On Friday April 6th we are providing a free Lunch & Learn for local nonprofit leaders. Attorney John Roth will explain win-win strategies for local charities and their donors, including easy-to-understand planned giving opportunities that complement annual fundraising programs. As requested by participants last year, there will be a guided networking session to build communication and partnership. Our goal is to giveback to our community by providing local nonprofits tools to better fundraise and in-turn serve our community. Registration is now closed.
WHO'S INVITED: Local nonprofit Executive Directors, Development Directors, or other organization leader (limit 1 representative per nonprofit organization)
WHAT'S HAPPENING: 2 Learning Sessions & Lunch by Pau Pizza
- Session 1: Planned Giving Strategies
- Session 2: Nonprofit Leader Networking
WHEN: April 6, 2018 at 11am-1:45pm
WHERE: Anna Ranch Hall, Waimea, Hawaii Island
WHY: Gain valuable insights on planned giving and network with other nonprofit leaders.
Seating is limited to 35 participants. 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 firstname.lastname@example.org
Planned Giving Strategies
Learn how to integrate planned giving into your fund development efforts.
Nonprofit organizations who include planned giving in their fund development efforts often receive larger charitable gifts from their donors. As the old saying goes: "you can't take it with you". Many people forget about including charitable gifts when doing their estate planning because they think it's too complex or haven't thought about it. Estate planning Attorney, John Roth, helps people create a plan for what happens after their lifetime. With this proactive mentality, he will share his insights on how nonprofits can make it easy for their donors to set up a charitable gift as part of their estate planning. John will focus on tools and strategies for nonprofit organizations to incorporate into their current fund development efforts.
Nonprofit Leader Guided Networking
Build a community of support through communication and partnership between nonprofits.
Last year we got 35 amazing nonprofit leaders in the room together, but there wasn't enough time for them to connect with each other. This was the feedback we got from many of the participants last year, so this year we'll be leading a guided networking session. Participants will get to know other nonprofit leaders and hopefully build partnerships and learn from each other.
JOHN ROTH formed Hawaii Trust & Estate Counsel in April of 2014 after six years with Hastings Laun & Roth. Prior to that, John was associated with Case Lombardi & Pettit on Oahu.
John has taught Estate Planning as an adjunct law professor at the William S. Richardson School of Law at the University of Hawai`i–Manoa, and occasionally lectures in several other law courses there. He also periodically teaches the Business Law course at the University of Hawai`i–Hilo. John is also a frequent speaker at seminars for lawyers and other professionals in the areas of estate planning, probate administration, law firm management, and legal ethics. His publications include co-authorship of the Hawaii State Bar Association’s Estate Planning Forms Manual (2012) and Hawaii law section of the American College of Trust and Estate Counsel (ACTEC) Report, Comparison of Domestic Asset Protection Trust Statutes (2014).
In 2016, John was recognized as one of Hawaii's "40 Under 40", an annual award given by Pacific Business News to 40 of the most influential professionals under 40 years old, in the State of Hawaii. John has served as president of the Young Lawyers Division of the Hawaii State Bar Association, is currently an officer of the HSBA’s Estate Planning Section, and cofounder of the Solo & Small Firm Section. He is past president of the Rotary Club of North Hawaii and served on the board of the Parker School. John currently serves as president of the North Hawaii Hospice board; and on the advisory board for the West Hawaii Fund of the Hawaii Community Foundation.
John earned a B.S. degree in Business Communications from the University of Kansas in 2003 (Phi Beta Kappa), and joint J.D. and M.B.A. degrees from the William S. Richardson School of Law and Shidler College of Business at the University of Hawai`i–Manoa in 2007. He grew up on Oahu where he attended public elementary schools and graduated with honors from Punahou Academy.
- 11am Check-in & lunch by Pau Pizza
- 11:15am Introductions
- 11:25am Session 1
- 12:55 Session 2
- 1:45pm Mahalo