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 Breakfast Plenary:  8:15 AM - 9:15 AM
 
   About Phil                                        



Please note:  handout is 18 pages

 Lunch Plenary:  12:45 PM - 2:00 PM

 Closing Reception:  3:30pm



Tracks and Breakout Sessions

   
Fundamentals

Track Description

 
 Technical

Track Description

 
  Advisory

Track Description
9:35am-10:50am  

The Future of Charitable Gift Planning"



Please note: 
handout is 50 pages

 Thank you to our Sponsor!



 
Lani Starkey
Randy Huston
 
"The Reinvention and Re-branding of a Classic:  Forget Everything You Think You Know About Charitable Lead Trusts""


 Thank you to our Sponsor!


Claudia Sangster

"Philanthropy and Wealth:  Stewardship for Affluent Families"


Please note: 
handout is 16 pages

Thank you to our Sponsor!




11:05am-12:20pm
 

"The 8 Ways to Ask for Gifts:  Expanding the Art and Science of the Solicitation"




 
Vince Fraumeni

"Are You Promoting and Accepting Gifts of Real Estate?"

 

Please note: 
handout is 11 pages

 Thank you to our Sponsor!

 
Ann Siner

"Philanthropy for a Philanthropist's Perspective"


Please note: 
handout is 12 pages


2:10pm-3:25pm  



"Positioning for Partnership"



 
Article-Collective Responsibility
PCN FAQ



   Ramsay Slugg
 

"Business Succession Planning With A Charitable Twist



 




"Meet the Rileys"


 
Thank you to our Sponsor!







 

 Thank you to our 2016 AV and Proceeding Booklet Sponsors:
























 


 
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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