2017 Annual Conference on Gift Planning

March 9, 2017 @ 8:30 am – 5:30 pm
Waialae Country Club
4997 Kahala Ave
Honolulu, HI 96816
$150 member, $175 non-member - click Tickets to register

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Presented by: Hawaii Gift Planning Council

Co-hosted by: Hawaii Community Foundation, University of Hawaii Foundation, The Salvation Army

Featuring: Jay Frost, Senior Partner, Jerry Panas, Linzy & Partners

Jay Frost knows where the money is and he’ll help you to find it!

Over the last three decades, Jay has served as a grant maker, fundraiser, consultant, and serial third sector entrepreneur, working with thousands of nonprofit organizations to identify and pursue billions in fundraising opportunities.

Today, Jay is a Senior Partner at the legendary firm of Jerold Panas, Linzy & Partners and an advisor to companies in the philanthropic marketplace. In past years, Jay served as Chief Strategy Officer at WealthEngine, President and CEO at Wealth ID, Director of Major Gifts at the International Rescue Committee, Editor and CoFounder of WFC/International Philanthropy, Development Associate at Meridian International Center, and Program Specialist at the National Endowment for the Arts.

Since 1990, Jay has addressed hundreds of meetings in the U.S., Canada, United Kingdom, Asia, and the Middle East, including conferences of the Council for Advancement and Support of Education, Association of Professional Researchers for Advancement, Association of Fundraising Professionals, National Catholic Development Conference, Partnership for Philanthropic Planning, European Association for Philanthropy & Giving (EAPG), Institute for Charitable Giving, League of Historic American Theatres, National Association of Japan America Societies, and many others.

Conference schedule:

8:30 a.m. Conference check-in begins

8:50 a.m. Welcome and Introduction of Speaker

9:00 a.m. Power Prospecting: Finding Your Planned Giving Opportunities for the Future. One of our greatest challenges is identifying and researching individuals with the capacity to give a significant gift today, tomorrow, or through their estate. In “Power Prospecting,” Jay explores how to find these people within your constituency, throughout your community, and around the world. This workshop will explore the key indicators of capacity and propensity, uncover the resources that will increase your effectiveness and efficiency, and show you how to learn what your current and future donors are willing and able to do to make your mission possible.

10:30 a.m. Twenty Questions! If you could ask any questions of your donors, what would they be? What do you really want and need to know? Some questions bring us deeper, more revealing, and more pertinent answers. And, most importantly, they bring us closer to those who are contemplating the legacy they wish to leave behind. In this interactive session, we will compare notes on the top twenty questions that will take you from guessing to knowing about your donor and within inches of securing their transformational support.

11:45 a.m. Lunch

1:00 p.m. Stand Out! Is your daily work bringing you closer to your big hairy audacious goal? Do you need a big dream reboot? In the battle for our most precious resource and nonrenewable resource—time—knowing what we want may be our most important consideration. Jay leads an exploration to rediscover our biggest dreams, confront our darkest fears, and push beyond the daily obstacles and temporary economic setbacks to shine in our organizations and beyond.

2:00 p.m. Hawaii Community Foundation Presents: Launch Your Legacy Giving. Curtis Saiki, VP of Philanthropy & General Counsel, Hawaii Community Foundation and Jennifer Hee, Chief Development Officer, The Salvation Army, will show you how to launch a planned giving program at your non-profit.

3:30 – 5:30 p.m. Pau Hana/Networking. Meet your peers and enjoy a live sushi bar and cocktails.

Registration rates:
• Early bird special before February 10, 2017: $100 member, $150 non-member, $140 non-member group (6 or more)
• From February 10, 2017: $150 member, $175 non-member

Refund policy:
Refund policy for the HGPC conference on March 9, 2017: Cancellations by February 24, 2017 will receive a full refund, less a $25 administrative fee. Cancellations after that date will not receive a refund. If you wish to request a refund for an event registration, please contact membership@pppnet.org.

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.

*Hawaii Gift Planning Council is an Approved Provider of CFRE Credits for Approved Educational Offerings.


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