Schedule

Our two-day event offers a variety of learning and networking opportunities. When you join us at PG Days, you can attend:

  • Our exciting keynote presentation from an expert in planned giving;
  • Twenty breakout sessions to choose from, divided among four topics; and
  • Interactive and fun roundtable discussions.

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Announcing our Keynote Speaker for the
27th Annual Planned Giving Days Conference

Lani Starkey, JD, LLM, CPA*

8 Ways to Ask: Expanding the Art and Science of Solicitation
Thursday, May 23, 2019

To be a happy and successful fundraiser, hit your required metrics, and produce more results with less resources, many fundraisers could benefit from being more innovative and creative with their solicitation strategies. With this goal in mind, I have observed and developed eight proven and repeatable ways to ask for major, planned, and transformational gifts. Some of these you may already do now but just not be aware of it. Others you might never have even considered.

These eight ways provide an arsenal of options to do your job better, faster, and with more measurable results. Accordingly, this presentation will describe the eight ways and real-life case studies that illustrate each method. In addition, this session will share unique insights into relationship building, performance management, and fundraiser profile types.

About Lani Starkey

Lani Starkey, JD, LLM, CPA* is the founder of Fifty Rock Consulting, LLC and a nationally-recognized philanthropic planning expert. He is an accomplished consultant, fundraiser, tax attorney, former accountant, professor, coach, and presenter. As a popular and sought-after trainer, mentor, and speaker, Lani frequently presents at conferences and meetings across the country on innovative fundraising strategies as well as traditional development best practices.

He 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, he has advised CEOs, business owners, university presidents, deans, professors, doctors, judges, librarians, scientists, lawyers, accountants, investors, K-12 educators, financial planners, celebrities, homemakers, retirees, 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 partnered with academic leadership, a large team of development staff, and professional advisors to achieve innovative, high-impact, donor-centric 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. This $200,000,000 of gift production was approximately 20% of the total amount raised by the Foundation over the last 30 years.

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

Lani earned his LLM in Tax from the University of Florida’s Graduate Tax Program, his JD cum laude from Pepperdine University School of Law, and his BBA in Accounting from Texas State University. 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, Hawaii Planned Giving Council, and the National Association of Charitable Gift Planners.

*Lani does not practice law or public accountancy in the state of Hawaii. Currently, he has an inactive CPA license (Texas) and active attorney license (California).


Are You a First-Timer?

When planning to attend the conference, here are key items to remember:

  • Breakfast is served–both days–from 7:30 to 8:30 a.m.
  • There’s a seated luncheon on Thursday that is included in your registration fee. We’ll announce the Distinguished Service Award Winner during this session.
  • On Thursday, stay for the reception at the top of the Marriott. Enjoy spectacular views of the monuments and the DC area while meeting your colleagues from the planned giving community. You’ll receive one free drink ticket (cash bar available) served with hors’doeuvres.

For More Information

Learn more about each of our sessions by clicking on the links below: