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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

Click here to review partnership opportunities! 

 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"


Kristen Mihaljevic

Director, Planned Giving

Arizona Community Foundation

 "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

Presentation Description to Follow Click here for Presentation Description Presentation Description to Follow


Intermediate Track

 9:30-10:45am  11:00am-12:15pm  2:00-3:15pm

"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





 "Social Media for Dummies"




Russ Bucklew, JD, CFP(R),

CAP(R) Candidate

Sr. Client Advisor

MRA Associates



 "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

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Technical Track

 9:30-10:45am  11:00am-12:15pm  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


"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


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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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