Login


    21st Annual

          Arizona Planned Giving Conference

 Breakfast Plenary:  7:45 AM - 8:45 AM
 
  Program Description          Pamela’s Bio                   Download the Presentation Handout Here

 Lunch Plenary:  12:40 PM - 1:40 PM

 Closing Plenary and Reception:  3:30pm - 5:00pm



Tracks and Breakout Sessions

   
Planned Giving
Essentials Track


Track Description

 
 Practical
Applications Track

Track Description

 
 Board/ED/Staff
 Track

Track Description
9:15am-10:30am  


Planting the Seeds for a Bountiful Gift Planning Program"

 Thank you to our Sponsor!






  Alan Pratt
 
"Building Collaborative Relationships with Like-Minded Advisors-Your Clients/Donors Deserve This From You"
Program Description

Download the Presentation Handout Here

 Thank you to our Sponsor!


Dennis McMillian

"Establish the Best Relationships You Can Between CEO and Board"

Program Description

Download the Presentation Handout Here
Thank you to our Sponsor!

10:50am-12:05pm
 

"Gift Annuities 101:  A Comprehensive Overview and Refresher"

Program Description

Download Presentation Handout Here
 Thank you to our Sponsor!



    Laura J. Malone,
CAP, CEPE

"More Than An Arrow - The Importance of the Charitable Conversation and How to Introduce Strategies that Work"

 
Program Description


Download the Presentation Handout Here
"Must Have Policies (and what can happen when you don't)"

 
Program Description


Download Presentation Handout Here
 Thank you to our Sponsor!

2:00pm-3:15pm 

 
"Gift Annuities Galore!  A dozen Little Known Applications and Innovations"

 
Program Description


Download Presentation Handout Here



  Alan Pratt
 
"Building Collaborative Relationships with Like-Minded Advisors-Your Clients/Donors Deserve This From You"

 
Program Description


Download Presentation Handout Here



"Healthy Board and ED/CEO=Strong Staff"

Program Description

Download Presentation Handout Here
  Thank you to our Sponsor!


Board of Directors




 













Email Us

Info@PGRTAZ.org

Call  Us

602.840.2900

Address

PO Box 4130  Scottsdale, AZ 85261

Powered by Wild Apricot Membership Software