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Mission: Educate, motivate and empower our community to collectively promote and facilitate charitable gift planning
Vision: We envision an enriched community where leaving a legacy through charitable gift planning is the social norm
Core Values: Integrity, Generosity, Innovation, Collaboration, Engagement, Community
Speaker's Bureau
Policy as accepted by the AZCGP Board:
AZCGP will maintain a database of local speakers who have identified themselves as willing to speak about planned giving topics. When a program presenter is looking for a speaker, they will be able to contact us for recommendations for potential speakers they can contact.
Speaker Eligibility – A speaker must be a member of AZCGP to register themselves as a potential speaker. The speaker will provide their contact information about topics about which they are willing to speak.
IMPORTANT: AZCGP will not vet potential speakers.
Programmer Eligibility – Any nonprofit organization looking for a speaker will be able to use the Speakers Bureau. Any other programmer looking for a speaker must be a member of AZCGP.
Cost – The program will be offered at no cost to either speakers or programmers.
Logistics – The Speakers Bureau is available to members and non members of AZCGP.
Please email the administrative office with your request to secure/inquire about a speaker listed, or to provide your information for listing.
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Russell Willis, Consultant Until recently based in Portland, Oregon, now transplanted to Tucson, Arizona, Russ works as a freelance paralegal consultant with nonprofits, donors, and their advisors in structuring charitable contributions of closely held business and real property interests, so as to serve the mutual advantage of all parties. He also provides legal research and advice on income and transfer tax planning more generally, and writes the occasional trial or appellate brief. For ten years, Russ was a writer and editor for a subscription website that provided daily coverage and in-depth analysis of developments in tax law affecting charitable gift planning. More recently he has launched his own newsletter, the "Jack Straw Fortnightly," analyzing current developments in the law -- both tax and nontax -- concerning the transfer of private wealth in this country. Russ has spoken at any number of national and regional conferences, and to local planned giving roundtables, community foundations, and bar associations. Russ has an undergraduate degree in English literature from Indiana University in Bloomington and a master's in English from the University of Chicago. He earned his J.D. at St. Louis University and his master's in taxation law at Washington University in St. Louis, Missouri, where he practiced law for more than twenty years. A transportational bicyclist and sometime bike mechanic, Russ was a founding director of the St. Louis Regional Bicycle Federation and chaired its policy and advocacy committee before moving to Portland in 2008 to live car-free. Gift Design Current Events Case Studies Marketing/ Cultivation |
Tiffany House, CAP®, CEPA is a tax, estate, and charitable strategist who helps families navigate intricate situations, including selling or transitioning a business, values-based estate planning, estate tax concerns, and planning philanthropy. She also enjoys working with nonprofit organizations to ask for and accept complex asset gifts and enhance their gift planning programs. Tiffany is a nationally recognized speaker on many topics, and she is very active in the community. Presentation Topics: 12 Stages to Developing a Successful Planned Giving Program Cash is for Amateurs Planned Giving Tools and Techniques Tax Advantaged Business Transition Gifts for Real Estate plus Donor and Board Presentations |
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T. Troy McNemar Attorney T. Troy McNemar is an attorney certified as a specialist in Estate and Trust Law by the State Bar of Arizona. Since 1991, he has been representing Arizona clients with estate planning, probate, trust administration and adult guardianships and conservatorships. Topics: Estate Planning – Planning for the Future Planning Giving for Charitable Donors Planned Giving for Nonprofit Boards |
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Justin Smith, CAP®, CFA®, CFP® Financial Advisor Savant Wealth Management Justin Smith is Financial Advisor and Shareholder at Savant Wealth Management in Scottsdale, Arizona. He focuses on helping high net worth clientele create a coordinated plan for their complex investment, tax, retirement, philanthropic and legacy planning needs. He is a CERTIFED FINANCIAL PLANNER™ professional, and holds the Chartered Financial Analyst and Chartered Advisor in Philanthropy designations. Topic: TAX SMART PHILATHROPY - 5 Strategies to Maximize Impact & Minimize Taxes Designed to educate and engage donors, this 15-minute presentation covers 5 strategies that donors can use to make a bigger charitable impact while reducing taxes in the process. Strategies include Bunching Donations, Donor Advised Funds, Qualified Charitable Distributions, Charitable Trusts/Charitable Gift Annuities, and giving through your Estate. |
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