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Arizona's Premier Education event for Gift Planning Professionals
Thank you to all who joined us!!
Breakfast Plenary
8:15am
"If We Could Look Into
a Crystal Ball,
What Would We See?"
Steven G. Seleznow
President & CEO
Arizona Community Foundation
Approved for 1 PT CE
Lunch Plenary
12:00pm
"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
Approved for 1 PT CE credit
Approved for one (1) hour CE credit
Planned Giving Basics Track
"Planned Giving and
the Power of Endowment"
Kristen Mihaljevic
Director, Planned Giving
"Leadership and Legacy Giving:
Building a
Cohesive Campaign
Team That Goes the Distance"
Jeri Alcock
Partner
Sr. Consultant
Rose City Philanthropy
"LGBTQ Sensitivity with Donors
and Clients"
Wallace Hudson
Training Specialist
one-n-ten
Intermediate Track
"Estate Planning and
Trust Management for a
Brave New World:
It's All in the Family...
What's a Family?"
R. Hugh Magill
Vice Chairman
The Northern Trust Company
"Social Media for Dummies"
Russ Bucklew,
JD, CFP(R),
CAP(R) Candidate
Sr. Client Advisor
MRA Associates
Amanda Miller
Chief Marketing Officer
IQ Communications
"The Growing Importance
of Social Impact Investing
(SII) to Planned Giving
and Individual Major
Donors-What
Non-Profits
Need to Know"
Lloyd Kurtz
Sr. Portfolio Manager
Social Impact Investing
Wells Fargo-
The Private Bank
Jane Marie Petty, ChFC(R)
Director of Consulting
Technical Track
"Top 10 Data Driven Planned Giving
Concepts for Baby Boomers"
"Gift Smarter:
Coordinating as a Trusted Advisor Team"
Andrea Claus, Esq.
Attorney
Bivens & Associates,
P.L.L.C.
"Tax Advantaged Business and Asset Sale"
President and CEO
Gift Planning Institute
Thank You to Our Event Partner:
Thank You to Our Lunch Partner:
Thank You to Our Breakout Partners
Thank You to Our Social Engagement Lunchbox Partner!
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