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Aloha and welcome. Thank you all for being here. I’m Paul Keenan, VP for Development & Donor Relations at the Hawai‘i Community Foundation It is my pleasure to kick off this first gathering of the Hawai‘i Legacy Giving Campaign Partners
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In our time together this morning, we will: Review the objectives and mechanics of the Legacy Giving Campaign Break into groups more conducive to conversation and sharing among peers Reconvene for an informative session on Charitable Gift Annuities End by 11:30 Before we get started with our formal program, I’d like to take a moment to point out some of the folks involved in our program today: Joe Martyak, VP for Communications at HCF Patti Look, from FundDevelopment Group Martha Hanson, Assoc. Director of Donor Relations at HCF Cara Mazzei, Senior Development Officer at HCF Curtis Saiki, General Counsel and VP for Philanthropy at HCF
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What, exactly, is the Hawai‘i Legacy Giving Campaign? HCF celebrates its 100 year anniversary this year, and we decided that the best way to honor our history of helping to encourage philanthropy in Hawai‘i would be to find a way to promote greater philanthropy in Hawai‘i into the future. We know that the biggest gifts typically are in whole or in part testamentary To have the biggest impact on increasing philanthropy in Hawai‘i, we need to focus on legacy giving Solution: The power of collective action. We knew we needed to enlist a bunch of partners who are also interested in growing legacy giving, and collectively renew our commitment and effort in this area. That’s you – thank you again for being here. How will we know if we’ve been successful? We need a way to measure the results of whatever we do. You might hear of a number – 500 incremental legacy commitments – as a goal of sorts for this effort. What does that mean, and how did we come up with that? I made it up. I figured, let’s get 100 organizations together, and no matter what their track record, if they each could get 5 more bequest intentions during this campaign than they did in the two years before, that would be 500 incremental bequest intentions. Too ambitious? Many tell me they think it’s not ambitious enough. We will only find out after we have been able to establish the baseline of how many legacy commitments we collectively have secured over the past couple of years.
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We will only find out after we have been able to establish the baseline of how many legacy commitments we collectively have secured over the past couple of years. To do that, we will follow up this workshop with a SurveyMonkey questionnaire that will ask you how many legacy commitments – not actual, realized gifts, but firm commitments for future bequests – your organization received in 2014 and 2015. If that number is 0, that’s ok… Not every organization represented here may have the same rules or methods for tracking bequest intentions. To keep it simple, we’d want to know how many (no names) donors have told you explicitly that your org is in their estate plans. Once we compile the numbers from each of the 99 orgs participating in the Hawai‘i Legacy Giving Campaign, we’ll be able to see what kind of increase in those numbers we can aspire to by the end of 2017. 500 may be right…or may be way low (or high).
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As a follow‐up to this meeting, we sending you a SurveyMonkey survey with just 3 questions. We are keeping it brief to make it simple to fill out – but it is very important that you fill it out and return the survey. In fact, this is the single obligation we ask of you and your organization as part of the Legacy Giving Campaign. For the purposes of this survey, “legacy commitments” are defined as bequest intentions, IRA/401k/403b beneficiary designations, life insurance policies or any other planned gifts.
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The most important thing is that we each individually and collectively commit ourselves and our organizations to trying to increase our own numbers. To help you in that effort, here are some of the benefits that come with being a part of the Hawai‘i Legacy Giving Campaign First, we will host three of these meetings– today’s, another toward the end of 2016 to check‐in on progress, and a final one in early 2018 to wrap up and learn from our shared experience. At these meetings, we will provide tools and ideas that we hope will assist you in enhancing your legacy giving programs For example – in your packets, you have a copy of the “Planned Giving Toolkit,” with tips and templates you can use in your own organizations In addition to these educational and technical assistance opportunities, you will receive on‐going communications with tips, links to additional educational opportunities, articles, and a means to exchange ideas and seek group assistance. HCF has enlisted Patti Look from the FundDevelopment Group to support this on‐going communication, as well as to provide advice and guidance for our non‐profit Partners. In a few minutes, I will ask Patti to come up and talk more about what services she can – and can’t – provide in this role. But first, I would like to ask my colleague, Joe Martyak, VP of Communications at HCF, to describe the advertising campaign and media partnerships that will provide an important backdrop to the Legacy Giving Campaign In the end, our goal is to help you move legacy giving up in terms of priority for your time and attention, and visibility among your potential donors We hope that’s what our media presence will help do for you
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Thank you Patti and Joe. We will now take a short break, and then reconvene in our breakout sessions. On the back of your name tag, you will find the breakout number you are in. Groups 1 and 3, you will go to the two adjoining rooms – you will see them labeled for your group. We also have staff from HCF here to help you find your way. Group 2 – please reconvene back in this room for your breakout. Thanks so much!
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Please remember to take the USB thumb‐drives distributed at the beginning of the meeting. They contain digital versions of: • Everything in your meeting folder, including the “Planned Giving Toolkit” and templates • Everything that was presented today • Additional information that was not presented, but that you might find helpful Please also be aware that much of the information on the thumb‐drive, and additional information that will be added over the coming months, will be available to a special website we have put together for our non‐profit Partners: www.Hawaiicommunityfoundation.org/plannedgiving This is not accessible as a link through our website – it is accessible only by links in emails we will send you, or if you type the URL yourself.
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Moving forward, we hope you will take advantage of the Legacy Giving Campaign to keep legacy giving as a priority among the many other demands on your time and attention. Keep an eye out for the ads and media stories about legacy giving, and use them as a launching‐off point with your donors and volunteers.
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As I mentioned near the start of today’s program, we will be sending you a SurveyMonkey survey with just 3 questions. We are keeping it brief to make it simple to fill out – but it is very important that you fill it out and return the survey. In fact, this is the single obligation we ask of you and your organization as part of the Legacy Giving Campaign. Your responses will provide the baseline number on which we will evaluate what we’ve been able to accomplish at the end of the campaign.
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Thank you all for being here today and for being a part of Hawai‘i’s Legacy Giving Campaign
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