PACE Seminar for Advisors: Charitable Lead Trusts (CLTs)

Join fellow advisors (attorneys, tax professionals, financial advisors) at this informative seminar on Grantor CLTs - the amazing alternative to family foundations and DAFs that no one is talking about. Nationally recognized philanthropic expert Lani Starkey of Fifty Rock Consulting is returning to Seattle to share how he has closed over 100 grantor CLTs through a proven formula, bringing value to donors and the causes they care about. CLTs are a great avenue for many of your clients - not just the top 1%. And yet, a confusing and even counterproductive information landscape can put CLTs on the backburner as a strategy, when in fact they can offer enormous advantages.

After this eye-opening deep-dive, any advisor - new or veteran - will be able to start (or restart) bringing this giving vehicle to clients with confidence and ease.

CE credits are available for this workshop. Lunch and refreshments will be provided. We encourage you to arrive early to network with colleagues before the seminar.

Learning Objectives:

• Discover why most CLT marketing is done to the wrong prospects
• See how inaccurate tax assumptions are holding back CLT closings
• Learn how extremely easy it can be to close CLTs
• Hear how you can make CLT proposals to 99% of your client portfolio

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.

Impactful philanthropy starts with an excellent team of financial, tax, and legacy advisors. Professional Advisor Continuing Education (PACE) is an initiative of Seattle Foundation to support the collaboration, knowledge exchange and professional development of advisors across our region. Working together, we can inspire generous commitments to communities and causes around our region and beyond. Whether you're just getting started in guiding clients on their philanthropy, or are an old hat at planned giving and philanthropic strategy, we aim to provide seminars that are topical, timely and informative - as well as an opportunity to convene with like-minded advisors.

You can learn more about PACE, future events, and join our advisor-only newsletter at https://www.seattlefoundation.org/professional-advisors/.

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