4997 Kahala Ave
Honolulu, HI 96816
Hawaii Gift Planning Council 2019 Annual Conference
Thursday, February 28, 2019
Waialae Country Club
10:15 a.m. Check-in begins
10:35 a.m. Welcome remarks
10:45 a.m. Gift Planning Explained and Money Talk
A high level overview of planned giving gift types ALL fundraisers should know, including but not limited to IRA charitable rollovers, will/living trust gifts (bequests), beneficiary designations, charitable gift annuities, and charitable remainder trusts. Followed by an exploration of the different relationships we each have with money, how “the rich” interact differently with money, and how to move beyond individual biases to get to the ask.
12:00 p.m. Buffet lunch
12:45 p.m. How to Implement Your Gift Planning Program Today and Tax Issues for Core Planned Gifts
From soup to nuts, learn how to prepare your fundraising program to work with pledges, will/living trust gifts (bequests), beneficiary designations, IRA charitable rollovers and expand your gift planning services. Explore the opportunities of working with community foundations and professional trustees on more complex gifts. The provided outline will cover how to get the most out of realized gifts including: evaluating gifts before acceptance, accepting and acknowledging gifts, working with trustees, requesting and reviewing accountings, and determining when to pursue litigation.
2:00 p.m. Solving Donor Problems Using Complex Planned Gifts
Learn about various techniques using complex planned gifts, such as charitable gift annuities and charitable remainder trusts, to solve donor problems. Dive deeper with discussions of various case studies (e.g. real property, partial interests, and mortgage issues).
3:00 p.m. Hiccups and Hazards – Real Stories from the Gift Planning Trenches
Kevin will share a few lessons learned during his 25-year gift planning career. Participants are encouraged to share their stories, successes, and lessons learned.
3:30 – 5:00 p.m. Pau Hana/Networking
Meet your peers and enjoy a live sushi bar and cocktails.
*HGPC is an Approved Provider of CFRE Credits for Approved Educational Offerings
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 decline to provide or provide substitute accommodations if the request is (1) untimely; and/or (2) unduly burdensome to our organization as defined under the ADA.
Kevin T. Crilly, J.D. is a top-tier strategic and tactical gift planning professional at the University of California, Berkeley, the premier public university in the U.S. with one of the largest gift planning programs nationwide. As the Executive Director of the Office of Gift Planning for 14 years, Kevin has led the gift planning efforts at Cal with a team of 18 talented professionals who facilitated more than $1.4 billion in new outright, life income, and estate and bequest commitment gifts. He oversees $142 million in planned giving assets under management. In his 25-year career, Kevin also led the gift planning efforts for The Nature Conservancy’s California program, San Francisco Ballet, and Children’s Hospital in Los Angeles.
Kevin received his undergraduate degree from George Washington University, Washington, DC and his juris doctor degree from the University of Maine School of Law. After law school, he served four years of active duty in the U.S. Navy Judge Advocate General’s Corps. He is a member the California and Maine State Bars (inactive), the Northern California Planned Giving Council and the National Association of Charitable Gift Planners.
Who Should Attend:
Early bird registration by February 15: Member: $100/person, Non-member: $150/person
Regular registration after February 15: Member: $150/person, Non-member: $175/person
Non-member group rate (6 or more): $140/person
Click “Tickets” to register