2023 Hawaii Gift Planning Conference

 

   

  

Trever Asam slides

Kirk Ross slides

Donna Bandelloni slides

Donna & Kirk slides

Calendar of Events

Upcoming events:

January 11, 2024 Annual Membership Meeting, Hawaii Community Foundation

March 11, 2024 Hawaii Gift Planning Conference with Pamela Davidson, Oahu Country Club

Past events:

September 14, 2023 How We Do It: Making the Internal Case for a Gift Planning Program

July 24, 2023 Building Your Gift Planning Toolkit: Ready or Not?

June 14, 2023 What's New in Estate Planning with Roberta J. Robinson and Daniel J. Wilson (Zoom)

March 29, 2023 The Five Key Financial Planning Trends That Will Impact Giving (Zoom)

March 2, 2023 Hawaii Gift Planning Conference with Donna Bandelloni, Kirk Ross and Trever Asam

January 12, 2023 Annual Meeting and Presentation by Lt. Colonel Cindy Foley

October 18, 2022 Educational session: Unlock Your Gift Planning Potential with Barbara Yeager

June 28, 2022 Educational session: Cryptocurrency and Philanthropy

May 24, 2022 Educational session: De-crypting Crypto

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

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

 

Agenda
Agenda
January 2024 Jan 2024
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Jan
11
Thu
January 11, 2024 – Annual Meeting & Education Session @ Hawaii Community Foundation, Kuleana Conference Room
Tickets
Jan 11 @ 11:30 am – 1:00 pm

Conversations About Money: Understanding It, Identifying It and Asking for It

Special Guest Speaker:
Melanie Keilholtz, CSPG
Associate Director, Office of Gift Planning, University of California, Berkeley
No one is born a fundraiser nor do we typically start our careers thinking we will become one. Yet, fundraisers we have become. To be effective fundraisers we must talk about money. This interactive program will explore our internal relationship with money, provide an understanding of how donors hold most of their wealth (hint: it’s not in their checking account), why they give, and finally, we will role play examples everyone can use to guide a conversation of donating assets over cash.
Melanie Keilholtz worked for Bay Area nonprofits and was the marketing director of ANG Newspapers (Oakland Tribune, San Mateo County Times, and The Tri-Valley Herald to name a few) prior to coming to UC Berkeley in 2006. Since then, she has had the opportunity to work with Berkeley alumni and friends, and their advisors on a wide range of gifts funded with assets including real estate, securities, cash and, occasionally, works of art. She is a Certified Specialist in Planned Giving and has raised over $250 Million in planned gifts.
Cost: Free for HGPC members and non-members (seating is limited)
Lunch: Free lunch for the first 32 registrants
Parking: $1.50/hour at Harbor Court
Registration: Please register online by December 11, 2023
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