2018 Annual Conference on Gift Planning

Thursday, March 1, 2018

Waialae Country Club

Co-hosted by:

Conference Timeline and Sessions

10:15 a.m. Conference check-in begins
10:35 a.m. Welcome and Introduction of Speaker

10:45 a.m. Greg Sharkey – The ABCs of Gift Planning, with a Twist!

Learn how to be a better partner to your donors by understanding the most popular deferred gift vehicles and their benefits to donors. This session will also feature a discussion of common non-cash assets that often allow donors to maximize their philanthropic impact through outright, blended and deferred gifts.

12:00 p.m. Buffet lunch

12:45 p.m. Kim Klein – Legacy Giving for Small Organizations: Good Enough is Good Enough

Nonprofit organizations with few or no development staff and an overworked Executive Director postpone focusing on legacy giving because they have too many immediate needs and looming deadlines. The unpredictability of the income from this strategy, the fear of not understanding elements of legacy giving, and a general reluctance to bring up the topic mean that small organizations fail to invite donors to make legacy gifts to them. But it doesn’t have to be this way. In this workshop, you will learn what you need to put in place, what you need to understand and how you can begin to bring up the topic with donors, all without investing massive amounts of time or money.

2:10 p.m. Klein/Sharkey – How to Start Gift Planning Conversations

This interactive session will show how to most authentically and effectively engage donors in conversations about legacy giving. Participants will practice how to bring up the topic of legacy giving and how to keep the conversation going without feeling awkward or breaking taboos. These legacy conversations can be extremely enjoyable and helpful for both fundraisers and donors as donors share what is most important to them, their vision for the future, and their role in making the world a better place. Beyond legacy giving, Kim and Greg will share questions that will help you have better, deeper conversations with your donors about life transitions, charitable motivations, and non-cash assets. They will share brief stories of how these questions often lead to planned gifts of all types – outright, blended, and deferred. Participants will be asked to share their own stories of what has helped them talk about legacy giving and which questions have engaged their donors most effectively.

3:30 – 5:00 p.m. Pau Hana/Networking Meet your peers and enjoy a live sushi bar and cocktails.

Greg Sharkey, J.D., Sr. Philanthropy Advisor, The Nature Conservancy

Greg Sharkey serves as Senior Philanthropy Advisor with The Nature Conservancy. He assists donors with a wide range of issues related to their philanthropy. This includes counseling donors on charitable giving platforms like Private Foundations and Donor Advised Funds, and assisting donors in formulating goals and developing mission statements for their charitable giving. Greg also counsels donors on the most effective and tax-efficient use of assets and vehicles to accomplish those goals. This often includes helping donors who are approaching or in the midst of a major transition in their lives, such as retirement or the sale of a business.

Greg is a nationally recognized speaker/expert on charitable gift planning. He is a former Chair of the National Association of Charitable Gift Planners, a 6,000-member national organization of not-for-profit and for-profit planners and advisors who assist donors in establishing and implementing charitable gift plans. Greg is a former partner in the Philadelphia law firm of Sweeney, Sheehan and Spencer. He served his alma mater, Denison University, as Director of Gift Planning/Senior Development Officer for 12 years before joining The Nature Conservancy in 2008. He is a Phi Beta Kappa graduate of Denison University (1984), and a graduate of the Villanova University School of Law (1987).

Kim Klein Founder, Klein & Roth Consulting

Kim Klein is an internationally known speaker and author, known for her ability to deliver information in a practical and humorous way. She has worked in all aspects of fundraising: as staff, as a volunteer and as a board member and has helped thousands of grassroots organizations survive and thrive through tough political and economic realities.

Kim is the author of five books including her classic text, Fundraising for Social Change, now in its 7th edition. This book is widely used by practitioners and university programs alike. She has provided training and consultation in all 50 United States, five Canadian provinces and 21 other countries. She is a lecturer in the School of Social Welfare at the University of California Berkeley. She has worked with nonprofits in Hawaiʻi since 1991 and counts Hawaiʻi as the place she has learned the most about generosity.

Who Should Attend:

Gift Officers

Advancement Professionals

Executive Directors

Board Members

Trustees, Volunteers

 

Registration

Member: $150/person

Non-Member: $175/person

Non-Member Group rate: (6 or more) $140/person