Professional Partners Educational Scholarship Summary: Professional advisors (PAs) play a significant role in shaping our community through the advice they give to their clients. To provide PAs with an opportunity to sharpen their charitable giving and philanthropic skills, the Center for Professional Advisors by the Hawai`i Community Foundation (HCF) awards an annual “Professional Partners Educational Scholarship” to assist PAs in covering the cost of attending a mainland planning conference that has a charitable track as part of the overall conference. Award Benefits & Requirements:
An award of $3,000 to the scholarship recipient to defray the cost of attending a mainland conference that has a charitable track as part of the overall conference. Award to be used only for registration, travel, airfare and hotel costs for the duration of the conference.
Current examples of national conferences with charitable giving tracks include (but are not limited to) The Heckerling Institute of Estate Planning, National Conference on Philanthropic Planning, AdNet Conference, AICPA Advanced Estate Planning Conference, Estate Planning Council of Seattle Annual Estate Planning Conference.
The award is non-transferrable and must be used in the year following the year of the award announcement (i.e., the 2019 award will be announced in 2018 and must be used in 2019).
While the scholarship recipient may enjoy the entire conference, he or she must attend the charitable track of the conference.
Within thirty (30) days of the scholarship recipient’s return from the conference, he or she must schedule and give a one-hour presentation to HCF’s staff at on a charitable technique or topic that he or she learned about at the conference.
Eligibility: Attorneys, accountants, financial and/or wealth advisors, trust officers, insurance advisors, and other professional advisors. HCF Staff and Center Advisory Council Members are ineligible to apply. Application & Selection Process: Submit application to Tina Santos via e-mail at tsantos@hcf-hawaii.org by no later than Friday, September 7, 2018.