April EPCSD Meeting: Virtual Endowments and Other Flexible Charitable Giving Techniques Promises, Pledges, and Possibilities

Date: Tuesday, April 24, 2018
Time: 4:30pm - 7:00pm
Location: Double Tree Hotel, Mission Valley 7450 Hazard Center Drive
Speaker: Ellen Whelan

The Estate Planning Council of San Diego Presents: 

April EPCSD Meeting
Virtual Endowments and Other Flexible Charitable Giving Techniques Promises, Pledges, and Possibilities


Date: Tuesday, April 24th, 2018

Time: 4:30 P.M. to 7:00 P.M.

*Please note the change of time*

Where: Double Tree Hotel, Mission Valley 

7450 Hazard Center Drive

Room: Brickstone



Virtual Endowments and Other Flexible Charitable Giving Techniques Promises, Pledges, and Possibilities

Whether your clients have had a recent liquidity event that is drawing them to charitable giving, are approaching a time in their life where they are beginning to focus on charitable giving, or have been engaged in charitable giving over the years, it is good to have an arsenal of charitable techniques at hand and to understand how they may be used in a creative way so that the right type of communication is fostered between the charitable organization and the clients to make sure the clients’ gifts make a difference. Too many people jump ahead, sign pledge documents with a charity, and then get frustrated with how the charity applies their gifts. Understanding what the clients actually want and how to implement can make a world of difference, not only for the clients but also for the charitable organization. Ellen Whelan will speak on how to combine different charitable techniques and will provide hypotheticals illustrating how the end result provides tax benefits and achieves the charitable results desired by the clients.



Ellen Whelan

Ellen Whelan has over 30 years of experience in estate planning; estate, gift and generation-skipping taxation; family succession planning; stock option gifting; living trust formation and administration; irrevocable trust planning; charitable planning; and
life insurance planning.

 "What a Long Strange Trip It's Been: The Past, Present and Future of Equity Collateral Split-Dollar," California Trusts and Estates Quarterly, Volume 8, Issue 4, State Bar of California, 2002


 "Flexible Giving – Promises, Pledges & Possibilities," Rady Children's Hospital 2017 Professional Symposium, January 2017
 "Planning for Charitable Gifts of Residential Real Property," Scripps Health Foundation Gift Planning Seminar, March 2014
 "Emerging Trends in Philanthropy – Structuring Major Gifts and Other Specialized Services," Jewish Community Foundation of San Diego, February 2014
 "Current Developments in Planned Giving – Split-Interest Gifts," Jewish Community Foundation, May 2011
 "Charitable Giving and Wealth Preservation," The Old Globe, November 2010
 "Estate Planning in 2010 – 'The Twilight Zone,'" University of California, San Diego, March 2010
 "Trust 'B' – What To Do With It? & Estate Planning Update," National Association of Financial Advisors, August 2009
 "Current Trends in the Museum World – Recovery and Restitution of Museum Objects," Museum
Trustee Association, May 2007
 "Estate Planning and Charitable Giving," Massachusetts Institute of Technology, November 2005
 "Estate Planning," California Western School of Law, March 2005

Stanford University J.D.
University of California at Davis B.A.,
summa cum laude
Phi Beta Kappa

 "Estate and Charitable Planning for the High-Tech Client," Council for Advancement and Support of
Education, March 2001
 "Gifting Stock Options for Family Members – An Overview of Tax Aspects of Incentive Stock Options and Non-Qualified Stock Options," Salk Institute for Biological Studies, November 1998
 "An Overview of Private Foundations," Jewish Community Foundation, May 1998
 "Charitable Giving and Wealth Preservation," San Diego Museum of Art, December 1996
 San Diego County Bar Association
 State Bar of California
 Past President, La Jolla Estate Planning, Trust and Probate Section


Ellen has been listed in The Best Lawyers in America for 2007 through 2018. For 2018, The Best Lawyers in America selected Ellen as the San Diego Trusts and Estates Lawyer of the Year. Ellen is also designated a San Diego Super Lawyer from 2008 through 2018 for her trusts and estates practice, and is listed in the Top 25 Women Lawyers by San Diego Super Lawyers. The Daily Transcript has selected Ellen for its list of Top Attorneys for 2009, 2011, 2013 and 2015 and the Los Angeles Times has recognized Ellen among Los Angeles' Women Leaders in the Law. San Diego Magazine lists Ellen in its annual publication of Top Lawyers.


 San Diego Museum of Art – Member of Board of Trustees, Secretary of Executive Committee, Co-Chair of Governance Committee
 Jewish Community Foundation – Member of Board of Directors, Past Chair of Estate Tax Planning Committee
 Rady Children's Hospital Foundation – Member of Board of Advisors
 YMCA – Gift Planning Advisors Council



The Smoke House BBQ Iceberg Wedge Salad, Bacon, Cherry Tomatoes, and Blue Cheese Crumbles with Ranch Dressing

Three Cheese Macaroni and Cheese

Baked Potato Bar with Cheddar Cheese, Bacon, Butter, Sour Cream, and Scallions

Chef's Preparation of Seasonal Vegetables

BBQ Pork Ribs with Bourbon Molasses

Glaze Grilled Chicken Beast with Red Wine Chimichurri

Jalapeño Corn Bread Muffins and Biscuits Fruit Cobbler



Please RSVP 

 by Thursday, April 19th, 2018

In order to make payment via PayPal, please follow through to the second page of registration and click the yellow “pay now” button.

 You do NOT need a PayPal account in order to pay via credit card through PayPal. 

If you have any questions please contact Jessica at Jessica.EPCSD@gmail.com.



Jessica Vito Cruz

P. O. Box 880536

San Diego, CA 92168

See Upcoming Event Calendar