Calendar

Upcoming events:

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

April 18, 2019 Lunch presentation

July 18, 2019 Lunch presentation

October 17, 2019 Lunch presentation

Past events:

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 (co-hosted with Hawaii Community Foundation, UH Foundation)

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. (co-hosted with Hawaii Community Foundation, Child & Family Service)

May 17, 2017 Developing a Marketing Plan that Fits Your Time & Budget (co-hosted with Hawaii Community Foundation)

March 9, 2017 Annual Conference on Gift Planning with Jay Frost, Senior Partner, Jerold Panas, Linzy & Partners (co-hosted with Hawaii Community Foundation, UH Foundation, The Salvation Army)

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 (co-hosted with Hawaii Community Foundation, UH Foundation)

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

IMG_20170309_142638

Feb
28
Thu
Hawaii Gift Planning Council 2019 Annual Conference @ Waialae Country Club
Feb 28 @ 10:15 am – 5:00 pm

Hawaii Gift Planning Council 2019 Annual Conference

Thursday, February 28, 2019

Waialae Country Club

Co-hosted by:

HCF logo UHF logo


Conference Timeline and Sessions*

10:15 a.m. Conference check-in begins

10:35 a.m. Welcome and Introduction of Speakers

10:45 a.m. 1) Gift Planning Explained – Simple and Complex, 2) Money Talk

1) Kevin Crilly and Dylan Hendricks will provide a very high level overview of planned giving gift types (gifts of securities, IRA rollovers, bequests, beneficiary designations, gift annuities, charitable remainder trusts, donor advised funds, real estate gifts) and include an introduction to tax issues.

2) Money Talk – An exploration of the different relationships we each have with money, how the rich interact differently with money, and how to move beyond individual biases to get to the ask.

12:00 p.m. Buffet lunch

12:45 p.m. Pick 1 of 2 concurrent tracks

Track 1: Dylan Hendricks – 1) How to Implement Your Gift Planning Program Today, 2) Tools for Effective Planned Gift Administration

From soup to nuts, Dylan will explain 1) how to start working on bequests, beneficiary designations, IRA charitable rollovers, and gifts of appreciated stock. She will also introduce the idea of working with community foundations and professional trustees on more complex gifts. 2) how to get the most out of realized gifts including: evaluating gifts before acceptance, accepting and acknowledging gifts, working with trustees, requesting and reviewing accountings, and determining when to pursue litigation.

Track 2: Kevin Crilly – Solving Donor Problems Using Complex Planned Gifts

Using hypothetical donor situations, Kevin will work with participants to use complex planned gifts (real property, mortgage issues, unusual funding for CRT’s and gift annuities) to solve donor problems. This session will cover issues such as mortgaged real estate, charitable remainder trusts for non-donor beneficiaries, and others.

2:10 p.m. Hiccups and Hazards – Real Stories from the Gift Planning Trenches

Participants will be encouraged to share their stories, successes, and lessons learned.

3:30 – 5:00 p.m. Pau Hana/Networking

Meet your peers and enjoy a live sushi bar and cocktails.

*HGPC is an Approved Provider of CFRE Credits for Approved Educational Offerings

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.


Presenters

Dylan Hendricks, J.D., Partner, Hendricks McFarlane PC

Dylan Hendricks is an estate planning lawyer in private practice in Northern California. Prior to entering private practice, Dylan was Associate Director – Gift Planning Administration for the University of California, Berkeley where she oversaw the administration of bequest, charitable remainder trust, gift annuity, and other complex gifts. Her charitable experience extends from set-up through ongoing organizational management including 501(c)(3) formation, board policy, and gift acceptance and use.

Dylan is a member of the Trust and Estates Section of the California Bar Association, the Nevada County Bar Association, the Board of Directors of the Sierra Nevada Memorial Hospital Foundation, the Board of Directors of the Center for Nonprofit Leadership, and the Trustees of Hospice of the Foothills. She frequently consults with local not for profit organizations on issues related to fundraising and governance. She is past President of the Gold Country Cal Alumni Association. The family recently added a baby girl to the mix.

Kevin T. Crilly, J.D., Executive Director, Office of Gift Planning, UC Berkeley

Kevin is a top tier strategic and tactical gift planning professional at the premier public university in the country with one of the largest gift planning programs nationwide. He has been in the field for more than 25 years.

For 14 years Kevin has been leading the gift planning efforts at the University of California, Berkeley. In that role he leads a team of 18 talented professionals. Under his leadership the team has facilitated more than $1.3 billion in new outright, life income, estate and bequest commitment gifts. Additionally, the team oversees $155M in planned giving assets under management. Previously Kevin led the gift planning efforts for The Nature Conservancy’s California program, the San Francisco Ballet and Children’s Hospital Los Angeles.

Who Should Attend:

Gift Officers

Advancement Professionals

Executive Directors

Board Members

Trustees

Volunteers

Registration:

Early bird registration by February 8: Member: $100/person, Non-member: $150/person

Regular registration after February 8: Member: $150/person, Non-member: $175/person

Non-member group rate (6 or more): $140/person

Click “Tickets” to register