January 17, 2019 – Hawaii Gift Planning Council Annual Meeting

January 17, 2019 @ 11:30 am – 1:00 pm
Oahu Country Club
150 Country Club Road
HGPC Members: Free, Guests: $20

Hawaii Gift Planning Council Annual Meeting

Co-hosted by Hawaii Community Foundation

11:15 – 11:30 – Check-in
11:30 – 11:45 – Hawaii Gift Planning Council Annual Meeting
11:45 – 12:00 – Hawaii Community Foundation presents Legacy Giving Report
12:00 – 1:00 – Golden Opportunities – The IRA Charitable Rollover – A Simple Gift Planning Resource Every Fundraiser Should Know

• Carrie E. Ogami, J.D., Director of Gift Planning, Punahou School
• Michael Coppes, J.D., Senior Executive Director of Estate and Gift Planning, University of Hawaii Foundation
• And special guest Ms. Denby Fawcett

Come and learn everything you need to know about one of the simplest gift planning tools that is paying off big for several non-profit organizations. The presenters will cover these topics:

1. Legislative history and background of the IRA Charitable Rollover
2. Basic requirements
3. Administrative nuts and bolts (e.g. sample instruction letter to plan administrator; tax receipt letter requirement)
4. Tax Advantages
5. Other ways to use IRA in gift planning (beneficiary designation, testamentary CRT)
6. Marketing
7. Tips

Click “Tickets” to register by January 10, 2019.

Please make your lunch selection or state your special dietary need when registering. If you do not make a lunch selection, the Turkey BLT Club will be ordered for you.

Lunch choices:
Herb-Marinated Turkey BLT Club
Applewood smoked Bacon, Avocado, Lettuce, Tomato, Provolone Cheese, Basil Aioli, Toasted Ciabatta

Turkey Cobb
Romaine, Smoked Turkey, Bacon, Blue Cheese Crumbles, Tomatoes, Eggs, Avocado, Louis Dressing

Grilled Portabella
Eggplant, Zucchini, Yellow Squash, Bell Pepper, Red Onion, Avocado, Basil, Alfalfa, Provolone, Sundried Tomato Spread, Balsamic Vinaigrette, Ciabatta Bread

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