Leveling Up: Planned & Blended Gifts for Nonprofits of All Sizes & Budgets

In this half-day seminar, nationally-recognized philanthropy expert Lani Starkey will guide fundraisers through two informative sessions on planned and blended gift fundraising: Small Budgets, Big Aspirations and The Five Types of Blended Gifts. Both sessions are designed to support fundraisers with tactical knowledge and strategies (including real-life case studies) to level up your planned and blended gift fundraising - no matter your nonprofit's budget or staffing size.

CFRE credits have been applied for, for both sessions.

The seminar will take place from 11:30 am - 4:00 pm on Monday, September 23, at Seattle Foundation's office in downtown Seattle.

There are two ticket types available:

• $20 ticket - includes lunch
• Free to attend ticket - does not include lunch

You may attend one or both workshops (see agenda for details).

In this session, fundraisers will learn how to take a small planned giving budget and allocate it smartly for best results. You'll also learn how to easily weave planned giving into donor conversations, and evaluate opportunities for accepting non-cash gifts (whether or not your organization has ever accepted them before!).

In our second session, participants will learn more about the rising trend of blended gifts - and how to ask for them with real results. Whether approaching the conversation from a major gift or planned gift perspective, fundraisers of all types will come away understanding and applying the five types of blended gifts, matching those types with a solicitation strategy that makes sense for your donors, preparing a fundraising team for blended gift readiness, and setting concrete goals that will help encourage blended gift solicitation and closure for your whole team.

Together, these two sessions will be a powerhouse of information for those ready to learn more about planned and blended gifts and ensure their organization, regardless of size, has the right capacities in place to successfully fundraise in these areas.

Reach out to Natalie Pond, Gift Planning Advisor at Seattle Foundation

[email protected] or 206-515-2129

Lani Starkey is the founder and chief consultant at Fifty Rock Consulting. A nationally-recognized philanthropic planning expert, he is an accomplished fundraiser, presenter, and professor, as well as a former tax attorney* and former CPA*. Lani was also an Adjunct Professor at the Shidler College of Business at the University of Hawaii at Manoa, where he taught a course in tax and estate planning to graduate and undergraduate business students. 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 regularly partnered with a large team of development staff and professional advisors to achieve innovative, high-impact, donor-focused 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 (at that time). In addition, he also led a fundraising department that raised another $50,000,000.

Lani earned his LL.M. in Tax from the University of Florida’s Graduate Tax Program, his J.D. cum laude from Pepperdine University School of Law, and his B.B.A. 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 Planned Giving Council, and National Association of Charitable Gift Planners.

*Lani has an active attorney license (California) and expired CPA license (Texas). He does NOT practice law or public accountancy in any manner, in any state. Lani and Fifty Rock Consulting LLC never represent any clients or members of the public in a legal, financial, or accounting capacity.

"After Lani spent a half-day training session with my frontline fundraising staff, I surveyed the team to get their feedback on his presentations. The emails that came back from the major gift officers included the words relevant, fresh, strategic, energizing, applicable, validating, and invigorating. In short, Lani is an articulate presenter who is genuine, warm and passionate. Learning from him is receiving tried-and-true knowledge from a professional who has a track record that validates his methods."

~ Tim Szymanowski, Associate Vice President, Development and Leadership Giving, Western Washington University

Host or Publisher Seattle Foundation