LKM shares its expertise through seminars, workshops, presentations and custom-designed educational sessions for private foundation boards, professional advisors and grantmakers' conferences.

We would be glad to design a seminar for you on philanthropic giving that meets your needs. We offer in-service trainings for attorneys, investment managers, bankers, wealth managers and others to provide on philanthropic options that may be of interest to their clients. Please contact us.

FOR PRIVATE FOUNDATION BOARDS & GRANTMAKERS CONFERENCES
Finding Focus in Philanthropy
Foundations 101
High Impact Family Philanthropy
Approaches to Grantmaking
Becoming an Effective Grantmaker
Grantmaking Basics – Site Visits & Evaluation
Strengthening Evaluation in Small Foundations
Evaluation 201 – Moving Beyond the Basics
Giving for Change: Women in Conversation
Essentials of Private Foundation Management
Now What? – Making the Small Foundation Work


Council on Foundations, Family Foundations Conference
Changemakers Advisors Institute
Resourceful Women
Foundation Center
Jewish Funders Network
BPM Non-Profit Roundtable
Family Office Exchange
Charles Schwab Insight Conference (Signature Services Clients)
San Francisco State University Family Enterprise Center

FOR ATTORNEYS, INVESTMENT MANAGERS, ACCOUNTANTS AND
OTHER PROFESSIONAL ADVISORS

Ways of Giving: Diversifying Your Charitable Portfolio
Giving While Living: Private Foundations and Other Charitable Vehicles
Charitable Foundations for Investment Managers & Financial Professionals
Serving the Growing Private Foundation Market
Public Support Testing: Context & Calculation
Tax Issues for Tax Exempt Organizations
The New 990 – Critical Issues


Alameda County Bar Association – Estate Planning Committee
American Institute of CPAs – Nonprofit Industry Conference
Sanford Bernstein & Co
Burr, Pilger & Mayer – Nonprofit Roundtable
Cooley Godward LLP
Citibank Regional Managers
Golden Gate Bank
Kochis Fitz Wealth Management
Lorman Educational Services
Mellon Private Asset Management
Morgan Stanley
Morrison & Forester
myCFO
San Francisco Area Women Tax Lawyers
Charles Schwab Impact Conference (National Investment Advisor Conference)