Calendar

Upcoming events:

March 10, 2022 Annual Conference on Gift Planning with Tracy Malloy-Curtis, Rebecca Bibleheimer and Trever Asam

Past events:

November 10, 2021 Clues, Cues and "Capacity" Issues with Mike Coppes, Tom Rulon and Lisa Y. Tellio

September 23, 2021 Tax smart charitable giving with Prof. Christopher Hoyt

June 17 and July 15, 2021 Virtual book club event: "How to Say it to Seniors"

March 11, 2021 Annual Virtual Conference on Gift Planning

January 28, 2021 Annual Virtual Meeting and Moderated Recorded Webinar with Pamela Davidson

November 12, 2020 AFP/NPD virtual presentation by Dr. Russell James - Raising major gifts of assets in the aftermath of Covid-19: New strategies for a new world

October 7-9, 2020 National CGP Virtual Conference - HGPC member scholarships awarded

September 24, 2020 Quick thinking: How nonprofits flipped the script with creative ideas to engage with their donors with Caroline Witherspoon and Erin Kinney

March 12, 2020 Annual Conference on Gift Planning with Dr. Russell James and Lani Starkey

October 17, 2019 Words that work in major and planned gifts fundraising with Dr. Russell James via Skype presentation

July 18, 2019 Gift Acceptance Policies with Kate Lloyd, Hugh Jones, Ben Nishimoto

April 17, 2019 Getting Your Board Onboard with Legacy Giving with Nancy Pace, Stacey Wong, Unyong Nakata, Lani Starkey

February, 28, 2019 Annual Conference on Gift Planning with Kevin Crilly, J.D., UC Berkeley

January 17, 2019 Annual Meeting and IRA Charitable Rollover Presentation

August 30, 2018 Learn to Speak Gift Planning by Scott R. Lumpkin (webinar with a local moderator)

March 1, 2018 Annual Conference on Gift Planning with Kim Klein, Klein & Roth Consulting and Greg Sharkey, The Nature Conservancy

January 12, 2018 Annual Meeting and Luncheon for HGPC members

November 1, 2017 How to Connect with Wealth Managers & Professional Advisors (part of National Philanthropy Day Conference)

August 3, 2017 Blended Gifts Increase Donor Satisfaction with Charles Schultz, President/CEO, Crescendo Interactive, Inc.

May 17, 2017 Developing a Marketing Plan that Fits Your Time & Budget

March 9, 2017 Annual Conference on Gift Planning with Jay Frost, Senior Partner, Jerold Panas, Linzy & Partners

January 20, 2017 Annual Meeting and Luncheon for HGPC members

August 11, 2016 AFP Aloha Chapter Education Session: Legacy Conversations: Give Beyond Your Years

May 12 & 26, 2016 The Fundamentals of Planned Giving by Craig Wruck (2 part rebroadcast series with a local moderator)

March 10, 2016 Annual Conference on Gift Planning with Anne Melvin, Director of Training & Education, Alumni Affairs & Development, Harvard University

November 17, 2015 3-session planned giving track at National Philanthropy Day

September 29, 2015 Understanding a Donor's Perspective

August 13, 2015 Bequests: A Gift Anyone Can Make

Mar
10
Thu
March 10, 2022 – Annual Conference on Gift Planning @ Oahu Country Club
Mar 10 @ 8:45 am – 5:00 pm

Hawaii Gift Planning Council 2022 Annual Conference
Co-hosted by University of Hawaii Foundation, Hawaii Community Foundation, and First Hawaiian Bank

Program:

8:45am Conference check-in begins

9:00am Welcome, Annual Meeting & Tax Update
Tax Update provided by Trever Asam of Cades Schutte

9:45am Planned Giving 101 (Rebecca Bibleheimer)
This session is designed as an introduction or refresher for those who are newer to gift planning, trying to incorporate gift planning into their broader development work, or professional advisors who want an overview of the basics.

11:00am The Intention-Action Gap in Legacy Giving (Tracy Malloy-Curtis)
Two problems vex legacy professionals everywhere: 1) Supporters have expressed interest in leaving a bequest for your organization, then….radio silence. 2) Many bequests are realized from donors who never notified you of their gift during their lifetime.

The intention-action gap – the difference between what someone says they will do and what they the ultimately do – is an issue across many areas of human activity. How can we bridge it? Can we bridge it with respect to legacy gift completion? In our discussion, we will identify what we as fundraisers can control in the legacy giving process, identify what we can’t, and explore how to apply this learning to better allocate our time and resources.

12:00pm Lunch

12:45pm Trends in Gift and Estate Planning (Rebecca Bibleheimer)
Between sunsetting tax provisions currently in place and constantly changing proposals for new tax laws, charitable and estate planning has experienced some major priority shifts and new levels of uncertainly. This session will explore how tax code changes and other recent legislation have affected priorities in planning that have shaped our donors’ and clients’ goals and how our gift planning tools can be used to creatively meet these changing planning needs and priorities.

2:00pm Creating Your Legacy Proposition (Tracy Malloy-Curtis)
Create a Legacy of Hope. Help Future Generations. These are standard tropes that many organizations use to frame their legacy messaging. But they are not actually effective or inspiring! We’ll discuss the steps you can take to create or revise your legacy proposition – it’s not as hard as you might think! We will take a look at some effective legacy propositions – and some that are not so effective. We’ll also look at how to utilize your proposition to create a better, more compelling story that inspires your donor to trust you with their vision for the future.

3:30pm-5:00pm Pau Hana/Networking
Meet your peers and enjoy cocktails.

Speakers:

Tracy Malloy-Curtis has more than 20 years of experience in fundraising for advocacy and social justice organizations, with a primary focus on legacy giving and major gifts. She has worked at the ACLU, Citizen Action, International Rescue Committee, and other national and international organizations.

Rebecca Bibleheimer is the Senior Complex Gifts Officer for the Oregon Community Foundation. to joining OCF, Rebecca worked as a philanthropic advisor and planned giving consultant for U.S. Bank Charitable Services Group and as a trusts and estates attorney for a tax boutique law firm.

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.

Registration (click Tickets above – link available soon):

Early Bird Registration by Feb. 24, 2022
HGPC Member: $100/person (login with username/password to receive member rate)
Non-member: $140/person
Non-member group rate (3 or more): $130/person

Registration from Feb. 25-Mar. 4, 2022
HGPC Member: $125/person (login with username/password to receive member rate)
Non-member: $150/person

Video recording of conference: $50/person (recording available after the conference)

CFRE credits for education offerings pending approval.

Proof of vaccination will be required for entry. If club/government policies prohibit us from gathering in-person, the conference will be offered online. 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.