Calendar

Upcoming events:

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

Past events:

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 (co-hosted with Hawaii Community Foundation)

February, 28, 2019 Annual Conference on Gift Planning with Kevin Crilly, J.D., UC Berkeley (co-hosted with Hawaii Community Foundation, UH Foundation)

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

Mar
12
Thu
March 12, 2020 – Annual Conference on Gift Planning with Dr. Russell James @ Waialae Country Club
Mar 12 @ 9:00 am – 5:00 pm
Save the date for our Annual Conference on Gift Planning with Dr. Russell James!
Dr. Russell N. James III, J.D., Ph.D., CFP
Professor & CH Foundation Chair in Personal Financial Planning
Director of Graduate Studies in Charitable Planning, Texas Tech University