2023 Hawaii Gift Planning Conference

 

   

  

Calendar of Events

Upcoming events:

March 7, 2024 Hawaii Gift Planning Conference with Pamela Davidson, Oahu Country Club

Past events:

January 11, 2024 Annual Membership Meeting, Hawaii Community Foundation

September 14, 2023 How We Do It: Making the Internal Case for a Gift Planning Program

July 24, 2023 Building Your Gift Planning Toolkit: Ready or Not?

June 14, 2023 What's New in Estate Planning with Roberta J. Robinson and Daniel J. Wilson (Zoom)

March 29, 2023 The Five Key Financial Planning Trends That Will Impact Giving (Zoom)

March 2, 2023 Hawaii Gift Planning Conference with Donna Bandelloni, Kirk Ross and Trever Asam

January 12, 2023 Annual Meeting and Presentation by Lt. Colonel Cindy Foley

October 18, 2022 Educational session: Unlock Your Gift Planning Potential with Barbara Yeager

June 28, 2022 Educational session: Cryptocurrency and Philanthropy

May 24, 2022 Educational session: De-crypting Crypto

March 10, 2022 Annual Conference on Gift Planning with Tracy Malloy-Curtis, Rebecca Bibleheimer and Trever Asam

November 10, 2021 Clues, Cues and "Capacity" Issues with Mike Coppes, Tom Rulon and Lisa Y. Tellio

September 23, 2021 Tax smart charitable giving with Prof. Christopher Hoyt

June 17 and July 15, 2021 Virtual book club event: "How to Say it to Seniors"

March 11, 2021 Annual Virtual Conference on Gift Planning

January 28, 2021 Annual Virtual Meeting and Moderated Recorded Webinar with Pamela Davidson

November 12, 2020 AFP/NPD virtual presentation by Dr. Russell James - Raising major gifts of assets in the aftermath of Covid-19: New strategies for a new world

October 7-9, 2020 National CGP Virtual Conference - HGPC member scholarships awarded

September 24, 2020 Quick thinking: How nonprofits flipped the script with creative ideas to engage with their donors with Caroline Witherspoon and Erin Kinney

March 12, 2020 Annual Conference on Gift Planning with Dr. Russell James and Lani Starkey

October 17, 2019 Words that work in major and planned gifts fundraising with Dr. Russell James via Skype presentation

July 18, 2019 Gift Acceptance Policies with Kate Lloyd, Hugh Jones, Ben Nishimoto

April 17, 2019 Getting Your Board Onboard with Legacy Giving with Nancy Pace, Stacey Wong, Unyong Nakata, Lani Starkey

February, 28, 2019 Annual Conference on Gift Planning with Kevin Crilly, J.D., UC Berkeley

January 17, 2019 Annual Meeting and IRA Charitable Rollover Presentation

August 30, 2018 Learn to Speak Gift Planning by Scott R. Lumpkin (webinar with a local moderator)

March 1, 2018 Annual Conference on Gift Planning with Kim Klein, Klein & Roth Consulting and Greg Sharkey, The Nature Conservancy

January 12, 2018 Annual Meeting and Luncheon for HGPC members

November 1, 2017 How to Connect with Wealth Managers & Professional Advisors (part of National Philanthropy Day Conference)

August 3, 2017 Blended Gifts Increase Donor Satisfaction with Charles Schultz, President/CEO, Crescendo Interactive, Inc.

May 17, 2017 Developing a Marketing Plan that Fits Your Time & Budget

March 9, 2017 Annual Conference on Gift Planning with Jay Frost, Senior Partner, Jerold Panas, Linzy & Partners

January 20, 2017 Annual Meeting and Luncheon for HGPC members

August 11, 2016 AFP Aloha Chapter Education Session: Legacy Conversations: Give Beyond Your Years

May 12 & 26, 2016 The Fundamentals of Planned Giving by Craig Wruck (2 part rebroadcast series with a local moderator)

March 10, 2016 Annual Conference on Gift Planning with Anne Melvin, Director of Training & Education, Alumni Affairs & Development, Harvard University

November 17, 2015 3-session planned giving track at National Philanthropy Day

September 29, 2015 Understanding a Donor's Perspective

August 13, 2015 Bequests: A Gift Anyone Can Make

 

Mar
7
Thu
March 7, 2024 – 2024 Hawaii Gift Planning Conference @ Oahu Country Club
Mar 7 @ 9:00 am – 3:30 pm

 2024 Hawaii Gift Planning Conference

Presented by the Hawaii Gift Planning Council and our generous sponsors:

Thursday, March 7, 2024
8:30 a.m. Check-in
9 a.m. – 3:30 p.m. Program
3:30 – 5 p.m. Pau Hana & Networking

Program:

9:00 a.m. Tax Update, Trever Asam
An annual IRS Federal Tax Update and explanation of recent legislation and developments for tax-exempt and nonprofit organizations.
9:45 a.m. Eleven Steps Your Charity Can Take This Year for Planned Giving Success, Pam Davidson
Pam will cover eleven no- or low-cost steps, both practical and doable, for staff, board members and volunteers to establish and sustain proactive gift planning and to set activity-based goals in this critical aspect of fundraising.
11:00 a.m. Simpler Gift Plans All Charities Can Understand and Promote, Most Without Administration, Pam Davidson
Pam will provide a few “Cliff Notes” for the most likely planned gift options that all charities can understand and promote with most of their prospects.
Noon Lunch
12:45 p.m. Gift Planning Round Tables
Topics will include Administration, Marketing, Stewardship, Hiring, and Campaign through a gift planning lens.
2:00 p.m. What Donors Are Telling You, and How to Respond, Pam Davidson
Your supporters often express their personal concerns to you – what they perceive as their impediments for giving to charity. What should you listen for to address the perceived impediments and move the gift conversation process along?
3:305:00 p.m. Pau Hana & Networking

Speakers:

Pamela Davidson, J.D., President, Davidson Gift Design
Pamela Jones Davidson has been a nationally recognized motivational speaker in charitable gift planning for decades. She is President of Davidson Gift Design, Bloomington, Indiana, consulting and specializing in presentations about all aspects of gift planning, including training. She is also an Emerita for Thompson & Associates.
Pam received her BA from Indiana University in 1975, and graduated magna cum laude from the Indiana University School of Law at Indianapolis in 1979. She was an examiner in the IRS Estate and Gift Tax Division and practiced law in Indianapolis. In 1999, she served as chair of the board of CGP (then the National Committee on Planned Giving), after serving on its board for six years. She was inducted into its Hall of Fame in 2018, its second class, and is a member of its Leadership Institute. Pam is a past board member and treasurer of the Indiana Chapter of AFP, and a   past board member and president of Charitable Gift Planners of Indiana.
Trever Asam, J.D., Partner, Cades Schutte
Trever is a partner at Cades Schutte LLP where he represents clients in federal and state tax matters. He is one of Hawai‘i’s leading attorneys for nonprofit and tax-exempt organizations, advising clients on formation, tax exemption, unrelated business income, and the use of joint ventures and corporate subsidiaries.

Registration (click Tickets above to register by 3/1/24):

HGPC Member: $125/person (requires login to view member rate)
HGPC Non-member: $150/person
Group rate (3 or more): $130/person
For Neighbor Island scholarship recipients, the registration fee is: $50/person.

Scholarships for Neighbor Island Attendees (apply by 1/31/24):

Scholarships up to $150 are available for a travel stipend for attendees from the Neighbor Islands. Click HERE for more information and application. Apply by January 31, 2024. Mahalo to the National CGP Council for funding these scholarships!
ADA: We require a minimum 5 business days’ notice for ADA requests. While we will make our best efforts to provide requested accommodations, we reserve the right to either decline requested accommodations or provide substitute accommodations if the request is (1) untimely and/or (2) unduly burdensome as defined under the ADA.
*5.75 CFRE credits approved for full day of educational offerings.