Calendar

Upcoming events:

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

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

Past events:

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

Oct
17
Thu
October 17, 2019 – Words that work in major and planned gifts fundraising @ Hawaii Pacific University, Multi Purpose Room #3
Oct 17 @ 11:30 am – 1:00 pm
Hawaii Gift Planning Council and Hawaii Community Foundation present:
Words that work in major and planned gifts fundraising: Statistical analysis of the words and phrases that encourage planned giving.
Skype presentation by:
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
What words increase interest in making a bequest gift? What job titles work best for donors? How should you describe a complex gift to generate the most interest? This presentation shares results from a series of surveys uncovering the words and phrases that work best to encourage interest in planned giving. Dr. James begins with an overview of the neurological processes that drive charitable decision-making and explains how these processes link to the survey results on optimum word choice. Learn practical, scientifically-based approaches that will increase your effectiveness in communicating about planned giving.
Click “Tickets” to register by October 10, 2019. To receive the HGPC member rate, you must login with your username/password.
Lunch choices:
  • Tuscan Flatbread box lunch: Sun-Dried Tomato Spread, Grilled Zucchini, Roasted Peppers, Goat Cheese and Arugula Flatbread served with Mustard, Mayo, Herbed Quinoa Side Salad, Chips, Freshly Baked Brownie and Bottled Water.
  • Kale Pesto Turkey Ciabatta box lunch: Turkey, Provolone, Tomato, Balsamic Glaze and Spicy Kale Pesto on Ciabatta served with Mustard, Mayo, Chilled Dill Cucumber Salad, Chips, Freshly Baked Brownie and Bottled Water.
  • Salmon Caesar Salad box lunch: Caesar Salad with Grilled Salmon, Shredded Parmesan Cheese and Seasoned Croutons served with a Bakery Roll, Fresh Fruit Cup, Lemon Cheesecake Dessert Bar and Bottled Water.
Aloha Tower Parking (Property Map):
  • Self-parking available at Irwin Park or Piers 5/6. Self-parking with validation – 1st hour free, $2 for every hour after that up to the 6th hour.
  • Valet parking available starting at 11:30am off Aloha Tower Drive. Valet parking with validation – $4 flat rate for 3 hours, $20 flat rate for more than 3 hours.
Mar
12
Thu
March 12, 2020 – Annual Conference on Gift Planning with Dr. Russell James @ Waialae Country Club
Mar 12 @ 10:00 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