Sindy Craig

Director, Estate Planning & Planned Gifts

2440 West El Camino Real, Suite 300
Mountain View, CA 94040
United States

SCraig@siliconvalleycf.org

Sindy L. Craig, J.D., LL.M., is the director of estate planning & planned gifts at the Silicon Valley Community Foundation, which is the largest community foundation in the world. Sindy is a passionate charitable gift planner and director of planned giving who enjoys working with donors and families to create and implement current and future giving plans. Sindy has 25+ years of non-profit experience and diverse major and planned giving fundraising experience within higher education, health care, and community foundation fundraising environments. In her current position, Sindy oversees gift and estate planning; legacy, endowment and nonprofit fund programs; and endowment fund grant-making and management, utilizing a variety of gift vehicles and structures to help donors accomplish their charitable goals. Previously, Sindy led legacy and endowment fundraising efforts at the Jewish Community Federation & Endowment Fund and The San Francisco Foundation, two of the country’s oldest and largest community foundations and has led integrated major and planned giving efforts during Campaign initiatives ($250 million to $2.5 billion) for The Ohio State University Wexner Medical Center and the University’s (7) Health Science Colleges; Kenyon College; and the University of Vermont. Sindy began her gift planning tenure at Middlebury College. A certified 21/64 facilitator and advisor, Sindy is a graduate of Bowling Green State University; earned her J.D. degree from the University of Oklahoma; and an LL.M. in taxation from the University of Washington. Sindy is a (emeritus) board member of the National Association of Charitable Gift Planners and currently serves on the board the Northern California Planned Giving Council and as chair of its Planned Giving Basics Course. She is a past Board member and chair of the education committee of the Central Ohio Planned Giving Council. Sindy is a member of the state bars of Oklahoma and Washington (inactive).

Past CGP Board, CGP Conference Speaker

When Your Donor Has a Donor Advised Fund

Donor advised funds are exploding nationwide. As more and more donors choose to use donor advised funds for their charitable giving, how does this trend impact fundraising campaigns, metrics for fundraisers and the relationships donors have with your organization? This session will include a review of current DAF "rules of the road" with an emphasis on case studies that provide attendees with the opportunity consider different gift scenarios, how to talk early with your donor about how the gift may be made, how to plan for gifts through donor advised funds in a campaign and succession planning opportunities these creative vehicles provide for individuals and families. *Donor advised fund rules outlined by the IRS & how this vehicle provides tax incentives for charitable giving *Proactive planning for this growing gift vehicle and how its use fits into fundraising campaigns and supports fundraising efforts *How DAFs can be used to create impactful legacy gifts

To be determined with Council

Sindy

Craig

SCraig@siliconvalleycf.org

Yes

Yes