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Thank You to all who joined us for the

27th Annual Arizona Planned Giving Virtual Conference

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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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 Monthly Program 

Virtual

September 21, 2021

 

"Charitable Alternatives to 1031 Exchanges"


Randy Huston, CFP(R)

Executive Vice President

Yellowstone Trust Administration, Inc.


 


Tiffany House, CAP (R)

President and CEO

Gift Planning Institute




Jackie Orcutt

Senior Vice President

CBRE


This session will help Planned Giving Professions and Advisors see the potential for Charitable donations from 1031 Exchange Donors.

- How do I find these Donors?

- What are the options when it is time to get off the        1031 treadmill?

- How will the new tax laws push more Donors to              Charitable strategies?

- Why do Planned Giving Professionals and Advisors         need to know the basics of a 1031?

Click Here to Register Today!


Thank You to Our 2021/2022 Season Program Partners:


                       


 
                    

 


Adele Dietrich, CFRE, CAP(R)






                 


Membership Make Up

  • Planned giving officers
  • Major gifts officers
  • Directors of Development
  • Nonprofit CEOs and Executive Directors
  • Nonprofit board members and trustees
  • Volunteers and donors
  • Fundraising consultants
  • Attorneys
  • Accountants
  • Financial planners
  • Elder Care Specialists
  • Business Brokers
  • Trust officers
  • Insurance and real estate professionals
  • Other financial services professionals and donor advisors
Members are committed to better serving their donors and clients by helping them to make charitable gifts that are well planned both
financially and philanthropically.



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Info@PGRTAZ.org

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602.840.2900



Address

PO Box 4130  Scottsdale, AZ 85261

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