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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
Click Here for Presentation Description Click here for Presentation Description


Planned Giving Basics Track

 9:15-10:15am  10:30-11:30am  1:15-2:15pm


 "Planned Giving and

the Power of Endowment"



Kristen Mihaljevic

Director, Planned Giving

Arizona Community Foundation



Approved for 1 PT  CE

 "Leadership and Legacy Giving: 

Building a

Cohesive Campaign 

Team That Goes the Distance"

Jeri Alcock

Partner

Sr. Consultant

Rose City Philanthropy

Approved for 1 PT  CE


"LGBTQ Sensitivity with Donors 

and Clients"


Wallace Hudson

Training Specialist

one-n-ten



Approved for 1 PT  CE
Click Here for Presentation Description Click here for Presentation Description Click Here for Presentation Description


Intermediate Track

9:15-10:15am  10:30-11:30am  1:15-2:15pm

"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




Approved for 1 PT  CE credit

Approved for one (1) hour CE credit


 "Social Media for Dummies"



     

Russ Bucklew, 

JD, CFP(R),

CAP(R) Candidate

Sr. Client Advisor

MRA Associates

 Amanda Miller

Chief Marketing Officer

IQ Communications









Approved for 1 PT  CE

 "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

Social Impact Investing

Wells Fargo-

The Private Bank


Approved for 1 PT  CE

Approved for one (1) hour CE credit
Click here for Program Description Click here for Program Description Click here for Program Description

Technical Track

9:15-10:15am  10:30-11:30am  1:15-2:15pm

 "Top 10 Data Driven Planned Giving

Concepts for Baby Boomers"

Paul Caspersen, CFP(R), MS

Assistant Vice President

Sr. Philanthropic Advisor

University of Florida

Approved for 1 PT  CE

"Gift Smarter: 

Coordinating as a Trusted Advisor Team"

Andrea Claus, Esq.

Attorney

Bivens & Associates,

P.L.L.C.


Approved for 1 PT  CE

"Tax Advantaged Business and Asset Sale"


President and CEO

Gift Planning Institute


Approved for 1 PT  CE

Approved for one (1) hour CE credit
Click here for Presentation Description Click here for Program Description Click here for Program Description

     

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

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