March 2, 2023 – Hawaii Gift Planning Conference

March 2, 2023 @ 8:30 am – 5:00 pm
Oahu Country Club
150 Country Club Road
Hon. HI 96817
Member: $100/person; Non-member: $140/person by 2/20/23, $175/person after 2/20/23; Group rate (3 or more): $120/person
Lara Siu


2023 Hawaii Gift Planning Conference

Mahalo to our generous sponsors: Hawai’i Community Foundation, First Hawaiian Bank, University of Hawai’i Foundation
Thursday, March 2, 2023
8:30 a.m. Check-in
9 a.m. – 3:15 p.m. Program
3:15 – 5 p.m. Pau Hana & Networking


9 a.m. Welcome (Kyle Karioka) and Tax Update (Trever Asam)
HGPC Education Chair Kyle Karioka will welcome everyone before Trever Asam presents his annual IRS Federal Tax Update to explain recent legislation and developments for tax-exempt and nonprofit organizations.
9:45 a.m. All the Other Assets (Kirk Ross) *CFRE credit 1 point
When discussing charitable giving opportunities, fundraisers and donors alike tend to focus on the donors’ ability to give from cash assets. But the fact is, cash assets are only a small portion of most donors’ overall wealth. So, when we fail to discuss giving from a donor’s non-cash assets, we miss opportunities to help our donors make their maximum philanthropic impact.
In this session, we will learn different ways donors can make higher impact gifts with non-cash assets. Focusing on these kinds of assets, including appreciated securities, closely-held business interests, real estate and retirement assets. we will discuss giving vehicles that increase the tax efficiency of these types of gifts.
11 a.m. Personalized Philanthropy to Foster Legacy Giving for All Seasons (Donna Bandelloni & Kirk Ross) *CFRE credit 1 point
Chief Development Officers, and other nonprofit leaders, are juggling many different priorities each and every day. For many, our passion is working with the donors to help facilitate gifts that will impact our organizations, but the reality is that it’s difficult to find time to nurture and grow these relationships. How can we carve out time to do what attracted us to philanthropy?
In this session, we will engage the audience in discussing how to prioritize building authentic personalized relationships with donors by sharing successful and unsuccessful approaches. With a real case study, we will explore how all fundraising professionals can embrace more personalized philanthropy that fosters legacy giving even when juggling many priorities.
You will learn how to focus, evaluate, and create an organized strategy, to either relaunch or create a legacy giving strategy. Identify best prospects for making legacy gifts, and the importance of engagement and stewardship to deepen relationships for gift readiness.
12 p.m. Lunch
12:45 p.m. The Gift Planning Conversation: Facilitating Meaningful Gifts (Donna Bandelloni) *CFRE credit 1 point
Gift Planning has never been more important to nonprofits or donors. In unprecedented times with the pandemic and the uncertainty of our economy, gift planning provides tools to help donors give more effectively and in a way that addresses both personal and charitable goals. This session will provide guidance as you define donor motivation by asking the right questions and listening carefully to identify the opportunities that represent the best options for your gift planning prospects.
Whether you are a full-time gift planning officer, major gift fundraiser, or new to gift planning, you will learn how to: 1) identify best prospects for gift planning conversations; 2) define the right questions for the right donors; 3) identify donor motivation and charitable goals; 4) create meaningful, personalized donor conversations; and 5) uncover the best charitable options for your donor. We will also discuss the importance of working with your donor’s most trusted advisors, which will benefit both you and your legacy donors.
2 p.m. Interactive Panel (Donna Bandelloni & Kirk Ross)
Our speakers will facilitate groups of conference attendees in an interactive session to apply principles shared throughout the day. We will conclude with a panel discussion, including members of the HGPC board to wrap up what we have learned.
3:15 – 5 p.m. Pau Hana & Networking


Donna M. Bandelloni, Senior Consultant, Heaton Smith
Donna built her career knowing that genuine, values-based giving occurs through truly customized consulting and deep, active listening. As Senior Consultant at Heaton Smith, guides organizations in their planned giving program development. She brings to each of her clients the expertise she gained from broad executive-level leadership roles that include directing gift planning programs for large healthcare organizations and philanthropic business units in financial institutions such as Mellon Wealth Management, Merrill Lynch, and Wells Fargo. Residing in Chapel Hill, Donna and her husband recently moved back to the East Coast after many enjoyable years in California. She and her husband enjoy traveling to Italy and furthering their skills in cooking and wine pairing for their family and friends.
Kirk Ross, Senior Trust Advisor, Fifth Third Private Bank
Kirk is an experienced estate planning attorney, philanthropic advisor and educational speaker. He began his career in private legal practice in law firms and wealth management. In 2011, he moved into planned giving full-time at two large universities. Earlier this year, he took a new position as a Senior Trust Advisor with Fifth Third Private Bank, where he helps high net worth clients with their philanthropic and financial planning. He is an adjunct lecturer at The University of Toledo College of Law and a regular speaker for professional groups and staff trainings. He is the creator and host of The Savvy Philanthropist Podcast, a podcast dedicated to helping people do philanthropy well. In his free time, he likes to spend as much time as he can outdoors with his wife and three daughters, camping, biking, or otherwise playing in the dirt.
Trever Asam, Partner, Cades Schutte
Trever 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 advised nonprofit clients on tax exemption, unrelated business income, impact investments and for-profit ventures.

Registration (click Tickets to register by 2/24/23):

Member: $100/person (requires login to view member rate)
Non-member: $140/person by 2/20/23, $175/person after 2/20/23
Group rate (3 or more): $120/person

Scholarships (apply by 2/10/23):

Applications for conference scholarships will be accepted until February 10, 2023. You will be notified by email if a scholarship is granted to you. Please wait to register online until you receive a decision regarding your scholarship.
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 either decline requested accommodations or provide substitute accommodations if the request is (1) untimely and/or (2) unduly burdensome as defined under the ADA.
*CFRE credits approved for educational offerings.
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