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Guest Speakers

Gregory W. Baker, JD

Executive Vice President, Legal Services

RenPSG

Jared Callister

Attorney

Fishman, Larsen & Callister

Schedule

General Session: Planting the Seeds of Charitable Giving Strategies with Complex Assets with Greg Baker

Breakout Session 1: Charitable Contribution Rules: What Every Nonprofit Should Know with Jared Callister

Breakout Session #2 (for development officers): CRTs Created by Corporations, LLCs, and Partnerships with Greg Baker

Lunch Panel: You Don’t Need To Be A Millionaire – or Set up a Charitable Remainder Trust – to Inspire and Make A BIG Difference with moderator Ashley Swearengin

CVCCGP, formerly known locally as “Leave a Legacy” and “San Joaquin Valley Planned Gifts Council”, began as a planned giving outreach education effort of the Central Valley Community Foundation (CVCF).  CVCCGP is led by a small board including members of CVCF as well as local advisory and nonprofit professionals. The local CVCCGP board works to raise awareness of the benefits of planned giving along with offering technical information about how to cultivate planned gifts. The goal is to stimulate more philanthropic giving throughout the Central Valley. 

CVCCGP is part of the National Association of Charitable Gift Planners, the leading organization setting standards for charitable gift planners, bringing members together to learn, connect, and advocate. We provide education and resources that enrich and advance careers and provide access to peers at all levels, including those who defined the field. We exist to serve our distinguished profession. 

We help advance the art and science of complex giving.