Getting Oriented

The Five Types of Blended Gifts – The What, Why and How of Closing Blended Gifts

Lani Starkey

Friday, October 19, 11:30 a.m. – 12:30 p.m.

Intermediate

Blended gifts are “trending” in the fundraising world. While the practice of asking for blended gifts has been occurring with varying degrees of consistency for years, there is more interest today than ever before. Blended gift advocates promise better gift results for your organization and greater satisfaction and impact for your donor. Is it all too good to be true? Are there no downsides to blended gifts?

In this session, we will look closely at the donor dynamics, risk factors, and case for a blended gift ask. Also, with the use of real-life case studies, we will identify the best donor profiles and segments for new blended gift activity. Finally, we will focus on solicitation planning and donor relationship status as key due diligence factors. One important note: this session will not heavily focus on planned giving vehicles, their mechanics, or their tax benefits.

Learning Objectives

  1. Identify the five types of blended gifts.
  2. Discover how each type can be matched to a solicitation strategy.
  3. Analyze your organization and fundraising team for blended gift readiness and potential.

 

CFRE: Approved for 1 point

CFP: Approved for 1 point  

CAP: Approved for 1 hour CE Credit

 < Back to Breakout Schedule

 

Lani Starkey

PRINCIPAL/CHIEF INSTRUCTOR, FIFTY ROCK CONSULTING LLC

Lani Starkey,  J.D., 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. He is also an Adjunct Professor at the Shidler College of Business at the University of Hawaii at Manoa.

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. He earned his LLM in Tax from the University of Florida’s Graduate Tax Program, his  J.D. cum laude from Pepperdine University School of Law, and his BBA in Accounting from Texas State University