Calendar

Upcoming events:

January 17, 2019 Annual Meeting and IRA Charitable Rollover Presentation

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

April 18, 2019 Lunch presentation

July 18, 2019 Lunch presentation

October 17, 2019 Lunch presentation

Past events:

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 (co-hosted with Hawaii Community Foundation, UH Foundation)

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. (co-hosted with Hawaii Community Foundation, Child & Family Service)

May 17, 2017 Developing a Marketing Plan that Fits Your Time & Budget (co-hosted with Hawaii Community Foundation)

March 9, 2017 Annual Conference on Gift Planning with Jay Frost, Senior Partner, Jerold Panas, Linzy & Partners (co-hosted with Hawaii Community Foundation, UH Foundation, The Salvation Army)

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 (co-hosted with Hawaii Community Foundation, UH Foundation)

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

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Jan
17
Thu
January 17, 2019 – Hawaii Gift Planning Council Annual Meeting @ Oahu Country Club
Jan 17 @ 11:30 am – 1:00 pm

Program:
11:15 – 11:30 – Check-in
11:30 – 11:45 – Hawaii Gift Planning Council Annual Meeting
11:45 – 12:00 – Hawaii Community Foundation presents Legacy Giving Report
12:00 – 1:00 – Golden Opportunities – The IRA Charitable Rollover – A Simple Gift Planning Resource Every Fundraiser Should Know

Presenters:
• Carrie E. Ogami, J.D., Director of Gift Planning, Punahou School
• Michael Coppes, J.D., Senior Executive Director of Estate and Gift Planning, University of Hawaii Foundation
• And special guest Ms. Denby Fawcett

Come and learn everything you need to know about one of the simplest gift planning tools that is paying off big for several non-profit organizations. The presenters will cover these topics:

1. Legislative history and background of the IRA Charitable Rollover
2. Basic requirements
3. Administrative nuts and bolts (e.g. sample instruction letter to plan administrator; tax receipt letter requirement)
4. Tax Advantages
5. Other ways to use IRA in gift planning (beneficiary designation, testamentary CRT)
6. Marketing
7. Tips

Register by January 10, 2019.

Please make your lunch selection or state your special dietary need when registering. If you do not make a lunch selection, the Turkey BLT Club will be ordered for you.

Lunch choices:
Herb-Marinated Turkey BLT Club
Applewood smoked Bacon, Avocado, Lettuce, Tomato, Provolone Cheese, Basil Aioli, Toasted Ciabatta

Turkey Cobb
Romaine, Smoked Turkey, Bacon, Blue Cheese Crumbles, Tomatoes, Eggs, Avocado, Louis Dressing

Grilled Portabella
Eggplant, Zucchini, Yellow Squash, Bell Pepper, Red Onion, Avocado, Basil, Alfalfa, Provolone, Sundried Tomato Spread, Balsamic Vinaigrette, Ciabatta Bread