Formerly known as Planned Giving Round Table of Arizona
Strategic Doing - Making Plans That Impact
Tired of talking about strategic planning and ready to move on to the next step? Learn how to transform that strategic plan that sits on your bookshelf into something you'll actually use. Through this session, learn how to simplify the strategic planning process so that your organization can finally focus on action and impact.
Through this session, participants will:
Thanks to Sue Gaub, CFRE, Chapter Past President for sponsoring the July webinar.
When & Where
Wednesday, July 27
Time: 10:00am - 11:00am
Location: Halle Heart Children’s Museum
2929 S. 48th St., Tempe, AZ 85282
*Please note the webinar is not available for remote participation.
Cost
AFP Member - Free
Nonmember - $25.00Click here to register today!
Greetings,
We'd like nothing more than to add value to your career by offering access to one of the largest networks of professionals in charitable gift planning AND the opportunity to attend the National Conference on Philanthropic Planning, NCPP, for a lower rate! Find out how much you can save with a PPP membership AND NCPP registration>>
Join us for Planned Giving 200 series
Gain knowledge to build endowment
The Planned Giving 200 series helps development staff of nonprofit organizations build on the knowledge of Planned Giving Basics and enhance their understanding of endowment building and engaging donors in legacy giving. Over three lunch-and-learn sessions, participants will learn about complex gifts like real estate and life insurance, using data and research to inform your planned giving strategy and how to approach the sensitive conversation of legacy giving with potential donors.
PLANNED GIVING 201
Tuesday, July 13
10:30 a.m. to 2:00 p.m.
Debi Bisgrove Community Philanthropy Center at ACF
2201 E. Camelback Road, Suite 405B, Phoenix
RSVP online
PLANNED GIVING 202
Tuesday, July 19
PLANNED GIVING 203
Friday, August 19
Noon to 3:30 p.m.
Join YNPN Phoenix for an evening of great discussion led by Mr. Neil Giuliano, President and CEO of Greater Phoenix Leadership. Mr. Giuliano will be sharing his personal journey of becoming a thought leader in our sector, as well as tips and advice for you to take on your own journey.
One lucky attendee will also receive a copy of Mr. Giuliano’s book, The Campaign Within: A Mayor’s Private Journey to Public Leadership. Don't miss out!
REGISTER NOW
Having difficulty registering? Meet us at the door and we'll get you set up.
Don't Delay - Sign Up Today!
The Future of Fundraising
Digital Fundraising has made its way into the development programs of hundreds of philanthropies across the country. In concert with the rise in online events such as Giving Days and crowdfunding, digital fundraising has become a critical channel for all non-profit organizations, large and small. We will explore the elements of a next generation development office, from a technology and strategy perspective.
At the conclusion of this session, participants will learn:
1. Takeaway actionable steps to start and grow a digital fundraising program
2. Identify areas for growth in the industry, digital communication, stewardship, and major donor identification
3. Hear case studies from some of the country's best digital fundraisers
Tuesday, June28 Time: 10:00am - 11:00am Location: Mesa Community College 1833 W. Southern Ave. Mesa, AZ 85202 ROOM: Library, 1st floor,
Community Room (LB145)
Lunch to be provided for all attendees compliments of Mesa Community College.
AFP Member - $10.00
Nonmember - $25.00
Click here to register today!
Read the latest edition of the Alliance of Arizona Non Profits The Connector.....
Date: Thursday, August 25, 2016 Time: Registration and Breakfast start at 7:15am. Welcome and Opening remarks start at 8:00am. Venue: National Bank of Arizona Conference Center Address: 6001 N 24th Street, Phoenix, AZ 85016 Cost: $29 through July 31, $39 starting August 1 Click Here to Register
Designed specifically for young and emerging professionals interested in serving on a nonprofit board, this half-day in-person workshop will explain the roles, responsibilities and expectations involved, before committing to board service. Created by the Alliance of Arizona Nonprofits in partnership with The Manifesto Project Arizona, Boardroom Basics features nonprofit leaders and partners working together for a day of valuable insight on a range of board service roles, including:
Attendees will hear from Alliance of Arizona Nonprofits CEO Kristen Merrifield about what exactly nonprofits are, how they operate, and their role in our community plus get personal board service tips from a panel of nonprofit experts.
Schedule of Events: 7:15 Registration, Breakfast, and Networking 8:00 Welcome and Opening Remarks 8:15 Nonprofits 101 - Kristen Merrifield, Alliance of Arizona Nonprofits 8:45 YP Board Service Tips Panel - Moderator: Michal Tyra, The Manifesto Project Arizona 9:45 The Fiduciary Role - Lisa Stevenson, Stevenson CPA 10:25 The Legal Role - Ellis Carter, Carter Law Group 11:05 The Fundraising Role - Nancy Grace, Graceful Fundraising 11:45 Q&A and Wrap Up
Call for Leadership Award Nominations
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Nominations are now being accepted for the AFP Greater Arizona 32nd Annual Philanthropy Leadership Awards!
Want a great way to recognize that exceptional supporter who goes beyond the call for your organization, or show a member of your development team that he/she deserves to be recognized for his or her passion and dedication? Nominate them for a Philanthropy Leadership Award!
Nominations are being accepted in the following categories:
• Outstanding Philanthropist
• Outstanding Volunteer Fundraiser
• Outstanding Corporation/Foundation
• Outstanding Fundraising Executive
• Outstanding Youth/Student
Nominations are due by July 8, 2016. Please click a category above to download the form. 32nd Annual Philanthropy Leadership Awards
Wednesday, November 9, 2016
JW Marriott Camelback Inn Scottsdale Resort & Spa 5402 E. Lincoln Dr. Scottsdale, AZ 85253
SPONSORSHIP
This event would not be a success without the continuing support of partners like you, thank you! A description of the levels of sponsorship can be downloaded here.
For any questions please call our chapter office at 480-947-3459 or email admin@afpaz.org
SESSION HIGHLIGHTS Friday, July 21 9:00a.m. - 10:15a.m.
Creating Your Personal Brand to Move Your Career Forward
Colette M. Murray, JD, CFRE, CEO, Pascal Murray
Explore the possibility of creating your own personalized “brand” to move your career forward. Colette Murray will walk you through the steps of determining how you want to be perceived and how you are actually perceived, and address how you can achieve the professional image you desire. Receive helpful information on creating a “career toolbox” and earn how your overall demeanor affects your personal and professional image. Also get tips on how to ace that all-important interview!
Demystifying Planned Giving
Paul Kirchgraber, Development Director, Yavapai College Foundation
This presentation is for anyone who has ever left a planned giving seminar confused by the alphabet soup of NIM CRUTs, CRATS, GIFs etc. Come prepared to learn the 3 most common planned gift types, and understand why you don’t have to be a lawyer, CPA or financial planner to initiate conversation about estate gifts with your donors. You will also learn what your organization needs in order to successfully implement a new planned giving program, or to increase awareness of an existing effort.
Seeing More Gifts From Donor-Advised Funds?
Clyde Kunz, Vice President, Community Foundation for Southern Arizona
Donor-advised funds (DAFs) are becoming more commonplace as many donors’ preferred method for supporting charitable causes. Nonprofit professionals sometimes struggle to find answers to several questions: How should these gifts be acknowledged? Can donor benefits be awarded to the individual(s) who started the DAF? Just how do DAFs work, and how do I talk with my organization’s donors about them? In this session, we will address the answers to these questions and more, with a goal of becoming more comfortable talking with donors about DAFs, and ensuring that our nonprofits and our donors stay clear of possible IRS problems!
Click here for more sessions!
July 21 - 22, 2016
Where: Carefree Resort & Conference Center
37220 N. Mule Train Rd., Carefree, AZ 85377
Early-Bird Rates
Member - $225
Partner* - $250
Non-Member - $275
Rates After 7/1/16
Member - $275
Partner* - $300
Non-member - $325
Single Day Rates
July 21st
Member - $165
Partner* - $180
Non-member - $195
July 22nd
Member - $110
Partner* - $120
Non-member - $130
* Partner rates are reserved for members of the Alliance of Arizona Nonprofits and the Planned Giving Round Table of Arizona.
CLICK HERE for more information and to register!
Lodging
Carefree Resort & Conference Center
37220 Mule Train Road
Carefree, AZ 85377
http://www.carefree-resort.com/
The Carefree Resort & Conference Center is offering Conference attendees a special discounted rate of $82. To make a reservation, call (480) 488-5300 and mention that are you with AFP to receive the discounted room rate. Reservation cut-off date is June 27, 2016.
Arizona Charitable Gift Planners
www.azgiftplanners.org
admin@azgiftplanners.org
602.840.2900 X1
