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May 3, 2019

Phoenix Country Club - 2901 N 7th Street Phoenix AZ

                                     Click Here to Register Now!!                               

Arizona's Premier Education Event for Gift Planning Professionals         

Thank You to Our Event Partner: 


Breakfast Keynote 

"Tales from the Crypt:  The Weird and Wild"


 Andrew Fussner, Esq.

 Vice President of Estate Settlement

 American Heart Association


What could go better with breakfast than a discussion about wills and death.  Our opening speaker shares a lighthearted look at the craziest things he has seen in nearly 20 years of charitable estate settlement work.

Breakfast Partnership Available

Click here to view partnership details on the partnership web page

Lunch Keynote

"It’s Showtime: How to Create and Deliver Presentations that Generate Leads and Inspire Gifts "


 Lani Starkey, J.D., LLM


 Fifty Rock Consulting, LLC

When presentations are done effectively, there is no faster or more powerful marketing tool to discover new prospects/clients or to close new major/planned gifts.  Read more.......

Thank You to Our Lunch Partner:

General Track 
"7 Stages to Planning an
Optimal Estate Gift"

 Marc Littlecott, CAP(R), CGPP

 Director of Gift Planning

 South Dakota State University Foundation


Program Description

"A Legacy Donor Dies - Now What?!"


Fredrick B. Weber

Estate Settlement Services

Northern Trust

Program Description

"The Licensed Fiduciary Option: 

Now and Later"

 Heather Winters Bull

Principal Licensed Fiduciary

The Families Advocate, LLC

Program Description







Technical Track

"Insuring Philanthropic Clients:  Simple & Powerful Charitable Strategies Using Life Insurance and Annuities"

Lani Starkey, J.D., LLM


Fifty Rock Consulting, LLC

Program Description

Speaker/topic TBD 

"Top 10 Estate Settlement Problems (And What to do About Them)"


Andrew Fussner, Esq.

 Vice President of Estate Settlement

 American Heart Association

Program Description


Thank you to Our Breakout Partners:      


Board of Directors


Thank you to our Partners:



Assets Track 

"The Fine Art of Gifting:  The Role of Appraisers and Appraisals in Non-Cash Charitable Contributions"


Allison D. Gee, M.A., A.S.A.

Accredited Senior Appraiser

Allison Gee Fine Art Appraisals

Program Description

"Looking a Gift Horse in the Mouth..."

Beth Jo Zeiter

President and Designated Broker

R.O.I. Properties

Program Description

"Blockchain and Cryptocurrency Demystified"

Carolyn Sechler


Sechler CPA

Program Description 




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PO Box 4130  Scottsdale, AZ 85261

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