Menu
Log in

                                           

Log in

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


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:  $75 May 14th Half Day Only/$195 May 15th Full Day Only/$220 Both Days 

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

Guests Early Bird Through April 3, 2026:  $75 May 14th Half Day Only/$220 May 15th 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!

Click Here to View Partner Opportunies

May 14, 2026 Half Day Gift Planning Basics

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.

8:00am - 12:00pm

 8:45am - 9:10am

"No Policies? What Could Go Wrong?"









Troy McNemar

Certified Specialist in Estate and Trust Law

McNemar Law Offices, P.C.

 9:15am - 9:40am

"Topic TBD"


Andy Ragone

CEO, Partner & Co- Founder

Pleiades Nonprofit Advisors, LLC

9:45am - 10:10am

"Topic TBD"


Darin Shebesta, CFP®

Possibility Wealth Advisors LLC

                       
                             Presentation Description    

 10:30am - 10:55am

"Easy Gifts that Aren't Cash"



Jill McIlroy

Donor Experience Advisor

Arizona Community Foundation

 11:00am - 11:25am


"Gift Intention Audit"


Shannan Rice

Assistant Vice President, Gift Planning

Northern Arizona University

 11:30am - 11:55am


"Tips on Setting Up Your

Legacy Society"


Margaret Stephens-Reed

Director, Donor Relations

                      VALLEYLIFE                                  

                                  Presentation Description                                     Presentation Description                                 Presentation Description

Thank You to Our Half Day Session Partner!

May 15, 2026 Full Day Sessions

7:15am - 3:00pm

Two Keynotes and Nine Breakout Sessions in Three Different Tracks

Getting Started Getting Inspired Getting Technical

8:10am - 9:00am

Breakfast Keynote

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

Andrew Fussner, Esq.

National VP, Estate Settlement

American Heart Association


Presentation Description


Session Partner

12:30pm - 1:20pm

Lunch Keynote

"Lessons From the Vine-

Thoughts for Fundraisers in an AI World"

Brian Nielson

Estate and Charitable Planning Professional

AziMuth Legal Solutions

Presentation Description

Session Partner



Break

9:00am - 9:15am


 

Getting Started

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

"Estate Plannning Essentials"


Brian Nielson

Estate and Charitable Planning Professional

AziMuth Legal Solutions


Presentation Description

"Engaging NexGen Donors"


Riley Arter, J.D., CAP®

Associate Atorney

Tiffany & Bosco, P.A.



Presenation Description

"Tax Advantaged Portfolio Extenstions"


Justin D. Smith, CAP®, CFA®, CFP®

Financial Advisor

Savant Wealth Management



Presentation Description

 10:30am - 11:40am

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


Alison J. Hay

Head of Success

GivingDocs


Presentation Description

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


Andrew Fussner, Esq.

National VP, Estate Settlement

American Heart Association


Presentation Description

"Giving While Getting Away:  What Inspires Donors to Support Their Second Home Communities"


Jeffrey M. Glebocki

Founder & Lead Advisor

Strategy + Action/Philanthropy


Presentation Description


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


Presentation Description

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


Kimberly Jetton, MNM, CFRE

President, Partner and Founder

Pleiades Nonprofit Advisors


Presentation Description

"Tax Advantaged Business Sales Strategies"


Tiffany T. House, CAP®, CEPA, FCEP

Tax, Estate & Charitable Strategist

Tax & Estate Strategy | Gift Planning Institute


Presentation Description


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




Powered by Wild Apricot Membership Software