LYNDA L. SANDS (formerly Moerschbaecher)

Lynda L. Sands is known by many as one of the “leading attorneys in North America on the philanthropic transfer of wealth.” She has served the non-profit and philanthropic community for 36 years and has trained more than a generation of financial advisors and planned giving officers. Her career in philanthropic planning began when she joined Bank of America as a tax expert after earning double degrees as a juris doctor and masters in business administration. She then joined Yale University as assistant General Counsel. Two years later, she founded her own law firm in San Francisco, but she retained Yale University as a client for an additional nine years.

Click here to download Lynda’s resume

Clients

Lynda’s individual clients often are highly successful real estate investors, CEOs of closely held companies or people with personal net worth of $5 million to $100 million who may be seeking to create private foundations or charitable remainder or lead trusts. They also may encounter challenges during administration of such trusts or foundations, or may wish to terminate the trust or foundation. Lynda also works with them to achieve asset protection.

Her non-profit clients typically are organizations that are making commitments to become more effective at attracting sophisticated donors and philanthropists. These organizations may be large or small, but they all share the common goal of developing the most robust philanthropic base of high net worth donors.

Her 12-month consulting program kick starts a new or languishing major/planned gift endeavor. She consults in setting up a solid management structure for developing high net worth prospects, creates sound marketing and strategic plans for major, endowment and planned gifts, presents training workshops for board, staff and advisors, and structures high net worth gifts for the organization or in conjunction with its staff. She has directly created or assisted in creating over a billion dollars in charitable gifts for her clients. She also works jointly on cases with other financial professionals who may want to offer philanthropic planning to their clients.

 

Background

Lynda founded a software company for document drafting for charitable planning. She founded Charitable Gift Planning News in 1982, a subscription publication. She is the author of 6 books and over 200 professional articles in planned giving. For a number of years, she served on the faculty of her alma mater, Golden Gate University Business School, teaching candidates for Masters Degrees. She has spoken professionally over 1,000 times for high level audiences in every state (except Alaska), and in Canada.

She was the first woman President of the San Francisco Estate Planning Council, the founding President of San Francisco Women Tax Lawyers, and the Chairman of the San Francisco Bar Association, Probate & Trust Division. She has served as a director of National Committee on Planned Giving (now Partners in Philanthropic Planning). Lynda is a pilot and served for 16 years on the Board of Directors of the 150,000-member Experimental Aircraft Association (the Oshkosh Airventure fly-in), 13 years of which were on the finance and audit committees. She was the Chairman of the Board of the San Diego Air and Space Museum and served on several other nonprofit boards and committees.

 

Education and Training Offerings

Please see the tab on “Speaking” for a list of some of the presentations Lynda offers. She also offers board training and presentations as well as seminars for donors and prospects.

Lynda is also developing a webinar series on How to Succeed at Planned Giving Without a Planned Giving Officer. Periodically, she also presents a six-part webinar series designed for real estate investors on techniques for using Land Trusts for and asset protection tools for their real estate investments.
See http://assetsentrylegal.com for information.

 

Personal

Lynda was born in Chicago, Illinois and grew up in rural Wisconsin, not on a farm, but two miles outside a town of 500, where children could roam the fields or walk to the lake. She graduated from the University of Wisconsin and taught French in Toronto and English in Quebec City.

Lynda is involved in several personal projects, such as an EBook she is working on with video clips called “Discover Homemade Dog Food”, and an EBook in the works on cooking called “I Love Quick Dinners”, which shows how to end your time-consuming recipe dependency and yet make quick wonderful, homemade meals.. She holds certificates from the California Culinary Academy and the Chiang Mai Thai Cooking School in Thailand. Next stop will be cooking school in France or Italy. Other personal activities are highlighted on her personal website www.lyndasands.com

Finally, Lynda has a 120 pound yellow Lab named Dexter and a wonderful aviation-journalist husband, Fred George.