Policy as accepted by the PGRTAZ Board:
PGRTAZ 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 PGRTAZ to register themselves as a potential speaker. The speaker will provide their contact information about topics about which they are willing to speak.
IMPORTANT: PGRTAZ 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 PGRTAZ.
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 PGRTAZ.
Please email the administrative office with your request to secure/inquire about a speaker listed, or to provide your information for listing.
House, CAP®, CEPA is a Chartered Advisor in Philanthropy (CAP) and Certified
Exit Planning Advisor (CEPA). She is President and founder of the Gift Planning
Institute and Exit Preparation, LLC. Tiffany uses her experiences as an
entrepreneur, wealth advisor, business strategist and fundraiser to help her
clients and donors achieve optimal outcomes for their unique circumstances.
Planned Giving Tools and Techniques
Complicated Asset Gifts
Tax Advantaged Business Transition
Comprehensive Planning to Benefit the Donor
T. Troy McNemar
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.
Estate Planning – Planning for the Future
Planning Giving for Charitable Donors
Planned Giving for Nonprofit Boards
Ronald G. Wilson
Planned Giving Director, Desert Southwest United Methodist Church
Ron is a retired estate planning attorney. He has served on over 10 charity planned giving committees.
Why a planned giving committee
Basic estate planning
Judith A. Smith, MA, CFRE
Senior director of Planned Giving,
Arizona Community Foundation
Judith A. Smith, MA, CFRE, is a seasoned development professional with 35 years of experience in nonprofit development, with an emphasis on planned giving. She has been an executive director, a capital campaign staffer, and a fundraising consultant to nonprofit organizations.
In her current role as Senior Director of Planned Giving for the Arizona Community Foundation, she works with headquarters and regional staff, as well as nonprofit organizations and philanthropists across Arizona to help resolve legacy and planning questions through planned gifts.
A sought-after speaker and trainer, as part of her work with nonprofit organizations, Judi directs the Arizona Endowment Building Institute and leads the Planned Giving 100 and 200 series educational training seminars for nonprofits.
Professionally, she is President-Elect of the board of directors for the Planned Giving Roundtable of Arizona and past president of the St. Louis Planned Giving Council. Judi is a past board member for the Association of Fundraising Professionals of Northern Arizona; and a mentor for the Greater Arizona Chapter of the Association of Fundraising Professionals.
Presentation Topics: Beyond Grants and Events in Raising Funds
Eliminating the Fear Factor in Starting a Planned Giving Program
How to Talk to Your Donors About Giving
Building an Endowment From Your Annual Fund
UPMIFA and Your Nonprofit
Asking for Endowment Gifts is Nothing Like Selling a Table to Your Gala
Why Your Nonprofit Needs an Endowment
Setting Endowment Goals
Building a Basic Endowment Program
Accepting Gifts of Real Estate
The Pro’s and Con’s of Charitable Gift Annuities
Women and Philanthropy
Tips for Better Donor Communication
Note: Requests for other topics related to fundraising and nonprofits are welcome.