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May 20-21, 2021

Arizona's Premier Education event for Gift Planning Professionals


Event Partner

 

Click Here to Register Now!

Click Here to View Partnership Details!

Click here to view current partners

(Workshops and Presentation details may be subject to change)

 8:00am - 8:30am

Log on, Networking, Partner Connections

 8:30am - 8:40am

Welcome Announcements


 Morning Keynote

8:40am - 9:35am


"Zen and the Art of Donor/Client

Engagement"



Senior Director, Gift Planning

Northwell health Foundation







Pending Review for 1 PT  CE Credit

 Lunch Keynote

12:30pm - 1:45 pm



"The Secrets to Charitable Gifts

of Noncash Assets"



Dana J. Holt, JD, RICP, AEP(R), CAP(R)

CEO & Philanthropic Strategist

Holt Consulting

 

    Lunch Partner




Pending Review for 1 PT  CE credit


Click here for Presentation Description Click Here for Presentation Description

 

 





Breakout

Sessions

9:45am-

10:45am



Basics Track

 "Taking Your 

Message Viral"




Pete Winters

President

Virtual Media Fundraising



Presentation Description to Follow

Session Partner


Pending Review for 1 PT  CE Credit

Intermediate Track

"The Intergenerational

Wealth Transfer: 

Disruption, Protection,

and Profit"


Chris Heldman

President and CEO

Legacy Leaders



Click Here for Presentation Description




Pending Review for 1 PT  CE credit

 Technical Track


"Fueling Your Mission: 

Capitalizing on Gifts

of Oil and Gas"


Joe Hancock

Vice President and

General Counsel

High Ground Advisors


Click Here for Presentation Description




Pending Review for1 PT  CE Credit

 Breakout Sessions

11:00am-12:00pm

 Basics Track

"How to Begin a

Gift Conversation"

Senior Director, Gift Planning

Northwell health Foundation



Click Here for Presentation Description

Pending Review for 1 PT  CE Credit

 Intermediate Track

 

"Making Philanthropy a

Part of Your Financial

Planning Practice"

Juan C. Ros,

CFP(R), AEP(R),CSPG, CEPA, CVGA(R)

Financial Advisor

Forum Financial Management, LP.


Click Here for Presentation Description

Pending Review for 1 PT  CE Credit

 Technical Track


"Socially Responsible Investing"

Brion Crum

Vice President | Investments

Caliber Funds



Presentation Description to Follow

Pending Review for 1 PT  CE Credit

12:10pm - 12:30pm


Lunchtime Demo

Margaret Stephens-Reed and Chef Butch


 12:30pm 1:45pm

Lunch Keynote

"The Secrets to Charitable Gifts

of Noncash Assets"


Dana J. Holt, JD, RICP, AEP(R), CAP(R)

CEO and Philanthropic Strategist 

Holt Consulting

 




Conference Extras

1:50pm-

2:40pm


"The Organized Estate: 

A Gift You Give Yourself and Others"


Andrea Brundage

Professional Organizer &

Bringer of Calm

Simple Organized Solutions (SOS)

Click Here for Presentation Description

Pending Review for 1 PT  CE Credit

 

Ask The Experts:

Joe Hancock

Chris Heldman

Pete Winters


Ask the Experts

will be delivered in

separate virtual meeting rooms 

for each expert providing a

deeper dive into the areas

of expertise in an open

dialogue format

 

Facilitated Networking:


"Professional Advisors

and Planned Giving"



Facilitated networking

session presented in a

open dialogue format

with structure and engaging

tools to maximize

connections and 

useful take aways

 

Friday, May 21, 2021

 8:00am - 8:15 am

Reconvene and Welcome Announcements

 





Conference Extras

8:15am-

9:15am

 Ask The Experts:


Alexandra Brovey

Juan Ros


Ask the Experts will be

delivered in separate

virtual meeting rooms

for each expert providing

a deeper dive into the areas

of expertise in an open

dialogue format


 "Approaching Diversity, Equity,

and Inclusion: Finding Your

Why and Beginning the Conversation"

Michael Kenyon

President & CEO

National Association of

Charitable Gift Planners

 

Kelli A. Smith, CFRE

Chief Development Officer

John Ball Zoo |

Chair-Elect, NACGP

Presentation Description to Follow

Pending Review for 1 PT  CE Credit

 PGRTAZ Membership


"Joining the

Planned Giving Round Table

of Arizona"



Facilitate session 

about membership

in PGRTAZ to 

include benefits, connections, 

membership makeup

and networking 

opportunities

Breakout

Sessions


10:00am-

11:00am

Basic Track


"Planned Giving and

Endowment Basics"


Richard Kasper

President & CEO

Jewish Community Foundation

of Greater Phoenix



Click Here for Presentation Description

Pending Review for 1 PT  CE Credit

Intermediate Track


"Creating and Engaging

a Planned Giving

Professional Advisory

Council"


Beth Salazar, CAP(R)

Planned Giving Manager

Southwest Autism Research and

Resource Center (SARRC)


Click Here for Presentation Description

Pending Review for 1 PT  CE Credit

Technical Track


"Tea Leaves and Storm Warnings: How

the Biden Tax Agenda

Could Affect Charitable gift Planning"

Russell A Willis III, J.D., LL.M.

Tax Lawyer, Writer

and Consultant


Session Partner


Click Here for Presentation Description

Pending Review for 1 PT  CE Credit

 Breakout Sessions

11:05am-

12:05pm

 Basic Track

"I Implemented a Planned

Giving Program -

A True Story"

Margaret Stephens-Reed

Director of Development

VALLEYLIFE 


Click Here for Presentation Description

Pending Review for 1 PT  CE Credit

 Intermediate Track

"Integrating a Successful

Business Exit with the

Significance of

Charitable Giving"

Laura J. Malone, CAP(R), CEPA

Development Officer

Community Foundation of

Loraine County

Click Here for Presentation Description

Session Partner

Pending Review for 1 PT  CE Credit

 Technical Track

"Take the Fear Out of

Gifts of Real Estate!"


Dana J. Holt, JD, RICP, AEP(R), CAP(R)

CEO & Philanthropic Strategist

Holt Consulting



Click Here for Presentation Description

Pending Review for 1 PT  CE Credit

12:00pm - 12:40pm

Closing

Thank You, Recognitions and Prize Giveaways


     

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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