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Formerly known as Planned Giving Round Table of Arizona

                                           

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30th Annual Conference 

Title Sponsor

Introduction to Planned Giving

Half Day Session

May 16, 2024

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

Click Here to Register Today!

Early Bird Through April 19, 2024

Click Here to View Partnership Opportunities


May 16, 2024 Introduction to Planned Giving Half Day Session Program

(No Cost with Paid Full Day Conference Registration-Sign ups available through full day conference registration process)

 8:30am -

 8:45am

Opening Remarks

 8:45am -

 9:15am


"Easy Gifts That Aren't

Cash:  Stock, QCDs,

and Beneficiary Designations"


Kristen Mihaljevic

 9:15am -

 9:45am

"Getting Started

with a Volunteer

Charitable Gift

Gift Planning Committee"


Beth Salazar

 9:45am -   10:15am  

"Having the

Legacy Gift

Conversation"



John Moore &

Kathie Barnes 

10:15am - 10:30am

Break 

 10:30am -   11:00am

"Integrating the Gift

Planning Message"



Nicola Lawrence

11:00am -

11:30am

"Setting Up a Legacy Society"





Judi Smith 

11:30am - 12:00pm

"What to Do When

Your Donor Dies"


Amber Ramirez 

Half Day Session Supported by

 

May 17, 2024 Full Day Conference Program

 7:15am 

Check in, Networking, Partner Connections

Breakfast

8:00am

Opening Announcements


Breakfast Keynote

8:10am - 9:00am

"The Gift of Lift: 

Harnessing the Power of

Stewardship to Elevate the World"


David R. York

Author


Presentation Description



Session is Pending Approval for 1PT  CE Credit


 Lunch Keynote

12:30pm - 1:20pm


"Financial Planning Trends &

Impending Legislation"



Sandra Swirski, LLC

Founder

Integer, LLC


Presentation Description to Follow






Session is Pending Approval for 1PT  CE Credit



9:00am - 9:15 am

Break










Breakout

Sessions

9:15am -

10:20am

 Getting Started

"AI in Charitable Gift Planning"



Paul Caspersen, CFP®, AEP®, MS

President

Planned Giving Interactive, LLC



Presentation Description to Follow


Session is Pending Approval for 1PT  CE Credit

 Getting Inspired

"Family Philanthropy"



Lisa Detanna

Raymond James




Presentation Description





Session is Pending Approval for 1PT  CE Credit

 Getting Technical


"Enforcing Charitable Agreements:

Who Has the Right?"



Kirk Ross

Charitable Giving Advisor


Presentation Description to Follow





Session is Pending Approval for 1PT  CE Credit

10:20am - 10:30am

Break





Breakout

Sessions

10:30am -

11:40am

 Getting Started


"Calculating Return on Investment

for Planned Giving Marketing:

A Conversation for the

Planned Giving Community"


Katherine Swank, JD

Strategic Consultant, Principal

Customer Success,

Optimization Services

Blackbaud



Presentation Description to Follow





Session is Pending Approval for 1PT  CE Credit

Getting Inspired


"Riveted: 44 Values That

Change the World"


David R. York

Author



    Presentation Description


Session is Pending Approval for 1PT  CE Credit

Getting Technical

"Gifting LLC Interests"



Reynolds Cafferata

Partner

Rodriguez,Horii, Choi & Cafferata LLP







Presentation Description to Follow




Session is Pending Approval for 1PT  CE Credit


11:40am - 11:55am:  Break

11:55am:  Lunch

12:30pm - 1:20pm

Lunch Plenary

1:20pm - 1:35pm:  Break










Breakout

Sessions

1:35pm -

2:40pm

Getting Started

"What Story is Your IRS

Form 990 Telling"




Lisa Lumbard, CPA, CGFM

Lumbard Consulting, LLC





Presentation Description




Session Pending Approval for 1PT  CE Credit

Getting Inspired


Results of Crescendo's Recent

Major & Planned Gifts

Marketing Study



Ryan LaCanfora

Integrated Marketing - West Coast Region

Crescendo Interactive



Presentation Description to Follow






Session is Pending Approval for 1PT  CE Credit

Getting Technical

"Leveraging Generosity ~

A Road Map

which outlines four big

picture planning areas of opportunity

to maximize charitable

giving, and reduce tax liabilities" 


Michael King

Vice President

Charitable Wealth Strategist



Presentation Description to Follow




Session is Pending Approval for 1PT  CE Credit


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

     




Thank You to Our WiFi Partner



Thank You to Our Program Partners






Arizona Charitable Gift Planners

www.azgiftplanners.org

admin@azgiftplanners.org

  602.840.2900 X1



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