Arizona Charitable Gift Planners - 2019 Annual Conference

Formerly known as Planned Giving Round Table of Arizona

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May 3, 2019

Phoenix Country Club - 2901 N 7th Street Phoenix AZ

Arizona's Premier Education Event for Gift Planning Professionals

Thank You to Our Event Partner:

"Tales from the Crypt: The Weird and Wild"

Andrew Fussner, Esq.

Vice President of Estate Settlement

American Heart Association

What could go better with breakfast than a discussion about wills and death. Our opening speaker shares a lighthearted look at the craziest things he has seen in nearly 20 years of charitable estate settlement work.

Presentation

Session pre-approved for 1 PT CE Credit

Breakfast Partnership Available

Click here to view partnership details on the partnership web page

"It’s Showtime: How to Create and Deliver Presentations that Generate Leads and Inspire Gifts "

Lani Starkey, J.D., LLM

Founder

Fifty Rock Consulting, LLC

When presentations are done effectively, there is no faster or more powerful marketing tool to discover new prospects/clients or to close new major/planned gifts. Read more.......

Presentation

Session pre-approved for 1 PT CE Credit

Thank You to Our Lunch Partner:

9:30am-

10:45am

"7 Stages to Planning an

Optimal Estate Gift"

Marc Littlecott, CAP(R), CGPP

Director of Gift Planning

South Dakota State University Foundation

Program Description

Presentation

Session pre-approed for 1 PT

CE Credit

11:00am-

12:15pm

"A Legacy Donor Dies - Now What?!"

Fredrick B. Weber

Estate Settlement Services

Northern Trust

Program Description

Case Study

Presentation

Thank you to this session's partner:

Session pre-approved for 1 PT

CE Credit

Session pre-approved for 1 hour CFP(R) CE Credit

2:00pm-

3:15pm

"The Licensed Fiduciary Option:

Now and Later"

Heather Winters Bull

Principal Licensed Fiduciary

The Families Advocate, LLC

Program Description

Presentation

Session pre-approved for 1 PT

CE Credit

D

"Insuring Philanthropic Clients: Simple & Powerful Charitable Strategies Using Life Insurance and Annuities"

Lani Starkey, J.D., LLM

Founder

Fifty Rock Consulting, LLC

Co-Presenting with

Randy Huston, CFP(R)

Yellowstone Trust Administration, Inc.

Program Description

Handout

Session pre-approved for 1 PT CE Credit

Session pre-approved for 1 hour CFP(R) CE Credit

"What Does It Mean to be Data-Driven?"

Brian S. Nielson, JD

Executive Director Estate and Gift Planning

ASU Foundation

Program Description

Presentation

Session pre-approved for 1 PT CE Credit

"Top 10 Estate Settlement Problems (And What to do About Them)"

Andrew Fussner, Esq.

Vice President of Estate Settlement

American Heart Association

Program Description

Handout

Presentation

Thank you to this session partner:

Session pre-approved for 1 PT CE Credit

Session pre-approved for 1 hour CFP(R) CE Credit

Thank you to Our Breakout Partners:

Board of Directors

Thank you to our Partners:

"The Fine Art of Gifting: The Role of Appraisers and Appraisals in Non-Cash Charitable Contributions"

Allison D. Gee, M.A., A.S.A.

Accredited Senior Appraiser

Allison Gee Fine Art Appraisals

Program Description

Presentation

Session pre-approved for 1 PT CE Credit

Session pre-approved for 1 hour CFP(R) CE Credit

"Looking a Gift Horse in the Mouth..."

Beth Jo Zeitzer

President and Designated Broker

R.O.I. Properties

Program Description

Presentation

Thank you to this session's partner:

Session pre-approved for 1 PT CE Credit

Session pre-approved for 1 hour CFP(R) CE Credit

"Blockchain and Cryptocurrency Demystified"

Carolyn Sechler

Principal

Sechler CPA

Program Description

Reference Material

Presentation

Session pre-approved for 1 PT CE Credit

Session pre-approved for 1 hour CFP(R) CE Credit

Email Us

Info@PGRTAZ.org

Call Us

602.840.2900

Address

PO Box 4130 Scottsdale, AZ 85261

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