Rescheduled to August 21, 2020
Arizona's Premier Education event for Gift Planning Professionals
Click here to register to attend today!
Early Bird Registration Available Through July 31, 2020
Click here to review partnership opportunities!
"Women in Philanthropy: They Have the Wealth.
Do You Have the Tools to Reach Them?"
Claudine Donikian, JD
President & CEO
"Here's What I Was Thinking When
I Said "Health, Education, Maintenance
and Support:" The Effectiveness of a
"Direction Memo" in Modern Estate Planning
Paul Caspersen, CFP(R), MS
Assistant Vice President
Sr. Philanthropic Advisor
University of Florida
Planned Giving Basics Track
"Planned Giving and
Chief Executive Officer
Jewish Community Foundation
"Leadership and Legacy giving:
Building a Cohesive Campaign
Team That Goes the Distance"
Rose City Philanthropy
"How to Begin a Gift Conversation"
Alex Brovey, JD, LLM
Sr. Director - Gift Planning
Northwell Health Foundation
"Zen and the Art of Fundraising"
"Using Social Media to Enhance
Your Business or Nonprofit"
Russ Bucklew, CAP(R)
Sr. Client Advisor
"The Growing Importance of
Social Impact Investing (SII) to
Planned Giving and Individual
Major Donors-What Non-Profits
Need to Know"
Sr. Portfolio Manager
Social Impact Investing
Wells Fargo-The Private Bank
"Top 10 Data Driven Planned Giving
Concepts for Baby Boomers"
"Inherited IRAs After the SECURE Act"
Charles W. Whetstine
Alyssa B Whetstine
Of Counsel to Frazer, Ryan,
Goldberg & Arnold
"Tax Advantaged Business
and Asset Sale"
President and CEO
Gift Planning Institute
Thank You to Our Event Partner:
Thank You to Our Lunch Partner:
Thank You to Our Breakout Partners
Thank you to Our Program Partners
Thank you to Our Partners
Beth Salazar, CAP(R)
PO Box 4130 Scottsdale, AZ 85261