The Summit

Reynolds Cafferata, Stephanie Casteel, Erik Dryburgh, Michele McKinnon, Jeff Thede


There are things you and your gift planning program absolutely must do well. Some of these are controlled by rules and regs. If you falter, you’ll be in trouble with the law. The most important things maintain your credibility in the eyes of your donors. You must deliver what you promise—the benefits to the individual donor and the impact on the world. Is what you’re doing now good enough? If not, how can you improve? Summit sessions offer an opportunity to expand your understanding of “best practices.” With facilitators and experienced peers, you’ll collaborate to analyze situations and solve problems before you encounter them in your own work.

October 3
10:00 – 11:00    Donor Advised Funds    Reynolds Cafferata
11:30 – 12:30    Gift Substantiation    Stephanie Casteel
2:00 – 3:00    Enforcement and Donor Restrictions    Erik Dryburgh

October 4
10:00 – 11:00    Bequest Administration    Michele McKinnon
11:30 – 12:30    Internet/Interstate Fundraising    Jeff Thede



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Reynolds Cafferata

Partner, Rodriguez Horii Choi & Cafferata

Reynolds is a partner in the Los Angeles firm Rodriguez Horii Choi & Cafferata. His practice is concentrated in the area of nonprofit, tax, estate and trust law. He has experience advising charitable organizations and high net worth individuals regarding:
• Planning complex charitable gifts and charitable trusts,
• Creating and operating donor advised funds, private foundations and support organizations,
• Creating policies for gift acceptance and risk management, unrelated business income taxes, and self-dealing and intermediate sanctions excises taxes, and
• Sophisticated estate planning and wealth transfer planning. Reynolds is a past board member of NCPG, and served as chair of the 2002 National Conference on Planned Giving. He received his law degree from the University of Southern California and is a Fellow of the American College of Trust and Estate Counsel.

Stephanie “Stevie” Casteel

Partner, Wallace Morrison & Casteel

Stevie’s area of expertise is in charitable gift planning and exempt organizations. She has been selected by her peers for inclusion in the Best Lawyers in America Guide in the areas of both Non-Profit/Charities Law and Trusts & Estates since 2009. Stevie is a Fellow of the American College of Trusts and Estates Counsel (ACTEC) and is an appointed member of its Charitable Planning and Exempt Organizations Committee and New Fellows Steering Committee. She serves as Chair of the Legislative and Regulatory Issues Committee of the Charitable Planning and Exempt Organizations Group of the Real Property, Trust & Estate Law Section of the American Bar Association (ABA), and she serves the ABA as an Associate Probate and Trust Articles Editor for Property & Probate. Stevie also serves as a member of the Steering Committee of the American Law Institute. She has been named a Georgia Super Lawyer by Atlanta Magazine for many years and as one of the Top 50 Women Lawyers since 2009. Stevie graduated from Agnes Scott College and she received her law degree from Emory University Law School in 1991.

Erik Dryburgh

Partner, Adler & Colvin

Erik Dryburgh is a principal in the law firm of Adler & Colvin, which specializes in representing nonprofit organizations and their donors. Erik’s areas of expertise include charitable gift planning, nonprofit organizations, donor advised funds and endowments. Erik authored the chapter “Charitable Remainder Trusts,” in California Estate Planning, Continuing Education of the Bar (2002) and has published numerous articles on charitable gift planning. He is the past Chair of the Charitable Planning and Exempt Organizations Committee of the American College of Trust and Estate Counsel (ACTEC), and a member of the American Bar Association’s Real Property, Trust and Estate Section. He is a past board member of the National Association of Charitable Gift Planners, the San Francisco Estate Planning Council and the Northern California Planned Giving Council. Erik received the 2005 Phil Hoffmire Service Award from the Northern California Planned Giving Council. Erik earned an undergraduate business degree from the University of Wisconsin at Madison, and his JD at the University of California at Berkeley, Boalt Hall. He is also a Certified Public Accountant (inactive).

Michele McKinnon

Partner, McGuire Woods

Michele serves as the chair of the firm's nonprofit and tax-exempt organizations practice team. With more than 33 years of experience, she routinely represents many public charities, major colleges and universities, supporting organizations, large private foundations, and charitable trusts on a variety of federal tax and governance matters. She assists tax-exempt organizations in all aspects of compliance with the federal tax laws, as well as with governance, endowment and investment matters. Her practice includes advice on compliance with the excess benefit transaction rules and the private foundation rules, including self-dealing, excess business holding, and taxable expenditure issues, participation in joint ventures, and consequences of unrelated trade or business activities. She also assists these organizations in dealing with the IRS in tax controversy matters and compliance audits. Her work also includes structuring planned gifts to charitable organizations, including the use of charitable remainder trusts, charitable lead trusts, charitable gift annuities and conservation easements. She also works in the areas of estate planning, and estate and trust administration, handling the administration of large complex estates, fiduciary income tax matters, fiduciary litigation, and risk management for corporate trust departments. Michele is a Fellow in the American College of Trust and Estate Counsel, and previously served as its Virginia State Chair. She also currently serves as Vice Chair of its Charitable Planning & Exempt Organizations Committee and will become Chair of that Committee in March 2019. She is also a member of the Fiduciary Income Tax Committee of the Tax Section of the American Bar Association. She is a former chair of the Trusts and Estates Section of the Virginia State Bar.

Jeffrey Thede

Partner, Thede Culpepper Moore Munro & Silliman LLP

Jeff’s practice emphasizes estate and trust planning and administration, charitable planning, and tax-exempt organizations. He is admitted to practice in Oregon and Washington. Jeff is a member and past president of the Estate Planning Council of Portland, a Fellow of the American College of Trust and Estate Counsel and a member of the College’s national Charitable Planning Committee, a member of the Legislative and Legal Affairs Team of the Council on Foundations’ Committee on Community Foundations, and a member of the Northwest Planned Giving Roundtable. Jeff volunteers with a variety of charitable organizations, including colleges, foundations, and land trusts. He is a director and past president of Portland Opera Association and a director of the ACTEC Foundation. He is also a member of the planned giving advisory committees of Oregon Health & Science University Foundation and Providence Foundations — Oregon. Jeff is also a past president of Oswego Lake Country Club. Jeff earned his bachelor’s degree at the University of Oregon and his law degree at Willamette University College of Law.