September 18, 2024 – P.I.V.O.T. to Turn Planned Gift Inquiries into Planned Gifts

September 18, 2024 @ 11:30 am – 1:00 pm
Japanese Cultural Center of Hawaii, ‘Ohana Room, 5th floor
2454 S. Beretania Street
HI 96826
HGPC member: free (requires login), non-member: $15
Lara Siu

P.I.V.O.T. to Turn Planned Gift Inquiries into Planned Gifts

Some of the best days for a gift planner are those when you receive a phone call or email “out of the blue.” A visitor to your website completes a request for a gift annuity illustration. A long-time annual donor calls to ask for your stock transfer instructions. An advisor sends an inquiry about your policy on accepting real estate gifts. You respond to the query, then wait for a response (or a gift) and are met with silence. The promising lead became a dead end, and you have no idea why. What could you have done differently?

In this webinar we will learn a five-step response to emails, calls, and website inquiries that turns them into planned gifts. Moderated by HGPC President Carrie Ogami, there will be opportunities to ask questions and share your experiences with closing (or not closing) planned gifts.

Presented by Karen L. Piel and Delinda Rood

Karen L. Piel is Assistant Director of Gift Planning at Mayo Clinic. She helps individuals achieve their philanthropic goals by identifying strategic, creative and tax-advantaged gift solutions. Karen began her career as an estate planning attorney in private practice. In 2006, she transitioned to a career in charitable gift planning, working with Marshfield Clinic Health System Foundation in Marshfield, Wisconsin, before joining Mayo Clinic in 2022. She was a faculty member for the AHP Madison Institute Planned Giving track for 10 years, serving as track dean in 2022. Karen has also presented on charitable topics to her local estate planning council as well as donor audiences.

Delinda Rood is Assistant Director of Gift Planning at Mayo Clinic. She assists individuals to achieve their philanthropic goals by identifying strategic, creative and tax-advantaged gift solutions. She offers gift expertise in such areas as bequests, beneficiary designations, charitable gift annuities, charitable remainder trusts, donor advised funds, charitable IRA rollovers and gifting real estate. Delinda has worked as a professional fundraiser for 30 years, with a majority spent in higher education. For much of her career she worked in Division I athletics fundraising. Where she orchestrated several capital campaigns and raised funds for endowed scholarships at various institutions, including North Dakota State University; University of Nebraska–Lincoln, Northwestern University and the University of Minnesota–Twin Cities. Prior to joining Mayo Clinic, Delinda worked as a charitable gift planner at Thrivent Charitable working closely with financial advisors and their clients to achieve their philanthropic goals through DAFs and various planned giving vehicles.

Carrie Ogami, J.D. is Director of Gift Planning at Punahou School in Honolulu, Hawaii. She is responsible for growing Punahou’s gift planning program, educating constituents on the opportunities for bequests, gifts that provide income and tax-wise philanthropy, working with private professional advisors, managing communication, and planning events for Punahou’s legacy society, Ka Punahou Society. Carrie served as director of development for the William S. Richardson School of Law, University of Hawai‘i at Mānoa and assistant director in the Office of Gift Planning at the University of California, Berkeley. Prior to her 17-year fundraising career, she practiced family law in Honolulu for 18 years.

Parking is available in the JCCH parking structure; the entrance is on Beretania St. Complimentary parking validation will be provided by JCCH. Guests should take the elevator in the parking structure to the 5th floor where the ‘Ohana Room is located.

Lunch will be provided. At registration, please select a Kokoro Tei bento: salmon, yakitori or veggie.

Registration is due Friday, September 13, 2024. Please click Tickets above. HGPC member pricing requires login.

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