Stretch Knowledge


Nonprofits are advocates
for the communities they serve. Learn how an advocacy strategy should be part of your resource plan.

What are the secrets of the most successful Planned Giving Advisor Committees? What should their tasks be, and how do estate and financial planning professionals and their fundraising counterparts serve clients/donors and the mission well, all at the same time?




This session will use various case studies to illuminate creative solutions to challenging conundrums. 

If someone called you to help with S-corporation stock or real estate assets, or wanted to make an international gift or a large gift annuity to a small charity, what would you do?  Or how about an emergency assistance fund for a large employer? 

These lively, and real, stories will definitely get your creative juices flowing.  No fluff, lecture or IRC citations – just case studies!






The tax climate for donors and decedent’s estates has been marked by a high degree of uncertainty since 2009. 

This presentation will consider how the recent changes in the tax law have affected charitable gift planning.


This entire Day, including our end of day Wine and Cheese Event and Big Prize Giveway

made possible with the leadership support of :


PGRTAZ Mission: Educate, motivate, and empower our community to collectively promote and facilitate planned giving.

 PGRTAZ Vision: We envision an enriched community where leaving a legacy through planned giving is the social norm. 

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