March 11, 2021 – Annual Conference on Gift Planning

Hawaii Gift Planning Council 2021 Annual (Virtual) Conference on Gift Planning
Co-sponsored by First Hawaiian Bank, Hawaii Community Foundation, University of Hawaii Foundation

Featured Speakers:

Trever Asam, J.D.
Partner, Cades Schutte LLP
Trever Asam is a partner at the law firm of Cades Schutte LLP where he focuses on tax matters and the representation of tax-exempt organizations. He regularly advises nonprofit clients on tax exemption, unrelated business income, impact investments, and for-profit ventures.

Prior to joining Cades Schutte, Trever was in private practice in Washington, D.C. and was a clerk for Judge Susan Oki Mollway at the U.S. District Court for the District of Hawai‘i.  Before beginning his legal career, Trever was a teacher in the District of Columbia Public Schools.  He currently serves on the boards of directors for Volunteer Legal Services Hawai‘i, Teach For America Hawai‘i, and Hawai‘i Contemporary (formerly known as the Honolulu Biennial).

Nathan Stelter
President, The Stelter Company
Nathan Stelter is the president of The Stelter Company, a leading source for gift planning marketing solutions for the nonprofit community. Nathan’s personal goal and charge to his staff, his clients and this industry is to continue to lead by example as Stelter build’s marketing solutions based on scientific-data, informed by industry-changing research and focused on connecting people, passion and purpose by way of personal philanthropy!

Over Nathan’s 20-year career in planned giving, he’s been fortunate to speak at over 100 national and regional industry meetings on gift planning marketing trends and cutting-edge donor and fundraising research. He’s been quoted in Planned Giving Today, Advancing Philanthropy, Nonprofit Pro, and other trade publications and currently authors the highly successful Stelter Insights blog. Nathan is a past board member of the National Capital Gift Planning Council (Washington, DC), current member of the Mid-Iowa Planned Giving Council and serves on the board for the National Association of Charitable Gift Planners as well as the National Standards for Gift Planning Success (NSGPS) task force.

Kathryn W. Miree
President, Kathryn W. Miree & Associates, Inc.
Kathryn W. Miree has more than 30 years experience working with nonprofit organizations. Her consulting firm, established in 1997 in Birmingham, Alabama, works with boards and staff of nonprofits and foundations to build strong fundraising strategies, with a specialty in major and planned gifts.

She received her undergraduate degree from Emory University and her law degree from The University of Alabama School of Law. She spent 15 years in various positions in the Trust Division of AmSouth Bank before joining Sterne, Agee & Leach to establish its trust company and serve as its President & CEO. Kathryn has been active professionally as past president of the Alabama Planning Giving Council, and past President of the Estate Planning Council for Birmingham. She was inducted into the National Association of Charitable Gift Planners Hall of Fame in 2018, and the National Association of Estate Planners Hall of Fame in 2020.

Conference Timeline and Sessions:

9:00 a.m.  Welcome and Introductions

9:05 a.m.  Trever Asam – 2021 Charitable Giving Tax Updates *CFRE (1 credit), **CLE (1 credit), ***CFP

An update on tax laws that will impact charitable giving in 2021.

10:05 a.m.  Nathan Stelter – Understanding the Major Trends that are Impacting Donors Today… and Tomorrow!” – How Shifts in Donor Behavior are Impacting Nonprofit Outreach *CFRE (1 credit), ***CFP

It’s no surprise that the growth of the planned giving industry has largely been on the backs of the Silent Generation donor. Today’s planned giving donor, and their expectations, have not only been shaped by the generational shift from matures to boomers, but also the advancement of technology and an evolution in how society views nonprofits.

This presentation will explore the socioeconomic changes that are impacting how donor’s approach their planned gift decisions and what that means for your marketing. We’ll look into how advancement in technology and broader access to information is blowing up our traditional donor pyramid. And we’ll review research that’s showing us a shift in the societal view of nonprofits and how it’s impacting the donor decision making process.

11:05 a.m.  Kathryn Miree – Ten Principals for Gift Planning Program Success: How to Add Focus and Zing *CFRE (1 credit), ***CFP

The National Association of Charitable Gift Planners has recently adopted National Standards for Gift Planning Success. In this session, those principals will come to life as we example ten principals that will ensure gift planning success for all gift planning programs, whether large or small. Whether you are building basic gift planning program or growing an existing program, these principles will allow you to energize your program, focus on a strategy for your work, and engage meaningful long-term gifts for your organization.

12:05 p.m.  Conference Ends

Professional credits: *CFRE (1 credit), **CLE (1 credit), ***CFP (3.5 hours total). If you would like to receive CLE or CFP credits, please note that in your registration so we can follow up with you.

Register by March 9, 2021 (click Tickets above):
HGPC Member: $35/person (please login with username/password for member rate)
Non-member: $50/person
Non-member group rate (3 or more): $45/person

Who should attend:
Gift Officers, Advancement Professionals and Staff, Executive Directors, Board Members, Trustees, Volunteers