2023 Hawaii Gift Planning Conference
Trever Asam slides
Kirk Ross slides
Donna Bandelloni slides
Donna & Kirk slides
Calendar of Events
Upcoming events:
September 14, 2023 How We Do It: Making the Internal Case for a Gift Planning Program
Past events:
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