Presented by the Hawaii Gift Planning Council and our generous sponsors:
Thursday, March 7, 2024 8:30 a.m. Check-in 9 a.m. – 3:30 p.m. Program 3:30 – 5 p.m. Pau Hana & Networking
9:00 a.m. Tax Update, Trever Asam
An annual IRS Federal Tax Update and explanation of recent legislation and developments for tax-exempt and nonprofit organizations.
9:45 a.m. Eleven Steps Your Charity Can Take This Year for Planned Giving Success, Pam Davidson
Pam will cover eleven no- or low-cost steps, both practical and doable, for staff, board members and volunteers to establish and sustain proactive gift planning and to set activity-based goals in this critical aspect of fundraising.
11:00 a.m. Simpler Gift Plans All Charities Can Understand and Promote, Most Without Administration, Pam Davidson
Pam will provide a few “Cliff Notes” for the most likely planned gift options that all charities can understand and promote with most of their prospects.
12:45 p.m. Gift Planning Round Tables
Topics will include Administration, Marketing, Stewardship, Hiring, and Campaign through a gift planning lens.
2:00 p.m. What Donors Are Telling You, and How to Respond, Pam Davidson
Your supporters often express their personal concerns to you – what they perceive as their impediments for giving to charity. What should you listen for to address the perceived impediments and move the gift conversation process along?
3:30– 5:00 p.m. Pau Hana & Networking
Pamela Davidson, J.D., President, Davidson Gift Design
Pamela Jones Davidson has been a nationally recognized motivational speaker in charitable gift planning for decades. She is President of Davidson Gift Design, Bloomington, Indiana, consulting and specializing in presentations about all aspects of gift planning, including training. She is also an Emerita for Thompson & Associates.
Pam received her BA from Indiana University in 1975, and graduated magna cum laude from the Indiana University School of Law at Indianapolis in 1979. She was an examiner in the IRS Estate and Gift Tax Division and practiced law in Indianapolis. In 1999, she served as chair of the board of CGP (then the National Committee on Planned Giving), after serving on its board for six years. She was inducted into its Hall of Fame in 2018, its second class, and is a member of its Leadership Institute. Pam is a past board member and treasurer of the Indiana Chapter of AFP, and a past board member and president of Charitable Gift Planners of Indiana.
Trever Asam, J.D., Partner, Cades Schutte
Trever is a partner at Cades Schutte LLP where he represents clients in federal and state tax matters. He is one of Hawai‘i’s leading attorneys for nonprofit and tax-exempt organizations, advising clients on formation, tax exemption, unrelated business income, and the use of joint ventures and corporate subsidiaries.
Registration (click Tickets above to register by 3/1/24):
HGPC Member: $125/person (requires login to view member rate)
HGPC Non-member: $150/person
Group rate (3 or more): $130/person
For Neighbor Island scholarship recipients, the registration fee is: $50/person.
Scholarships for Neighbor Island Attendees (apply by 1/31/24):
Scholarships up to $150 are available for a travel stipend for attendees from the Neighbor Islands. Click HEREfor more information and application. Apply by January 31, 2024. Mahalo to the National CGP Council for funding these scholarships!
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 either decline requested accommodations or provide substitute accommodations if the request is (1) untimely and/or (2) unduly burdensome as defined under the ADA.
*5.75 CFRE credits approved for full day of educational offerings.