Hawai‘i Legacy Giving Campaign
Thursday, October 6, 2016 Pōmaika‘i Ballrooms, Dole Cannery ALOHA & WELCOME Our Time Together What Who Welcome & Introductions Patti Look, Principal, Legacy Giving Campaign The FundDevelopment Group Overview/Update Hawai‘i Community Foundation Legacy Discussions Martha Hanson, Associate Director of Report from the Field Donor Relations –Nonprofits Curtis Saiki, General Counsel & Report from Donors VP for Philanthropy Coming Soon Joe Martyak, VP for Communications Numbers to Date Partners 107
Past Legacy Commitments 629 (2014 & 2015) Projected Legacy Commitments 909 (2016 & 2017) Sponsored CGA Program Update
OUR VERY FIRST! CONGRATULATIONS to Elif Beall and HAPA for closing on a $50,000 CGA! The very first through our sponsored CGA program.
IMPORTANT NOTICE ABOUT OUR FEES We suspended our 1% administrative fee effective August 1, 2016. Thus, our fees have decreased from 1.80% to .80%. We will charge a one-time $500 set-up fee.
OTHER... . We will accept new participants on a case-by-case basis in 2017. . Our CGA Agreement has been updated Aug 2016. Please do not use a form with an earlier date. . We will provide one-on-one training opportunities with our 2016 sponsored CGA participants in 2017. . Stay tuned for educational opportunities regarding CGAs. 5 Sponsored CGA Program Update
Curtis Saiki, VP, Philanthropy & General Counsel Direct 808-566-5521 csaiki@hcf-hawaii.org
Kawena Beaupre, Associate CG & Compliance Director Direct: 808-566-5513 [email protected]
Tina Santos, Executive Assistant Direct: 808-566-5572 [email protected]
6 Philanthropy: It’s All About You – Legacy Stories
7 Media Ads and Partnerships
Magazines Newspapers Radio and Television • Hawaii • The Garden Island • Hawaii Public Radio Business • Hawaii Tribune-Herald • Hawaii News Now • HiLuxury • Honolulu Star-Advertiser • Honolulu • The Maui News • Midweek Kauai • Midweek Oahu • New York Times – Hawaii Edition (Sunday) • Pacific Business News • West Hawaii Today
8 Give Beyond Your Years
9 HCF Website Home Page
10 Nonprofit Organizations Participating in the Hawai‘i Legacy Campaign
Aloha Council Boy Scouts of America Girls Scouts of Hawai‘i Hawaiian Islands Land Trust ALS Association, Golden West Chapter Habitat for Humanity – Maui Hawaiian Mission Houses Alzheimer's Association Hale Makua Health Services Hilo Medical Center Foundation Hale Na`au Pono American Cancer Society Historic Hawaii Foundation Hanahau'oli School American Red Cross Hawaii Honolulu Habitat for Humanity Hawaii Alliance for Progressive Action Assets School Hawaii Autism Foundation Honolulu Museum of Art Ballet Hawaii Hawaii Foodbank Honolulu Waldorf School Bishop Museum Hawaii LGBT Legacy Foundation Hospice Hawaii Boys and Girls Club of Hawaii Hawaii Literacy Hospice Maui Catholic Charities Hawai`i Hawaii Opera Theatre Hui No`eau Central Union Church Hawaii Pacific Health Institute for Human Services Chaminade University Hawaii Pacific University Iolani School Child & Family Services Hawaii Preparatory Academy Island School Hawaii Public Radio Diamond Head Theatre J. Walter Cameron Center Hawaii State Bar Foundation Domestic Violence Action Center Ka Lima O Maui Hawaii Symphony Orchestra Easter Seals Hawaii Hawaii Theatre Center Kauai Hospice East-West Center Foundation Hawaii Wildlife Center KCAA Preschools of Hawai`i Family Programs Hawaii Hawaii Youth Symphony Ke Ali`i Pauahi Foundation Friends of Iolani Palace Hawaiian Humane Society Kuakini Foundation Friends of the Children's Justice Center La`a Kea Foundation 11 Nonprofit Organizations Participating in the Hawai‘i Legacy Campaign Manoa Valley Theatre PBS Hawaii The St. Andrew's Schools Maryknoll School Planned Parenthood Hawaii University of Hawai`i Foundation Maui Academy of Peforming Arts (MAPA) Project Vision Hawaii USS Missouri Memorial Association Maui Arts & Cultural Center Punahou School Waikiki Health Center Maui Economic Development Board Rehab Hospital of the Pacific Foundation Maui Historical Society Research Institute for Hawaii.USA YMCA of Honolulu Maui Humane Society Samaritan Counseling Center Hawaii YWCA of Kauai Maui Memorial Medical Center Foundation Seabury Hall YWCA of O`ahu Maui Nui Botanical Gardens Shriners Hospitals for Children - Honolulu Mid-Pacific Institute Special Olympics Hawaii Montessori Community School St. Anthony Junior-Senior High School National Kidney Foundation of HI St. Francis Healthcare Foundation of Hawaii National Tropical Botanical Garden North Kohala Community Resource Center St. Francis School Pacific Buddhist Academy St. Peter's Episcopal Church Pacific Forum CSIS The Maui Farm Pacific Resources for Education and Learning The Merwin Conservancy Palolo Chinese Home The Nature Conservancy of Hawaii Parents and Children Together (PACT) The Outdoor Circle Parker School The Salvation Army Hawaii 12 Graphics for Web or Print
Questions? Contact Beth Kuch
13 Table Discussions
1. What’s working well for your organization in securing legacy gift commitments? 2. What’s not working for you and your organization in securing legacy gift commitments? Report from the Field
Mary Beth Lohman Waikiki Health Center Christine Richardson North Kohala Community Resource Center David Rivers Central Union Church
15 16 17 18 Report from Donors
Sara Miura Lawrence Rodriguez Jean Rolles USE THE WEBSITE: HAWAIICOMMUNITYFOUNDATION.ORG
TAKE ADVANTAGE OF TRAININGS: NOVEMBER 16, 2016 – NATIONAL PHILANTHROPY DAY AFP ALOHA CHAPTER
MARCH 9, 2017 (TENTATIVE) – JAY FROST HAWAII GIFT PLANNING COUNCIL & HCF
MORE TO COME IN 2017 ACROSS THE STATE PARTNERS SHARE FEEDBACK (CALL US AND/OR SPEAK WITH PATTI, MARTHA, KAWENA TODAY)
SHARE PROGRESS (WE’LL BE ASKING FOR 2016 NUMBERS IN JANUARY)
MAHALO!