4997 Kahala Ave
Honolulu, HI 96816
Hawaii Gift Planning Council 2019 Annual Conference
Thursday, February 28, 2019
Waialae Country Club
Conference Timeline and Sessions*
10:15 a.m. Conference check-in begins
10:35 a.m. Welcome and Introduction of Speakers
10:45 a.m. 1) Gift Planning Explained – Simple and Complex, 2) Money Talk
1) Kevin Crilly and Dylan Hendricks will provide a very high level overview of planned giving gift types (gifts of securities, IRA rollovers, bequests, beneficiary designations, gift annuities, charitable remainder trusts, donor advised funds, real estate gifts) and include an introduction to tax issues.
2) Money Talk – 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. Pick 1 of 2 concurrent tracks
Track 1: Dylan Hendricks – 1) How to Implement Your Gift Planning Program Today, 2) Tools for Effective Planned Gift Administration
From soup to nuts, Dylan will explain 1) how to start working on bequests, beneficiary designations, IRA charitable rollovers, and gifts of appreciated stock. She will also introduce the idea of working with community foundations and professional trustees on more complex gifts. 2) 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.
Track 2: Kevin Crilly – Solving Donor Problems Using Complex Planned Gifts
Using hypothetical donor situations, Kevin will work with participants to use complex planned gifts (real property, mortgage issues, unusual funding for CRT’s and gift annuities) to solve donor problems. This session will cover issues such as mortgaged real estate, charitable remainder trusts for non-donor beneficiaries, and others.
2:10 p.m. Hiccups and Hazards – Real Stories from the Gift Planning Trenches
Participants will be 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.
Dylan Hendricks is an estate planning lawyer in private practice in Northern California. Prior to entering private practice, Dylan was Associate Director – Gift Planning Administration for the University of California, Berkeley where she oversaw the administration of bequest, charitable remainder trust, gift annuity, and other complex gifts. Her charitable experience extends from set-up through ongoing organizational management including 501(c)(3) formation, board policy, and gift acceptance and use.
Dylan is a member of the Trust and Estates Section of the California Bar Association, the Nevada County Bar Association, the Board of Directors of the Sierra Nevada Memorial Hospital Foundation, the Board of Directors of the Center for Nonprofit Leadership, and the Trustees of Hospice of the Foothills. She frequently consults with local not for profit organizations on issues related to fundraising and governance. She is past President of the Gold Country Cal Alumni Association. The family recently added a baby girl to the mix.
Kevin is a top tier strategic and tactical gift planning professional at the premier public university in the country with one of the largest gift planning programs nationwide. He has been in the field for more than 25 years.
For 14 years Kevin has been leading the gift planning efforts at the University of California, Berkeley. In that role he leads a team of 18 talented professionals. Under his leadership the team has facilitated more than $1.3 billion in new outright, life income, estate and bequest commitment gifts. Additionally, the team oversees $155M in planned giving assets under management. Previously Kevin led the gift planning efforts for The Nature Conservancy’s California program, the San Francisco Ballet and Children’s Hospital Los Angeles.
Who Should Attend:
Early bird registration by February 8: Member: $100/person, Non-member: $150/person
Regular registration after February 8: Member: $150/person, Non-member: $175/person
Non-member group rate (6 or more): $140/person
Click “Tickets” to register