Planned Giving Round Table of Arizona - Annual Conference

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Rescheduled to August 21, 2020

Arizona's Premier Education event for Gift Planning Professionals

Click here to register to attend today!

Early Bird Registration Available Through July 31, 2020

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Breakfast Plenary

8:15am

"Women in Philanthropy: They Have the Wealth.

Do You Have the Tools to Reach Them?"

Claudine Donikian, JD

President & CEO

Pentera

Lunch Plenary

12:45pm

"Here's What I Was Thinking When

I Said "Health, Education, Maintenance

and Support:" The Effectiveness of a

"Direction Memo" in Modern Estate Planning

Paul Caspersen, CFP(R), MS

Assistant Vice President

Sr. Philanthropic Advisor

University of Florida

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Planned Giving Basics Track

9:30-10:45am

11:00am-12:15pm

2:00-3:15pm

"Planned Giving and

Endowment Basics"

President

Chief Executive Officer

Jewish Community Foundation

Presentation Description to Follow

"Leadership and Legacy giving:

Building a Cohesive Campaign

Team That Goes the Distance"

Partner

Sr. Consultant

Rose City Philanthropy

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"How to Begin a Gift Conversation"

Alex Brovey, JD, LLM

Sr. Director - Gift Planning

Northwell Health Foundation

Intermediate Track

9:30-10:45am

11:00am-12:45pm

2:00-3:15pm

"Zen and the Art of Fundraising"

Alex Brovey, JD, LLM

Sr. Director - Gift Planning

Northwell Health Foundation

"Using Social Media to Enhance

Your Business or Nonprofit"

Russ Bucklew, CAP(R)

Sr. Client Advisor

MRA Associates

Presentation Description to Follow

"The Growing Importance of

Social Impact Investing (SII) to

Planned Giving and Individual

Major Donors-What Non-Profits

Need to Know"

Sr. Portfolio Manager

Social Impact Investing

Wells Fargo-The Private Bank

Technical Track

9:30-10:45am

11:00am-12:45pm

2:00-3:15pm

"Top 10 Data Driven Planned Giving

Concepts for Baby Boomers"

Paul Caspersen, CFP(R), MS

Assistant Vice President

Sr. Philanthropic Advisor

University of Florida

"Inherited IRAs After the SECURE Act"

Charles W. Whetstine

Alyssa B Whetstine

Whetstine Law

Of Counsel to Frazer, Ryan,

Goldberg & Arnold

"Tax Advantaged Business

and Asset Sale"

Tiffany House, CAP(R)

President and CEO

Gift Planning Institute

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Thank You to Our Event Partner:

Thank You to Our Lunch Partner:

Thank You to Our Breakout Partners

Thank you to Our Program Partners

Thank you to Our Partners

Beth Salazar, CAP(R)

Email Us

Info@PGRTAZ.org

Call Us

602.840.2900

Address

PO Box 4130 Scottsdale, AZ 85261

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