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SAN JOAQUIN VALLEY PLANNED GIFTS COUNCIL/AFP VALLEY CHAPTER 2018 ANNUAL SYMPOSIUM

Central Valley Community Foundation

Friday, June 15, 2018 from 9:30 AM to 1:30 PM (PDT)

SAN JOAQUIN VALLEY PLANNED GIFTS COUNCIL/AFP VALLEY...

Ticket Information

Ticket Type Sales End Price Fee Quantity
Breakout Session Sponsor
Business name and logo in Program, on the electronic banner during the program breakout session, on tables, mention in the email advertising, noted in handouts and recognition from the podium. Includes 8 tickets
Ended $2,000.00 $0.00
Gold Level Sponsor   more info Ended $1,000.00 $0.00
Silver Level Sponsor   more info Ended $500.00 $0.00
Bronze Level Sponsor   more info Ended $250.00 $0.00
Student Individual Ticket Ended $40.00 $0.00
SJVPGC/AFP Member Ticket Ended $50.00 $0.00
Non-Member Ticket Ended $60.00 $0.00

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Event Details

***Up to 3 hours of CE possible: Sessions will satisfy the CFRE(R) (1 hour) and CFP(R) (2 hours) CE Credit requirements. ***

General Session & Breakout Session Speaker: 

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 the 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).


Breakout Session Speaker: 

Randy Huston serves as Executive Vice President for Yellowstone Trust Administration, Inc. Randy is a Certified Financial Planner © with expertise in charitable estate planning. He has a Master's Degree in Social Science and has been a Real Estate broker and is Insurance licensed. Randy has worked in the financial services field with charitable trusts for 30 years. An estate problem solver, he has helped hundreds of families meet their estate planning goals through the use of Charitable Trusts. Yellowstone Trust Administration, Inc. administers Charitable Remainder Trusts and Charitable Lead Trusts. He has been a frequent speaker on charitable trusts for internal training with Broker Dealers, Insurance companies and charities. Randy has a unique perspective in the Charitable Trust field because of his background previously as a Planned Giving Officer, as a current owner of Yellowstone Trust Administration, Inc. and as a CFP. He is an advisor to advisors to show how charitable trusts can be incorporated into clients' financial and estate planning.



Sessions: 

 

General Session - Charitable Gifts of Real Estate: From Design to Acceptance to Recordation

 

Advisor Track - Crops, Equipment & Businesses: Creative Uses of CRT's

 

Nonprofit Track - Small Budgets, Big Aspirations: How Nonprofits of Any Size Can Start Closing Planned Gifts

 

For more information, please contact Claudia Ruiz-Alvarez at claudia@centralvalleycf.org.
Sponsorship opportunities available.

 

 

***Up to 3 hours of CE possible: Sessions will satisfy the CFRE(R) (1 hour) and CFP(R) (2 hours) CE Credit requirements. ***


Have questions about SAN JOAQUIN VALLEY PLANNED GIFTS COUNCIL/AFP VALLEY CHAPTER 2018 ANNUAL SYMPOSIUM ? Contact Central Valley Community Foundation

When & Where


The Falls Event Center, Fresno
4105 West Figarden Drive
Fresno, CA 93722

Friday, June 15, 2018 from 9:30 AM to 1:30 PM (PDT)


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Organizer

Central Valley Community Foundation

Central Valley Community Foundation has been a trusted partner in philanthropy in the Central Valley for more than 50 years. Our mission is to cultivate smart philanthropy, lead, and invest in solutions that build stronger communities.

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