Calendar

Upcoming events:

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

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

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

Past events:

April 17, 2019 Getting Your Board Onboard with Legacy Giving with Nancy Pace, Stacey Wong, Unyong Nakata, Lani Starkey (co-hosted with Hawaii Community Foundation)

February, 28, 2019 Annual Conference on Gift Planning with Kevin Crilly, J.D., UC Berkeley (co-hosted with Hawaii Community Foundation, UH Foundation)

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 (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

Jul
18
Thu
July 18, 2019 – Gift Acceptance Policies @ Oahu Country Club
Jul 18 @ 11:30 am – 1:00 pm
Hawaii Gift Planning Council and Hawaii Community Foundation invite you to:

Avoiding trouble: Why gift acceptance policies are so important and what should be in them

Learn from the general counsels of leading non-profits and hear about the Board process that the University Laboratory School Foundation used to develop and implement their newly created gift policy. If you don’t have a gift policy or your gift policy needs to be revised, join us for this informative panel session.
Panelists:
• Kate Lloyd, Senior VP and General Counsel, Hawaii Community Foundation
• Hugh Jones, In House Counsel, University of Hawaii Foundation and former senior deputy attorney general for the state of Hawaii
• Ben Nishimoto, Member of the Board of Directors, University Laboratory School Foundation
Schedule:
11:30-12:00 Check in, buffet lunch
12:00-1:00 Panel presentation
Click “Tickets” to register by July 10, 2019. To register for the HGPC member rate, you must login with your username/password.
Oct
17
Thu
October 17, 2019 – Words that work in major and planned gifts fundraising @ Hawaii Pacific University, Multi Purpose Room #3
Oct 17 @ 11:30 am – 1:00 pm
Hawaii Gift Planning Council and Hawaii Community Foundation invite you to:

Words that work in major and planned gifts fundraising: Statistical analysis of the words and phrases that encourage planned giving.

Skype presentation by:
Dr. Russell N. James III, J.D., Ph.D., CFP
Professor & CH Foundation Chair in Personal Financial Planning
Director of Graduate Studies in Charitable Planning, Texas Tech University
What words increase interest in making a bequest gift? What job titles work best for donors? How should you describe a complex gift to generate the most interest? This presentation shares results from a series of surveys uncovering the words and phrases that work best to encourage interest in planned giving. Dr. James begins with an overview of the neurological processes that drive charitable decision-making and explains how these processes link to the survey results on optimum word choice. Learn practical, scientifically-based approaches that will increase your effectiveness in communicating about planned giving.
Click “Tickets” to register by October 7, 2019.
Mar
12
Thu
March 12, 2020 – Annual Conference on Gift Planning with Dr. Russell James @ Waialae Country Club
Mar 12 @ 10:00 am – 5:00 pm
Save the date for our Annual Conference on Gift Planning with Dr. Russell James!
Dr. Russell N. James III, J.D., Ph.D., CFP
Professor & CH Foundation Chair in Personal Financial Planning
Director of Graduate Studies in Charitable Planning, Texas Tech University