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

Presentation
Pre-Approved for 1 PT CE Credit
Pre-Approved for 1 hr (R) 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
.png)

Presentation
Pre-Approved for 1 PT CE credit
Pre-Approved for 1 hr (R) CE Credit
|
 |

|
Breakout
Sessions
9:45am-
10:45am
|
Basics Track
"Viral Media Fundraising,
Corporate Sponsorships,
Legacy Planned Giving"

Session Partner


Presentation to Follow
Your session host: Judi Smith
Pre-Approved for 1 PT CE Credit
|
Intermediate Track
"The Intergenerational
Wealth Transfer:
Disruption, Protection,
and Profit"
.png)
Chris Heldman
President and CEO
Legacy Leaders


Presentation
Your session host: Lori Shepherd
Pre-Approved for 1 PT CE credit
Pre-Approved for 1 hr (R) CE Credit
|
Technical Track
"Fueling Your Mission:
Capitalizing on Gifts
of Oil and Gas"

Joe Hancock
Vice President and
General Counsel
High Ground Advisors


Presentation
Your session host: Jeannette Wright
Pre-Approved for 1 PT CE Credit
Pre-Approved for 1 hr (R) CE Credit
|
Breakout Sessions
11:00am-12:00pm
|
"How to Begin a
Gift Conversation"

Senior Director, Gift Planning
Northwell health Foundation

Your session host: John Moore

Presentation
Pre-Approved for 1 PT CE Credit
|
Intermediate Track
"Why and How
Financial Advisors Should
Engage Clients in Philanthropy"

Juan C. Ros,
CFP(R), AEP(R),CSPG, CEPA, CVGA(R)
Financial Advisor
Forum Financial Management, LP.


Presentation
Your session host: Andy Ragone
Pre-Approved for 1 PT CE Credit
Pre-Approved for 1 hr (R) CE Credit
|
Technical Track
"Socially Responsible Investing"

Brion Crum
Vice President | Investments
Caliber Funds

No Presentation for this Session
Your session host: Lori Shepherd
Pre-Approved for 1 PT CE Credit
Pre-Approved for 1 hr (R) 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)

Your session host: Andy Ragone

Presentation
Pre-Approved 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 CGP DEI Statement Your session host: Stephanie Weadock
Pre-Approved for 1 PT CE Credit
|
Facilitated Networking:
"Planned Giving Career Resources"
Kristen Mihaljevic,
Director, Planned Giving
Arizona Community Foundation
=========================
PGRTAZ Membership
"Joining the
Planned Giving Round Table
of Arizona"
Learn about PGRTAZ
membership
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

Your session host: John Moore

Presentation
Pre-Approved for 1 PT CE Credit
Pre-Approved for 1 hr (R) 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)

Your session host: Andy Ragone

Presentation
Pre-Approved 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
.png)

Your session host: Jeannette Wright

Presentation
Pre-Approved for 1 PT CE Credit
Pre-Approved for 1 hr (R) 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

Your session host: Stephanie Weadock

Presentation to follow Your session host: Stephanie Weadock
Pre-Approved 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
Lorain County
Session Partner


Presentation
Your session host: Judi Smith
Pre-Appr0ved for 1 PT CE Credit
Pre-Approved for 1 hr (R) 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

Your session host: Andy Ragone

Pre-Approved for 1 PT CE Credit
Pre-Approved for 1 hr (R) CE Credit
|
12:05pm - 12:40pm
Closing
Thank You, Recognitions and Prize Giveaways
|
|