150 Country Club Road
Hawaii Gift Planning Council 2022 Annual Conference
Co-hosted by University of Hawaii Foundation, Hawaii Community Foundation, and First Hawaiian Bank
8:45am Conference check-in begins
9:00am Welcome, Annual Meeting & Tax Update
Tax Update provided by Trever Asam of Cades Schutte
9:45am Planned Giving 101 (Rebecca Bibleheimer)
This session is designed as an introduction or refresher for those who are newer to gift planning, trying to incorporate gift planning into their broader development work, or professional advisors who want an overview of the basics.
11:00am The Intention-Action Gap in Legacy Giving (Tracy Malloy-Curtis)
Two problems vex legacy professionals everywhere: 1) Supporters have expressed interest in leaving a bequest for your organization, then….radio silence. 2) Many bequests are realized from donors who never notified you of their gift during their lifetime.
The intention-action gap – the difference between what someone says they will do and what they the ultimately do – is an issue across many areas of human activity. How can we bridge it? Can we bridge it with respect to legacy gift completion? In our discussion, we will identify what we as fundraisers can control in the legacy giving process, identify what we can’t, and explore how to apply this learning to better allocate our time and resources.
12:45pm Trends in Gift and Estate Planning (Rebecca Bibleheimer)
Between sunsetting tax provisions currently in place and constantly changing proposals for new tax laws, charitable and estate planning has experienced some major priority shifts and new levels of uncertainly. This session will explore how tax code changes and other recent legislation have affected priorities in planning that have shaped our donors’ and clients’ goals and how our gift planning tools can be used to creatively meet these changing planning needs and priorities.
2:00pm Creating Your Legacy Proposition (Tracy Malloy-Curtis)
Create a Legacy of Hope. Help Future Generations. These are standard tropes that many organizations use to frame their legacy messaging. But they are not actually effective or inspiring! We’ll discuss the steps you can take to create or revise your legacy proposition – it’s not as hard as you might think! We will take a look at some effective legacy propositions – and some that are not so effective. We’ll also look at how to utilize your proposition to create a better, more compelling story that inspires your donor to trust you with their vision for the future.
3:30pm-5:00pm Pau Hana/Networking
Meet your peers and enjoy cocktails.
Tracy Malloy-Curtis has more than 20 years of experience in fundraising for advocacy and social justice organizations, with a primary focus on legacy giving and major gifts. She has worked at the ACLU, Citizen Action, International Rescue Committee, and other national and international organizations.
Rebecca Bibleheimer is the Senior Complex Gifts Officer for the Oregon Community Foundation. to joining OCF, Rebecca worked as a philanthropic advisor and planned giving consultant for U.S. Bank Charitable Services Group and as a trusts and estates attorney for a tax boutique law firm.
Trever Asam is a partner at the law firm of Cades Schutte LLP where he focuses on tax matters and the representation of tax-exempt organizations. He regularly advises nonprofit clients on tax exemption, unrelated business income, impact investments, and for-profit ventures.
Registration (click Tickets above):
Early Bird Registration by Feb. 28, 2022
HGPC Member: $100/person (login with username/password to receive member rate)
Non-member group rate (3 or more from the same organization): $130/person
Registration from Mar. 1-Mar. 4, 2022
HGPC Member: $125/person (login with username/password to receive member rate)
Video recording of conference: $50/person (recording available after the conference). All conference attendees will receive the recording free of charge as part of their registration fee.
CFRE credits approved for education offerings.
Proof of vaccination will be required for entry. If club/government policies prohibit us from gathering in-person, the conference will be offered online. 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.