SAVE THE DATE

Thursday, June 11, 2020
8:30 a.m. – 1:30 p.m.
The Downtown Club

 

(Free Parking will be located in the spiral garage located on the corner of Van Ness & Inyo. Click here for directions to the spiral garage.)

SPONSORSHIPS & TICKETS

Ticket includes breakfast and lunch.

For more information, please contact Claudia Ruiz-Alvarez at 559-226-5600 or claudia@centralvalleycf.org

This event is brought to you by

GUEST SPEAKERS

Lani Starkey, JD, LLM

Founder, Fifty Rock Consulting, LLC

Lani's Bio

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).

Jeff Jaech

Attorney, Baker Manock & Jensen

Jeff's Bio

Mr. Jaech helps our clients with their personal estate planning and wealth preservation, including tax and family business succession planning. Mr. Jaech assists trustees and executors in trust and probate administration, including help with tax issues and audits. He also represents fiduciaries and beneficiaries in trust and estate disputes and litigation. He helps donors with their charitable giving and advises charitable organizations. As founder and president of the nonprofit American Baseball Card Museum, he is knowledgeable about the issues collectors face when they wish to dispose of their collectables.

Mr. Jaech is a Certified Specialist in Estate Planning, Trust and Probate Law, as certified by the State Bar of California Board of Legal Specialization. He is a Fellow of the American College of Trust and Estate Counsel (ACTEC). He served a term (2004-2010) on the Executive Committee of the State Bar’s Trusts and Estates Section. Mr. Jaech is a trustee of the Fresno Art Museum (President 2017 – present). He served nine years as a board member (Chair 2007-2009) of the Central Valley Community Foundation, and is now its legal counsel. From 2011 to 2014, he was a director of Meritas, an affiliation of law firms in all 50 states and over 70 countries. Mr. Jaech was a Special Agent of the Federal Bureau of Investigation from 1985 to 1991.

SESSIONS

Keynote

Value Leakage – 3 Charitable Strategies Time-Crunched Advisors Must Know
Presented by Lani Starkey

Breakouts

Charitable Giving Opportunities with IRA’s Created by the Secure Act: New Rules Advisors and Charities Should Know
Presented by Jeff Jaech

You Want Me to Ask for What? – 5 Bold Strategies to Improve Donor Conversations, Legacy & Impact
Presented by Lani Starkey

Lunch Panel

Inspiring Stories About Local Philanthropic Initiatives

Become a Member:

CVCCGP and NACGP welcome new members from both advisory and nonprofit communities. Dual membership in NACGP and CVCCGP provides full access to NACGP’s website, including outstanding planned giving resources, blog opportunities to connect with experienced planned giving professionals as well as real-time information about legislative initiatives pending in Congress. Dual membership also provides access to information about local council events.

Joining only the local chapter (CVCCGP) does not include full NACGP website access but offers meaningful opportunities to network with local cross-discipline professionals and the chance to support bringing national caliber planned giving programming to the Central Valley.

To join the local chapter only, use the PayPal button below.

Click here to learn more or join both national and local council organizations.

About Us:

Central Valley Council of Charitable Gift Planners (“CVCCGP”) is a local council of the National Association of Charitable Gift Planners (NACGP), a national professional association that provides education, resources and advocacy related to philanthropic giving. NACGP is a “robust network of gift planning professionals at all levels” who are dedicated to “elevating the art and science of charitable gift planning.”

CVCCGP, formerly known locally as “Leave a Legacy”, began as a planned giving outreach education effort of the Fresno Regional Foundation, now the Central Valley Community Foundation (CVCF). CVCCGP is led by a small board including members of CVCF as well as local advisory and nonprofit professionals. The local CVCCGP board works to raise awareness of the benefits of planned giving along with offering technical information about how to cultivate planned gifts. Our mission is to bring the world of philanthropy to estate planning and to bring estate planning to the world of philanthropy. Our goal is to stimulate more philanthropic giving throughout the Central Valley.

2019 Board Members:
  • President – Kerri Horn
  • Past President – Ed Chetan Edwin
  • Vice President – Kim Herold
  • Secretary – Gary Renner
  • Treasurer – Lynne Pietz

For more information:

Send an email to info@centralvalleycf.org.