their donors on the legal and tax aspects of charitable gift planning.  He also advises these organizations on transactional and governance matters.  David is a former board member of both the National Committee on Planned Giving and the American Council on Gift Annuities.  David received the Dana Latham Award from the LA Tax Bar, for lifetime achievement in the field of taxation, and he volunteers for the Los Angeles Regional Food Bank, because it makes him crazy that hundreds of thousands of residents of a wealthy metropolis lack food security.  He serves on the board of the California Community Foundation.

JIM NORMANDIN

Normandin & Associates

Prior to launching his consulting practice in 2016, Jim spent 32 years with Memorial Medical Center Foundation the last 10 years as President. He has extensive experience in the design, implementation and management of charitable plans, from simple to complex, designed to meet the financial, estate and philanthropic goals and objectives of the client. His frequent seminars and speaking engagements to professional audiences across the country have earned him a reputation as one of the leading specialists in the Charitable Gift and Tax Planning field. Jim counsel's individuals and families and their advisers on the best method to optimize income, minimize taxation, facilitate meaningful wealth transfer and meet their philanthropic objectives. For Non-Profit Organizations he assists with the design, implementation and management of all aspects of a successful planned giving program. Jim is co-founder and faculty of The American Institute for Philanthropic Studies, an independent, public educational foundation devoted to increasing awareness, training, and participation of planned giving professionals and the legal, tax, and financial communities in charitable giving. Successful completion of the course curriculum, presented in six modules, leads to a professional designation of Certified Specialist in Planned Giving (CSPG cm). An Eagle Scout and graduate of California State University Long Beach, he published and co-edited The Charitable Alternative newsletter for planning professionals and is a member of the Orange Coast Estate Planning and Trust Council and Planned Giving Roundtable of Orange County. Currently, Jim, serves on the boards of Boys' and Girls' Club Long Beach, Rancho Los Cerritos, California State University Long Beach 49er Foundation and Farmers and Merchants Trust Company. Jim resides with his wife Peggy in Costa Mesa, California, where they raised their three sons. Cell: (949) 244-8054 Email: [email protected] 

DR. STEVEN PACKER

President/CEO, Montage Health

Dr. Steven Packer was appointed as President/Chief Executive Officer of Montage Health and its related corporation in January 1999. Prior to this appointment Dr. Packer served as Chief of Staff at Community Hospital of the Monterey Peninsula (1997-1999) and was Medical Director of Community Hospital's Intensive Care Unit for 11 years. A graduate of UCSF School of Medicine; he also completed Internal Medicine training there. A pulmonary and critical care fellowship followed at UC Irvine, and he attended the Stanford Executive Program at Stanford's Graduate School of Business in 1999. In 2009, Dr. Packer was awarded a Walker-Sullivan Fellowship by the California Health Foundation and Trust, funding his study of mass casualty incident response in Israel. In 2012 Dr. Packer served on “Let’s Get Healthy California Task Force”, a group convened by California’s Secretary of Health and Human Services. Dr. Packer is active in community and industry affairs and serves on the boards of the California Hospital Association (Past Chair), VHA West Coast, and NORCAL Mutual Insurance Company.

JANE PEEBLES 

Principal; Karlin & Peebles, LLP

Jane Peebles is a senior partner in the law firm of Karlin & Peebles, LLP in Los Angeles, California. Her practice is concentrated in the areas of sophisticated estate and charitable planning for U.S. and international clients. Jane has 30 years’ experience representing high net worth families, entrepreneurs, philanthropists and nonprofits. She is a certified specialist in Estate Planning, Probate and Trust Law, a Fellow of the American College of Trust and Estate Counsel, and an 11 year Southern California Super Lawyer. Jane has also been recognized as a Best Lawyer in America in the specialty of Trusts and Estates each year since 2008.

ANDY RAGONE

West Coast Marketing Representative; Crescendo

Before coming to Crescendo, Andy has been in the marketing and systems development trenches for the past 25 years in the context of the local church.  Andy offers a holistic non-profit marketing perspective and is passionate about applying best practices for current content-driven marketing efforts.

JUAN ROS

Financial Advisor; Forum Financial Management, LP

Juan C. Ros, CFP, AEP, CSPG joined Forum Financial Management, LP in November 2018 as a Financial Advisor. Most recently, Juan was a Partner and Vice President at Lamia Financial Group, Inc., which joined with Forum in January 2019. Prior to joining Lamia, Juan held various gift planning and major gift positions at the Ronald Reagan Presidential Foundation, Occidental College and the ALS Association, helping to raise millions of dollars in current and deferred gifts.
Juan works closely with legacy-minded families and business owners to enhance, protect and help transfer their wealth, particularly when charitable planning is involved.

CLAUDIA SANGSTER

Director of Family Education & Governance; Northern Trust

Claudia has over 30 years of experience in advising individuals and families in financial education, family governance and philanthropy.

EDUCATION
Claudia earned a Bachelor’s degree, Summa Cum Laude, from Pepperdine University, and a JD, Magna Cum Laude, from the University of Houston, College of Law.
EXPERTISE
Claudia B. Sangster is the Director of Family Education and Governance in Wealth Management at the Northern Trust Company. In this role she designs the firm's advisory capabilities in financial education, family decision-making, and relationships around money and wealth. Claudia collaborates with clients, their advisors and Wealth Planning partners in identifying and establishing appropriate educational programs and governance structures for multi-generational families in order to prepare family members to steward the wealth, to enhance family unity and to help sustain all aspects of the family’s capital—financial, intellectual, human and social. She works with families to create their legacy of wisdom, wealth and giving through multiple generations.
CREDENTIALS
Claudia is a frequent speaker and author on topics including values, finance and family legacy, as well as trends in family education, governance and philanthropy.
COMMUNITY INVOLVEMENT
Claudia is a Founding Partner of Social Venture Partners in Los Angeles, current Board Chair of the Associated Women for Pepperdine, current board member of the Prostate Cancer Research Institute of Los Angeles, Advisory Board Member Emeritus of the Preston Robert Tisch Brain Tumor Center at Duke University Medical Center and Chairperson of the Board of Trustees of the Nicholas Endowment.

MARIE SCHULTZ

Assistant Vice Chancellor for Development; University of California, Riverside

 

Marie Schultz is Assistant Vice Chancellor for Development at the University of California, Riverside. She oversees academic unit-based development efforts at the major and principal gift level for her alma mater. As a member of the Development Leadership Team, her responsibilities intersect all aspects of fundraising at UCR, which produces more than $35 million of annual private support.
With two decades of higher education fundraising experience, Marie has deep expertise in major and principal gift fundraising and a broad background in staff management, advancement services, and annual giving. She works closely with academic and administrative leaders to support strategic fundraising projects and activities as part of UCR’s first comprehensive effort, Living the Promise: The Campaign for UC Riverside.
Marie earned a Bachelor of Science degree in Environmental Science from the University of California, Riverside College of Natural and Agricultural Sciences and an M.B.A. from the University of Redlands.

 

NATHAN STELTER

The Stelter Company

Nathan Stelter is vice president of business development and marketing for The Stelter Company, a leading source for gift planning marketing for the nonprofit community. The Stelter Company, which was founded in 1962, currently serves more than 1,500 organizations nationally with a staff of over 100 individuals.

Nathan’s responsibilities include product development, strategic partnerships, marketing consultation, client services and corporate marketing. His primary concentration is on overseeing Stelter's consulting and marketing teams and using his expertise and experience to strategize with all Stelter's regional consultants and key accounts to develop distinct marketing solutions that meet each nonprofit's unique planned giving needs.

Nathan’s expertise places him in high demand as a lecturer at national and regional industry meetings on gift planning marketing trends, relationship building skills, and cutting-edge donor and fundraising research. He has been quoted in Planned Giving Today and other trade publications and is a past board member of the National Capital Gift Planning Council (Washington, DC) and current member of the Mid-Iowa Planned Giving Council.

Nathan is a graduate of the University of Iowa with a B.B.A. degree in marketing. When not at his Stelter desk, Nathan enjoys spending time with his growing family, CrossFit, playing soccer, bicycling and being a loyal Iowa Hawkeye fan. He and his wife, Nora, have relocated to Des Moines, Iowa, after spending eight years in Alexandria, Va. They are the proud parents of three children, Ben, Brody and Brynn.

CRYSTAL THOMPKINS

National Director, Gift Planning Services; BNY Mellon

Crystal is National Director of Gift Planning Services for the BNY Mellon Wealth Management Planned Giving group. In this role, she is responsible for managing the client relationship teams in Boston, Massachusetts and Greensboro, North Carolina. She also works directly with large, complex clients on all aspects of their planned giving programs and coordinates resources throughout BNY Mellon to provide support and expertise.

Crystal joined the firm in 2006, when Mellon acquired U.S. Trust's planned giving business. She has more than 18 years of experience in the planned giving business, including charitable trust tax preparation and tax process management.

Crystal received a bachelor’s degree in accounting from Winston-Salem State University and is a Chartered Advisor in Philanthropy® and a Certified Specialist in Planned Giving. She is a member of the National Association of Charitable Gift Planners and serves on the boards of the American Council on Gift Annuities (ACGA) and the Winston-Salem State University Foundation. 

RACHEL TICHAUER

Financial Adviser; Kadima Financial and Insurance Solutions

Rachel Tichauer is the principal financial adviser of Kadima Financial and Insurance Solutions in Manhattan Beach. Since 2013 Rachel has worked with a variety of non-profit organizations and family charitable trusts to design and implement planned giving strategies. Rachel’s passion for non-profit involvement builds upon the strong foundation her parents ingrained in her from a young age and she strives to pass that legacy on to her family. The word kadima is Hebrew for ‘forward’ which supports her mission to develop forward thinking out of the box solutions for her clients. Beginning her career with a national company, she founded her firm to serve organizations and families with insurability and funding complexities larger firms may have limitations maneuvering. Mrs. Tichauer is a member of Long Beach Rotary, serves on the Orange County Board of Directors for Jewish National Fund as the major gifts chair and serves on a variety of committees for the Jewish Federation and Foundation in Long Beach. 

RAY WATTS

Senior Associate VP for Advancement; University of Redlands

Raymond W. Watts, CSPG, is Senior Associate Vice President for Advancement and Senior Philanthropic Advisor at the University of Redlands, and has served the University since 2002. Ray manages the Development/Philanthropy team at the University, and oversees all University philanthropic outreach efforts, working closely with Trustees, the President and the Vice President for University Advancement to achieve organizational goals. Before assuming the role of AVP at Redlands in 2007, Ray served for 5 years as Director of Development, overseeing the major gift fundraising for the historic Centennial Campaign. 

RUSSELL WILLIS

Consultant; Planned Gift Design Services

Russ works as a consultant with nonprofits, donors, and their advisors in structuring charitable contributions of business and real property interests to serve the mutual advantage of all parties. He also provides legal research and advice on income and transfer tax planning more generally.
Russ is a frequent speaker at regional and national conferences on planned giving. He has an undergraduate degree in English literature from Indiana University in Bloomington and a master's in English from the University of Chicago. He earned his J.D. at St. Louis University and his master's in taxation law at Washington University in St. Louis, Missouri.
Last year Russ launched an online newsletter, the Jack Straw Fortnightly, analyzing current developments in the law -- both tax and nontax -- concerning the transfer of private wealth in this country.