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30th Annual Conference
Title Sponsor
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Introduction to Planned Giving Half Day Session May 16, 2024 8am Check in, beverages, bagels and pastries See below for session line up Arizona Community Foundation 2201 E Camelback Road Ste 405B Phoenix AZ 85016 |
Full Day Conference for all Gift Planning Professionals May 17, 2024 Desert Willow Conference Center 4340 East Cotton Center Blvd Phoenix AZ 85040 |
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Introduction to Planned Giving May 16th Half Day Sessions 8am check in w/ beverages, bagels and pastries
Half Day Session Supported by
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May 17, 2024 Full Day Conference Program Click Here for the Virtual Proceedings Booklet 7:15am Check in, Networking, Partner Connections Breakfast |
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8:00am Opening Announcements |
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Breakfast Keynote 8:10am - 9:00am "The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World"
Author
Session is Approved for 1PT |
Lunch Keynote 12:30pm - 1:20pm "Charitable Planning Trends and Legislative Insight from Washington"
Principal Integer, LLC
Session is Approved for 1PT Program is Approved for one (1) hour of |
CE Credit
CE credit9:00am - 9:15 am
Break
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Breakout Sessions 9:15am - 10:20am |
Getting Started "Leveraging AI in Charitable Gift Planning for 2024 and Beyond"
Paul Caspersen, CFP®, AEP®, MS President Planned Giving Interactive, LLC  Session is Approved for 1PT |
Getting Inspired "Philanthropy and Next Gen"
Senior Consultant 21/64
Session is Approved for 1PT |
Getting Technical "Enforcing Charitable Agreements: Who Has the Right?"
Sr. Trust Advisor Charitable Giving Advisor Fifth Third Bank
Session is Approved for 1PT Program is Approved for one (1) hour of |
10:20am - 10:30am
Break
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Breakout Sessions 10:30am - 11:40am |
Getting Started "Calculating Return on Investment for Planned Giving Marketing: A Conversation for the Planned Giving Community"
Principal Strategic Analytics Consultant Blackbaud, Inc.
Session is Approved for 1PT Program is Approved for one (1) hour of |
Getting Inspired "Entrusted: Building a Legacy That Lasts"
Author
Session is Approved for 1PT |
Getting Technical "Gifts of LLC Interests: the Good, the Bad and the Ugly"
Partner Rodriguez,Horii, Choi & Cafferata LLP
Session is Approved for 1PT Program is Approved for one (1) hour of |
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11:40am - 11:55am: Break
11:55am: Lunch
12:30pm - 1:20pm
1:20pm - 1:35pm: Break
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Breakout Sessions 1:35pm - 2:40pm |
Getting Started "What Story is Your IRS Form 990 Telling?"
Lisa B. Lumbard, CPA, CGFM Lumbard Consulting, LLC
Download Presentation
Session Approved for 1PT Program is Approved for one (1) hour of |
Getting Inspired “Maximizing Impact: Actionable Marketing Strategies for the Gift Planners ”
AVP & West Coast Representative Crescendo Interactive Presentation to be Delivered
Session is Approved for 1PT |
Getting Technical "Leveraging Generosity ~ A Road Map"
Vice President Charitable Wealth Strategist
Session is Approved for 1PT Program is Approved for one (1) hour of |
2:40p - 2:55pm
Break
2:55pm - 3:30pm
Closing
End of the Day Giveaways
Thank You to Our Event Partner:
Thank You to Our Introduction to Planned Giving Half Day Session Partner
Thank You to Our Pre-Conference Reception Partner
Thank You to Our Breakout Session Partners
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Thank You to Our WiFi Partner
Thank You to Our Program Partners
