Sheila A. Hard

Sheila is a noted practitioner in tax-planned charitable giving, advising not-for-profit institutions and providing information to individuals on the tax aspects of their personal philanthropy.

She has provided analyses of pending gift-related legislation; coordinated cy pres actions; trained fundraising staff of educational institutions; and lectured extensively on the tax aspects of charitable planned gifts, having conducted 50+ estate planning workshops.  

Sheila has also provided content for gift planning websites; established S.E.C. compliance procedures and gift management policies; and written technical publications.  

Charitable estate planning for individuals; discovery and integration of philanthropic objectives into the estate planning process.

Working with real estate, art, and other hard-to-value assets.

Bequest monitoring for charitable beneficiaries; endowment investment and administration. 

Compliance specialist:  wrote Disclosure Statements for trusts as required by Federal law.  Developed Annual Report format for pooled income funds to conform with SEC policy.  Edited a policy and procedures manual used throughout the University of California system.

Sacramento State University ▪ Director of Planned Giving 

University of California, Berkeley ▪ Associate Director, Office of Planned Giving 

Episcopal Foundation of Northern California ▪ Executive Director 

University of California ▪ Senior Analyst, Development Policy and Administration

Editor, Development Policy and Procedures Manual, University of California System

Author, Handbook for Church Endowments, Episcopal Foundation of Northern California

Frequently quoted in Journal of Gift Planning

Partnership for Philanthropic Planning (formerly National Committee on Planned Giving) (NCPG) ▪ since 1991.

 

Planned Giving Forum of Sacramento ▪ Member since 1992; served as Program Chair 2002-2004  

Sacramento Estate Planning Council ▪ since 2002

American Bar Association/Real Property, Trust & Estate Section ▪ Since 2005 (Charitable Planning and Organizations Group since 2009)

J.D. 2009 (with tax concentration) ▪ University of the Pacific ▪ McGeorge School of Law ▪ Participant, 2006 Summer Law Institute, St. Petersburg, Russia

Ph.D. program ▪ Graduate Theological Union ▪ Berkeley, California ▪ Finished through Qualifying Exams

M.T.S. ▪ Harvard Divinity School ▪ Cambridge, Massachusetts 

B.A. ▪ California State University, Fullerton (with honors) ▪ Majors:  German and Religious Studies ▪ 1972 University of Vienna Summer Language Institute