Nonprofit Lunch & Learn

  • Anna Ranch 65-1480 Kawaihae Road Waimea, HI, 96743 United States

On Friday April 7th we are providing a free "Lunch & Learn" for local nonprofit leaders.  We're bringing in Lani Starkey, a nationally respected philanthropic planning expert, to share his insights on fundraising.  Our goal is to giveback to our community by providing local nonprofits tools to better fundraise and in-turn serve our community. 

This is event is currently at full capacity and registration is closed. If you would like to attend, please join the waiting list below and we will contact you in the event of any cancellations. 

Big Island Nonprofit Lunch and Learn with Lani Starkey

 

WHO'S INVITED: Local nonprofit Executive Directors, Development Directors, or other organization leader (limit 1 representative per nonprofit)

WHAT: 2 Learning Sessions & Lunch by Pau Pizza

Session 1: The 8 Ways to Ask – Expanding the Art and Science of the Solicitation
Session 2: Small Budgets, Big Aspirations – How Nonprofits of Any Size can Start Closing Planned Gifts

WHEN: April 7, 2017 at 11am-1:45pm

WHERE: Anna Ranch Hall, Waimea, Hawaii Island

WHY: Gain valuable fundraising insights, learn new development strategies, and network with other nonprofit leaders.

Seating is limited to 35 participants and is now full.  If you would like to join the waiting list, please fill out the form above and we will contact you if there are any cancellations. You must be a representative of a registered nonprofit organization to register.  Limit one representative per nonprofit.  For questions, please call 808 . 334 . 3343 or email office@hawaiitrustlaw.com

 

SESSIONS

The 8 Ways to Ask –
Expanding the Art and Science of the Solicitation

In order to raise more funds but with often limited resources, many fundraisers and nonprofits could benefit from being more creative and flexible with their solicitation strategies.  With that goal in mind, I have observed and developed eight proven and repeatable ways to ask for major and planned gifts.  Some of these you may do now but not be aware of it.  Others you might never have even considered.  These eight ways give me an arsenal of options to do my job better, faster, and with more measurable results.  Accordingly, this presentation will describe the eight ways to ask and numerous local donor stories that illustrate each method.

Small Budgets, Big Aspirations –
How Nonprofits of Any Size can Start Closing Planned Gifts

In many instances, a planned gift is the largest gift a donor can make to a nonprofit organization.  Unfortunately, many organizations either do not ask or do not know how best to ask for a planned gift.  This situation, consequently, creates a big divide between an organization’s potential and actual gift revenue.  However, with a few important tweaks and programmatic additions, fundraisers can start marketing and closing planned gifts regardless of budget size or technical expertise.  This presentation will talk about planned giving basics and provide recommendations on the best and easiest ways to close these large gifts.

 

FEATURED SPEAKER

Lani Starkey, JD, LLM, CPA

Lani Starkey, JD, LLM, CPA

Lani Starkey is the founder and principal at Fifty Rock Consulting LLC.  A nationally-recognized philanthropic planning expert, he is an accomplished fundraiser, tax attorney, professor, accountant, presenter, and consultant.  As a popular and sought-after keynote and breakout session speaker, Lani frequently presents at conferences and meetings across the United States on innovative fundraising strategies as well as traditional development best practices.  Lani is also an Adjunct Professor at the Shidler College of Business at the University of Hawaii at Manoa, where he - since the 2008-09 academic year - teaches a course in tax and estate planning to graduate and undergraduate business students.

During his career, Lani has advised CEOs, business owners, doctors, judges, university presidents, professors, librarians, deans, scientists, lawyers, accountants, investors, K-12 educators, financial planners, celebrities, homemakers, widows/widowers, and many more.

Previously, Lani was Associate Vice President at University of Hawaii Foundation where he led the Principal Gifts and Estate and Gift Planning departments. In his Foundation role, he was a lead gift strategist and regularly partnered with a large team of development staff and professional advisors to achieve innovative, high-impact, donor-focused solutions. During his tenure at the Foundation, Lani directly helped raise over $150,000,000, which notably made him the most productive fundraiser in the Foundation’s history.  In addition, he also led a fundraising department that raised another $50,000,000.

Prior to University of Hawaii Foundation, Lani was a Vice President and Staff Attorney at Crescendo Interactive.  His responsibilities included teaching over 30 tax seminars each year, consulting with nonprofits and professional advisors nationwide, and researching and writing tax articles.  During his time there, Lani became a prolific estate and income tax advisor, a dynamic presenter, and a well-respected planned giving expert.

Lani earned his LL.M. in Tax from the University of Florida’s Graduate Tax Program, his J.D. cum laude from Pepperdine University School of Law, and his B.B.A. in Accounting from Texas State University.  Worth noting, he passed the California Bar exam and all four parts of the CPA exam on his first attempt.

Lani is a member of the State Bar of California, Hawaii Society of CPAs, Hawaii Estate Planning Council, Financial Planning Association of Hawaii, Hawaii Planned Giving Council, and the Partnership for Philanthropic Planning.

 


REVIEWS

“Lani is one of the most well rounded and successful development professionals I have ever worked with.  During our tenure together, Lani was consistently our most productive fundraiser.  Naturally gifted as a public presenter and widely accepted as one of our nation’s experts in planned giving, Lani’s decision to offer his consulting and coaching expertise to donors, nonprofits, and advisors across our country is a gift to our entire industry.”  
- Greg Willems, President and CEO, Kansas State University Foundation
 

AGENDA

  • 11am Check-in & lunch by Pau Pizza
  • 11:15am Introductions
  • 11:25am Session 1: The 8 Ways to Ask – Expanding the Art and Science of the Solicitation
  • 12:45 Break
  • 12:55 Session 2: Small Budgets, Big Aspirations – How Nonprofits of Any Size can Start Closing Planned Gifts
  • 1:45pm Mahalo


MAHALO
 

PAU Pizza is sponsoring lunch for our nonprofit leaders.

PAU Pizza is sponsoring lunch for our nonprofit leaders.