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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! 

 Breakfast Plenary

8:15am


"Women in Philanthropy:  They Have the Wealth. 

Do You Have the Tools to Reach Them?"


Claudine Donikian, JD

President & CEO 

Pentera



Click here for Presentation Description

 Lunch Plenary

12:45pm

"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

Click here for Presentation Description


Planned Giving Basics Track

 9:30-10:45am 11:00am-12:15pm 2:00-3:15pm

 "Planned Giving and

Endowment Basics"

Richard Kasper

President

Chief Executive Officer

Jewish Community Foundation


Presentation Description to Follow

 "Leadership and Legacy giving: 

Building a Cohesive Campaign 

Team That Goes the Distance"

Jeri Alcock

Partner

Sr. Consultant

Rose City Philanthropy

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 "How to Begin a Gift Conversation"


Alex Brovey, JD, LLM

Sr. Director - Gift Planning

Northwell Health Foundation

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Intermediate Track

 9:30-10:45am 11:00am-12:45pm 2:00-3:15pm
 


"Zen and the Art of Fundraising"


Alex Brovey, JD, LLM

Sr. Director - Gift Planning

Northwell Health Foundation




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 "Using Social Media to Enhance

Your Business or Nonprofit"


Russ Bucklew, CAP(R)

Sr. Client Advisor

MRA Associates



Presentation Description to Follow

 "The Growing Importance of

Social Impact Investing (SII) to

Planned Giving and Individual

Major Donors-What Non-Profits

Need to Know"

Lloyd Kurtz

Sr. Portfolio Manager

Social Impact Investing 

Wells Fargo-The Private Bank

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Technical Track

 9:30-10:45am 11:00am-12:45pm 2:00-3:15pm

 "Top 10 Data Driven Planned Giving

Concepts for Baby Boomers"

Paul Caspersen, CFP(R), MS

Assistant Vice President

Sr. Philanthropic Advisor

University of Florida


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"Inherited IRAs After the SECURE Act"

Charles W. Whetstine

Alyssa B Whetstine

Whetstine Law

Of Counsel to Frazer, Ryan,

Goldberg & Arnold

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"Tax Advantaged Business

and Asset Sale"

President and CEO

Gift Planning Institute


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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)

                     

                      


Email Us

Info@PGRTAZ.org

Call  Us

602.840.2900



Address

PO Box 4130  Scottsdale, AZ 85261

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