Formerly known as Planned Giving Round Table of Arizona |
Mission: Educate, motivate and empower our community to collectively promote and facilitate charitable gift planning
Vision: We envision an enriched community where leaving a legacy through charitable gift planning is the social norm
31st Annual Conference
May 15-16, 2025
Arizona's Premier Education Event for Gift and Estate Planning Professionals!
Ideal for all nonprofit gift planners and fundraising staff, financial, tax and estate professionals, other wealth advisors,
nonprofit leaders, and board members
Half Day Gift Planning Basics Sessions May 15, 2025 8:00am - 12:00pm Location: TBD |
Full Day Sessions May 16, 2025 7:15am - 3:00pm Desert Willow Conference Center 4340 E. Cotton Center Blvd. Phoenix, Arizona |
AZCGP Members Early Bird Through April 18, 2025: $195 May 16th Full Day Only/$220 Both Days
($220/$245 Standard Registration April 5th - May 9th)
Guests Early Bird Through April 18, 2025: $220 May 16th Full Day Only/$245 Both Days
($245/$270 Standard Registration April 5th - May 9th)
Thank You to Our Event Partner
Click Here for Partnership Opportunities!
May 15, 2025 Half Day Gift Planning Basics
8:00am: Check in/Robust Continental Breakfast/Networking
8:45am - 9:10am "No Policies? What Could Go Wrong?" Troy McNemar |
9:15am - 9:40am "Mastering the Art of Connection: Effective Networking & Communication Strategies" Possibility Wealth Advisors |
9:45am - 10:10am "Easy Gifts that Aren't Cash" Donor Experience Advisor Arizona Community Foundation |
10:30am - 10:55am "Introducing Legacy Gifts" Vonise Petersen |
11:00am - 11:25am "From Mission to Momentum: Marketing Planned Giving with Purpose" CEO, Partner & Co- Founder Pleiades Nonprofit Advisors, LLC |
11:30am - 11:55am "Tips on Setting Up Your Legacy Society" Director, Donor Relations VALLEYLIFE |
May 16, 2025 Full Day Sessions
7:15am: Check in/Robust Continental Breakfast/Networking
8:00am: Welcome and Opening Announcements
8:10am - 9:00am Breakfast Keynote "Harnessing AI for Fundraising Impact" CEO, BWF Session Partner |
12:30pm - 1:20pm Lunch Keynote "Find Your Fundraising Flow: Power Partner Principles Every Changemaker Needs Now" Mallory Erickson Coaching, LLC Session Partner |
Break 9:00am - 9:15am |
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11:40am - 11:55am Break, Networking, Partner Connections 11:55am - 12:30pm Lunch 12:30pm - 1:20pm Lunch Plenary Presentation |
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2:40pm - 3:00pm Closing Remarks End of the Day Giveaways Adjourn |