This exciting event offers a wide variety of topics of interest to professional advisors, nonprofit executives, board members, donors and others involved in charitable giving. CPAs and attorneys will have the opportunity to earn continuing education credits. Additionally, the Summit provides the perfect forum to meet and network with other philanthropically minded people from around the Valley. A FORUM FOR DONORS, CHARITIES & ESTATE PLANNERS presented by: TUESDAY, NOVEMBER 12, 2013 • 7:45am - 5:00pm HUTCHINS STREET SQUARE • LODI, CA “The best use of life is to invest it in something which will outlast life.” – WILLIAM J AMES
Transcript
This exciting event offers a wide variety of topics of interest to professional advisors, nonprofit executives, board members, donors and others involved in charitable giving.
CPAs and attorneys will have the opportunity to earn continuing education credits. Additionally, the Summit provides the perfect forum to meet and network with other
philanthropically minded people from around the Valley.
A F O R U M F O RD O N O R S , C H A R I T I E S &
E S T A T E P L A N N E R S
presented by:
TUESDAY, NOVEMBER 12, 2013 • 7:45am - 5:00pmHUTCHINS STREET SQUARE • LODI, CA
“The best use of life is to invest it insomething which will outlast life.”
– William James
7:45 AM Registration, Pre-Event Networking & Continental Breakfast
8:15 AM Opening Remarks
8:30 AM KIRST Keynote Speaker: DAN PALLOTTA, The Way We Think About Charity is Dead Wrong
10:00 AM Break
10:30 AM BREAKOUT SESSION #1 (B1)
B1-1 CRETE CARRIE SASS , Sass! PR – Traditional and/or Social: Navigating Your Way Around the Media World
B1-2 KIRST BRIAN YACKER – IRS Hot Topics – What Nonprofits Need to Know to Stay Cool – CE
11:45 AM Break
12:00 NOON Lunch & Networking, Catered by Scooters, Lodi
1:00 PM JUDEE DANIELS – California Plan Your Giving
1:30 PM BREAKOUT SESSION #2 (B2)
B2-1 CRETE ANN LUCAS – From Good Grief! to Good Governance – CE
B2-2 KIRST DANIEL FARgO – Prudent Investing for Nonprofits – CE
B3-2 CRETE gREgORY MEATH – Dangers of Social Media Use and How To Avoid Them – CE
B3-3 KIRST NATHAN wERTH – Grant Writing for Humans: A Primer
3:45 PM Closing Remarks & Drawing
4:00 PM Wine Down – Drawing, Networking & Wine Tasting
5:00 PM Event Concludes
PROGRAM SCHEDULETUESDAY, NOvEMBER 12, 2013
Thank You to Our SponsorsPRESENTING SPONSOR
SILvER SPONSORSBank of Stockton Wealth Management
Beattie & Aghazarian LLPBowman & Company
Downey Brand / Sabrina Schneweis-Coe / Max SteinheimerDrummond & Associates
F&M BankPlatinum Home Mortgage
Sacramento Region Community FoundationValley Financial Services
NONPROFIT TABLE SPONSORSA.g. Spanos Companies / Super Bowl Raffle
Arc San Joaquin / United Cerebral Palsy Association
Child Abuse Prevention CouncilHospice of San Joaquin
Loel Senior CenterNorthern San Joaquin Valley Family
Resource Center Network
San Joaquin Delta Community CollegeSt. Joseph’s Foundation
of San JoaquinSt. Mary’s Dining Room
United Way of San JoaquinUniversity of The Pacific
Women’s Center - Youth & Family Services
SPECIAL THANKS TO THE FOLLOwING:Scott and Kathy Beattie – Wine basket door prize
Blackwater Café – Coffee all dayLincoln Center – Door prize
Lodi Salvation Army Culinary Arts Program – Appetizers
Lodi Winegrape Commission – Wine basket door prizePlatinum Home Mortgage – Wine basket door prize
Vino Farms – WineWine & Roses Hotel – Speaker accommodations
Co-Chairs John, Linda, Scott and Darrell
SCOTT g. BEATTIE
DARRELL DRUMMOND
COLLEEN DAwSON STEwART
ANNETTE gAIL STONE
2013 CFOSJ BOARD OF DIRECTORS
TERESA MANDELLACHAIR
DUANE ISETTIvICE CHAIR
CYNTHIA SOUzASECRETARY
DAvID vAUgHNTREASURER
SCOTT BEATTIEPAST CHAIR
MOSES ELAM, M.D.
ROBERT KAvANAUgH
TED LELAND
CHARLES PATMON, III
DAvID vACCAREzzA
JOHN vERA
LINDA PHILIPPCEO/PRESIDENT
LINDA gUINNvICE PRESIDENT
2013 LCF BOARD OF DIRECTORS
JOHN LEDBETTERCHAIR
NANCY MARTINEzvICE CHAIRPERSON
MARY ANN MAggIOSECRETARY/TREASURER
ROBERT ANDERSON
DARRELL DRUMMOND
NANETTE gREEN
RENEE HALL
RUSS HAYwARD
RON HEIDINgER
SUzANNE LEDBETTER
COLLEEN STEwART
MARILYN STOREY
RENEE HALL
JOHN LEDBETTER
MARY ANN MAggIO
DAvID McCRAY
COMMUNITY PHILANTHROPY SUMMITCOMMITTEE MEMBERS
ABOUT USCommunity Foundation of San Joaquin (CFOSJ)
provides leadership, promotes a culture of giving, and creates resources that address the needs
of our community.
DARYL PETRICK
LINDA PHILIPP
SABRINA SCHNEwEIS-COE
The Lodi Community Foundation (LCF) has been established to help accomplish the philanthropic
goals of our community effectively, efficiently and in a sustainable manner. This is a joint endeavor and we need
you to make LCF and our community a true success.
KEYNOTE SPEAKER
DAN PALLOTTAInnovation Expert & Social Entrepreneur
www.advertisingforhumanity.com
Dan Pallotta is a builder of movements. He invented the multi-day charitable event industry with the AIDSRides and Breast Cancer 3-Days. These events altered the landscape of options for the ordinary individual yearning to make an extraordinary difference.
His work brought the practice of four-figure philanthropy within the reach of average citizens who had never raised money for charity before in their lives. Over 182,000 people of all shapes, sizes, and backgrounds participated in these inspiring, often grueling, long-distance events that raised $582 million in nine years—more money raised more quickly for these causes than any private event operation in history. Three million people donated to the events.
To put this in perspective, the events that Pallotta’s company—Pallotta TeamWorks—created and produced raised more money than the American Express Charge Against Hunger ($21 million), Pepsi Refresh ($15 million), Hands Across America ($34 million), USA for Africa ($66 million), Product (RED) ($150 million), Kiva ($100 million), and American Idol Gives Back ($175 million) combined as of 2011.
Pallotta is the author of Uncharitable: How Restraints on Nonprofits Undermine Their Potential, the best-selling title in the history of Tufts University Press. The Stanford Social Innovation Review said that it “deserves to become the nonprofit sector’s new manifesto,” and it has contributed to a new conversation about economic freedom for the humanitarian sector. His newest book is Charity Case: How the Nonprofit Community Can Stand Up for Itself and Really Change the World, which Robert F. Kennedy Jr. described as “an Apollo program for American philanthropy and the nonprofit sector.”
Speaking to universities, nonprofits, and corporations around the country, Dan Pallotta explores ways organization can support good causes while increasing their own revenue and profits. It’s a perfect win-win situation.
Pallotta’s career as the architect of these heroic journeys for humanity began as an undergraduate at Harvard in 1983 where he chaired the Hunger Action Committee and recruited 38 classmates to join him in bicycling 4,200 miles across America to raise money for Oxfam and to heighten awareness of the plight of the hungry.
He was also, at 21, elected to the school board in Melrose, Massachusetts.
Today, Pallotta TeamWorks has 350 full-time employees in 16 US offices, was the winner of Brandweek’s Best Cause-Related Event Award, and was the subject of a Harvard Business School case study. Its concepts and methods are employed today by dozens of charities in a variety of events throughout the world that raise over $100 million annually for important causes.
Pallotta also created the “Out of the Darkness” suicide prevention events, which brought that issue out into the open and gave its closeted constituents the courage to put the cause on the map. The event concept has netted millions for the cause.
He is the founder and chief humanity officer of Advertising for Humanity, a full-service brand and inspiration agency for the humanitarian sector. He is also founder and president of the Charity Defense Council, a member of the board of Triangle, and a member of the Reason Project Advisory Board. He is a recipient of the Liberty Hill Foundation Creative Vision Award, the Triangle Humanitarian of the Year Award, the Albany State University International Citizen of the Year Award, and the Seven Fund’s Morality of Profit Essay Prize. He is a William J. Clinton Distinguished Lecturer and has spoken at Stanford, Wharton, Harvard Business School, Harvard’s Hauser Center for Nonprofits, Harvard’s Kennedy School of Government, Tufts University, NASA’s Jet Propulsion Laboratory, the Gates Foundation, Hewlett Foundation, and the Milken Institute, among others.
Pallotta is a featured weekly contributor to the Harvard Business Review online.
He has been written about in feature and cover stories in The New York Times, The Los Angeles Times, The Washington Post, and Stanford Social Innovation Review and has appeared on The Today Show, CNN, American Public Media’s “Marketplace,” and on numerous NPR stations, among others.
Find more information at www.advertisingforhumanity.com.
Watch Dan’s TED Talk at www.ted.com.
The Way We Think About Charity is Dead Wrong
TIM DALYMaster Of Ceremonies
News 10′s award winning reporter Tim Daly joined the station in September 1991. Tim is a news reporter/fill-in anchor based in the News 10 San Joaquin Valley newsroom. Although he covers a wide range of stories, including live breaking news, his primary coverage area includes San Joaquin, Stanislaus, Tuolumne, Calaveras, and Amador counties. Tim has filled in as both a news and sports anchor when needed. Through the years, Tim has covered a number of major stories, including the trials Ellie Nesler, Charles Ng, Cary Stayner and Scott Peterson.
GREGORY MEATHDangers of Social Media Use and How To Avoid Them
Gregory Meath is a partner in the law firm of Meath & Pereira in Stockton, CA. He attended Pacific McGeorge School of Law, where he earned a Juris Doctorate as well as a Masters Degree in Transnational Business Law. He is a past president of the San Joaquin County Bar Association, and is an adjunct professor of law at Pacific McGeorge School of Law where he teaches Computer & Internet Law, and at Humphreys College Drivon School of Law where he teaches Special Areas of the Law: Survey of International Law.
After having the opportunity to work in numerous locations throughout the country, and internationally, Mr. Meath’s practice is now dedicated to providing excellence in legal services to businesses in and around San Joaquin County to assure that local businesses have access to the legal and business resources needed to compete in today’s rapidly expanding and changing marketplace.
ANN LUCASFrom Good Grief! To Good Governance
Ann Lucas, Vice President of Lester Consulting Group, brings more than 20 years of experience in the nonprofit sector. She currently consults on fundraising feasibility studies and campaigns, board and leadership development, mergers and strategic alliances, and organizational analyses. Prior to joining Lester Consulting Group in 2011, Ann served as Executive Director of the Nonprofit Resource Center overseeing the Center’s work in strengthening the management, fundraising, and board development of nonprofit organizations throughout the Sacramento Valley and Sierra Nevada regions.
Ann holds a Master’s of Nonprofit Organizations Degree (MNO), a degree conferred by the Weatherhead School of Management and the Mandel School of Applied Social Sciences through the Mandel Center for Nonprofit Organizations at Case Western Reserve University. She received her Bachelor of Arts degree in Journalism from Ohio State University.
SPEAKERS
DANIEL FARGOPrudent Investing for Nonprofits
Daniel Fargo is Vice President, Executive Trust and Chief Investment Officer for the Bank of Stockton Trust & Investment Group. Prior to joining the Bank of Stockton, he was a Vice President, Research Analyst and Fund Manager for the Marshall & Ilsley Investment Management Corp. He served as an Investment Officer for the trust department of the Valley Bank Corp. and a consultant with the Pension Consulting Division of Merrill, Lynch, Pierce, Fenner & Smith. He received his Bachelors Degree, with a major in economics, from the University of Wisconsin. He received his Masters Degree in economics with a concentration in financial analysis at the University of San Francisco.
BRIAN YACKERIRS Hot Topics – What Nonprofits Need to Know to Stay Cool
Brian Yacker, a partner of YH Advisors, The Exempt Org Experts, has over 20 years of tax, legal, and accounting experience in the exempt organizations area. Brian focuses exclusively in working with exempt organizations. In this regard, Brian possesses a vast amount of experience and expertise in preparing and reviewing Forms 990, 990-T, 990-PF and state tax-exempt forms. Brian also has extensive experience in the preparation and filing of both federal and state tax exemption applications for public charities, private foundations, and other exempt organizations.
Tracy Paglia, CPA, is a tax partner with Moss Adams LLP, one of the top 15 accounting firms in the United States. She has over 16 years of public accounting experience, working with Coopers & Lybrand in Eugene, Oregon for over two years before joining Moss Adams.
Tracy has extensive experience as a tax and consulting team member for Not-for-Profit and exempt Healthcare clients. Her expertise includes areas such as attaining, maintaining and termination of tax exempt status, preparing and analyzing the Form 990, state registration and filing requirements, intermediate sanctions, compensation issues, forming and operation in joint ventures and for-profit subsidiaries, and charitable planning options for donors.
NATHAN wERTHGrant Writing for Humans: A Primer
Nathan Werth is a freelance grant writer currently working on the San Joaquin Area Grant Assistance Program (GAP). Originally from Stockton, California, Nathan acquired the skills of a grant writer through his time in project management. Over the past decade Nathan has refined that skill set through working with both government and nonprofit agencies throughout the Central Valley. He has gained extensive knowledge of the grant process through successes with various federal, state, local and private funding agencies.
Nathan is currently working with the University of the Pacific Beyond Our Gates collaborative where he provides training and direct support for local nonprofits in their grant writing endeavors.
SPEAKERS
CARRIE SASSTraditional And/Or Social: Navigating Your Way Around The Media World
Carrie Sass has been in the Stockton community for more than 25 years. Always involved with the community in one way or the other, Carrie’s interest in public relations flourished in 1995 when she became the Community Relations Director for the Record Newspaper. She served as the primary link between the communities within San Joaquin County and the newspaper.
Building upon her years of community involvement, in January 2006 Carrie launched her own business – SASS! Public Relations. Currently, she continues her work with many local businesses, providing public relations consulting and event management. She is the Editor of San Joaquin Lifestyle Magazine. SASS! Public Relations has expanded to five full-time employees including a creative department, offering design and publication production. Clients include: The Record; Berberian European Motors; Stockton Symphony; Stockton Chorale; Lincoln Center; Allied Waste; St. Joseph’s Medical Center; and Visionary Home Builders of California.
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