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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

Core Values:  Integrity, Generosity, Innovation, Collaboration, Engagement, Community

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32nd Annual Conference

May 14-15, 2026

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 14, 2026

8:00am - 12:00pm

Desert Willow Conference Center

4340 E. Cotton Center Blvd.

Phoenix, Arizona 

Full Day Sessions


May 15, 2026

7:15am - 3:00pm

Desert Willow Conference Center

4340 E. Cotton Center Blvd.

Phoenix, Arizona 

AZCGP Members Early Bird Through April 3, 2026:  $195 May 16th Full Day Only/$220 Both Days 

($220/$245 Standard Registration April 4th - May 8th)

Guests Early Bird Through April 3, 2026:  $220 May 16th Full Day Only/$245 Both Days

($245/$270 Standard Registration April 4th - May 8th) 

Click Here to Register Today!

Thank You to Our Event Partner!


May 14, 2026 Half Day Gift Planning Basics

8:00am - 12:00pm

Six 25 minute sessions curated and presented by industry professionals to give those new to planned giving or those seeking tips on starting a planned giving program.

Check Back!  Each session's presenter, topic and details will be posted here as they are confirmed.

May 15, 2026 Full Day Sessions

7:15am - 3:00pm

Two Keynotes and Nine Breakout Sessions in Three Different Tracks

Getting Started, Getting Inspired and Getting Technical

Check Back!  Further details for each session will be posted here as they are recieved. 

8:10am - 9:00am

Breakfast Keynote

"Tales from the Crypt:  The Weird & The Wild"

Andrew Fussner, Esq.

National VP, Estate Settlement

American Heart Association


Session Partner

12:30pm - 1:20pm

Lunch Keynote

Topic TBD

Brian Nielson

Estate and Charitable Planning Professional

AziMuth Legal Solutions

Session Partner



Break

9:00am - 9:15am


  Getting Started Getting Inspired Getting Technical
9:15am - 10:20am

Topic TBD

Brian Nielson

Estate and Charitable Planning Professional

AziMuth Legal Solutions

"Engaging NexGen Donors"

Riley Arter, J.D., CAP®

Associate Atorney

Tiffany & Bosco, P.A.

"Tax Advantaged Portfolio Extenstions"

Justin D. Smith, CAP®, CFA®, CFP®

Financial Advisor

Savant Wealth Management

 10:30am - 11:40am

"Engaging Handraisers:  The Blueprint for Turning Interest into Impact"

Alison J. Hay

Head of Success

GivingDocs

"Bequests Gone Bad - Twelve Ways to Lose Your Charitable Bequest"

Andrew Fussner, Esq.

National VP, Estate Settlement

American Heart Association

"Donors and Second Homes"

Jeffrey M. Glebocki

Founder & Lead Advisor

Strategy + Action/Philanthropy



11:40am - 11:55am

Break, Networking, Partner Connections


11:55am - 12:30pm

Lunch

12:30pm - 1:20pm

Lunch Plenary Presentation


Afternoon Breakout Sessions


 1:35pm - 2:40pm

"The 72-Hour Planned Giving Starter Program"

Judith A. Smith, MA, CFRE

President

GivingSMITH

"When Gifts and Ethics Collide:  A Case Study from the 90210"


Kimberly Jetton, MNM, CFRE

President, Partner and Founder

Pleiades nonprofit Advisors

"Tax Advantage Business Sales"

Tiffany T. House, CAP®, CEPA, FCEP

Tax, Estate & Charitable Strategist

Tax & Estate Strategy | Gift Planning Institute


2:40pm - 3:00pm

Closing Remarks

End of the Day Giveaways

Adjourn

Thank You to Our Current Partners:

 Event Partner


Lunch Partner

Half Day Conference Partner

Pre Conference Reception Partner

WiFi Partner


Breakout Partners

                


       Partners

                                                                                              


         





Arizona Charitable Gift Planners

www.azgiftplanners.org

admin@azgiftplanners.org

  602.840.2900 X1




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