May 5, 2026 - Charitable Planning Tips & Tricks (Live Event)

Back to catalog

$75.00

Registration

Member

NON-MEMBER ( +$15.00 )

In stock

Product Details

Location:

San Mateo Elks Lodge
229 W. 20th Avenue
San Mateo, CA

Date & Time:

May 5, 2026 (Tuesday evening)

5:00-6:00 pm (Registration & Networking Wine Reception)

6:00-7:30 pm (Association Business & Presentation)

Cancellations and refund requests must be received by Thursday, April 30th

For registrations after April 30th, a $15 late fee will be applied.

Our Presentation: Charitable Planning Tip & Tricks

Description: In this practical session, Wendy Chou and Julie Lanz, both with Stanford University, will provide tips and tricks to help you provide your clients with valuable charitable gift advice. Whether your clients are motivated by income tax savings, estate tax mitigation, liquidity, or philanthropy, you will leave with ideas to help them accomplish their goals. You will also learn when to pull in additional advisors, how to work with charities, and what you can do to make things easier for you and your client along the way.

This session will cover:

-Why your clients may want to give using “non‑vanilla” assets such as appreciated stock, real estate, cryptocurrency, fractional undivided interests, and business interests.

-Valuing charitable gifts and when qualified appraisals are needed.

-Timing issues such as whether it is better to make a gift during lifetime or at death; when during the calendar year to make a lifetime gift; and special considerations for year end.

-Charitable giving as a way to produce income during retirement.

-Drafting estate plans that fulfill philanthropic goals and make life easier for your fiduciaries.

-Questions to ask your clients about their wishes.

-Why and how to work with charities.

-Advisors who can help.

About Our Speakers:

Julie Lanz works with Stanford donors and their advisors on charitable gifts. Her expertise includes gifts of complex assets, life income vehicles such as charitable trusts and charitable gift annuities, and the structuring of endowed funds. She also leads Stanford's estates team, which oversees the receipt of estate and trust distributions to Stanford University and Stanford Health Care.

Prior to joining Stanford in 2021, Julie practiced estate planning for fifteen years, first at Carr, McClellan, Ingersoll, Thompson & Horn, in Burlingame, California, and then at Lanz Legal in Menlo Park, California. She regularly taught “Estate Planning in Plain English” through Stanford’s Continuing Studies Program from 2015-2020. She earned her bachelor’s degree from the University of Virginia and her JD from the University of Washington.

Wendy Chou works with donors, and their advisors, who wish to support Stanford University and Stanford Health Care through gifts of charitable remainder trusts, charitable gift annuities, bequest gifts, and other charitable asset transfers that require detailed planning.

Before joining the Office of Planned Giving in 2019, Wendy helped donors achieve their philanthropic goals at the Oregon Community Foundation and Silicon Valley Community Foundation. Prior to working in the community foundation field for eight years, she was a relationship manager at TIAA Kaspick and also held positions at the gift planning offices of Boston College and Santa Clara University. Wendy earned her bachelor’s degree from Tufts University and her JD from Santa Clara University.

May 5, 2026 - Charitable Planning Tips & Tricks (Live Event)

Back to catalog