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Formerly known as Planned Giving Round Table of Arizona


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Speaker's Bureau

Policy as accepted by the AZCGP Board:

AZCGP will maintain a database of local speakers who have identified themselves as willing to speak about planned giving topics.  When a program presenter is looking for a speaker, they will be able to contact us for recommendations for potential speakers they can contact.

Speaker Eligibility – A speaker must be a member of AZCGP to register themselves as a potential speaker.  The speaker will provide their contact information about topics about which they are willing to speak. 

IMPORTANT:  AZCGP will not vet potential speakers.

Programmer Eligibility – Any nonprofit organization looking for a speaker will be able to use the Speakers Bureau.  Any other programmer looking for a speaker must be a member of AZCGP.

Cost – The program will be offered at no cost to either speakers or programmers.

Logistics – The Speakers Bureau is available to members and non members of AZCGP.

Please email the administrative office with your request to secure/inquire about a speaker listed, or to provide your information for listing.


Russell Willis, Consultant 

Until recently based in Portland, Oregon, now transplanted to Tucson, Arizona, Russ works as a freelance paralegal consultant with nonprofits, donors, and their advisors in structuring charitable contributions of closely held business and real property interests, so as to serve the mutual advantage of all parties. He also provides legal research and advice on income and transfer tax planning more generally, and writes the occasional trial or appellate brief. For ten years, Russ was a writer and editor for a subscription website that provided daily coverage and in-depth analysis of developments in tax law affecting charitable gift planning. More recently he has launched his own newsletter, the "Jack Straw Fortnightly," analyzing current developments in the law -- both tax and nontax -- concerning the transfer of private wealth in this country. Russ has spoken at any number of national and regional conferences, and to local planned giving roundtables, community foundations, and bar associations. Russ has an undergraduate degree in English literature from Indiana University in Bloomington and a master's in English from the University of Chicago. He earned his J.D. at St. Louis University and his master's in taxation law at Washington University in St. Louis, Missouri, where he practiced law for more than twenty years. A transportational bicyclist and sometime bike mechanic, Russ was a founding director of the St. Louis Regional Bicycle Federation and chaired its policy and advocacy committee before moving to Portland in 2008 to live car-free.

Topics (Details):

Gift Design

Current Events

Case Studies

Marketing/ Cultivation

 Tiffany T. House, CAPĀ®, CEPA

Tiffany House, CAPĀ®, CEPA is a Chartered Advisor in Philanthropy (CAP) and Certified Exit Planning Advisor (CEPA). She is President and founder of the Gift Planning Institute and Exit Preparation, LLC. Tiffany uses her experiences as an entrepreneur, wealth advisor, business strategist and fundraiser to help her clients and donors achieve optimal outcomes for their unique circumstances.

      Tiffany's Press Kit

Presentation Topics:

Planned Giving Tools and Techniques

Complicated Asset Gifts

Tax Advantaged Business Transition

Charitable Trusts

Comprehensive Planning to Benefit the Donor

T. Troy McNemar
McNemar Law

T. Troy McNemar is an attorney certified as a specialist in Estate and Trust Law by the State Bar of Arizona.  Since 1991, he has been representing Arizona clients with estate planning, probate, trust administration and adult guardianships and conservatorships. 


Estate Planning – Planning for the Future

Planning Giving for Charitable Donors

Planned Giving for Nonprofit Boards


Ronald G. Wilson
Retired Attorney

Ron is a retired estate planning attorney.  He has served on over 10 charity planned giving committees.


Why a planned giving committee

Gift Annuities

Basic estate planning



 Judith A. Smith, MA, CFRE

 Senior director of Planned Giving, 

 Arizona Community Foundation

Judith A. Smith, MA, CFRE, is a seasoned development professional with 35 years of experience in nonprofit development, with an emphasis on planned giving.  She has been an executive director, a capital campaign staffer, and a fundraising consultant to nonprofit organizations.

In her current role as Senior Director of Planned Giving for the Arizona Community Foundation, she works with headquarters and regional staff, as well as nonprofit organizations and philanthropists across Arizona to help resolve legacy and planning questions through planned gifts. 

A sought-after speaker and trainer, as part of her work with nonprofit organizations, Judi directs the Arizona Endowment Building Institute and leads the Planned Giving 100 and 200 series educational training seminars for nonprofits. 

Professionally, she is President-Elect of the board of directors for the Planned Giving Roundtable of Arizona and past president of the St. Louis Planned Giving Council. Judi is a past board member for the Association of Fundraising Professionals of Northern Arizona; and a mentor for the Greater Arizona Chapter of the Association of Fundraising Professionals.

Presentation Topics:       Beyond Grants and Events in Raising Funds

                                                Eliminating the Fear Factor in Starting a Planned Giving Program

                                                How to Talk to Your Donors About Giving

                                                Building an Endowment From Your Annual Fund

                                                UPMIFA and Your Nonprofit

                                                Asking for Endowment Gifts is Nothing Like Selling a Table to Your Gala

                                                Why Your Nonprofit Needs an Endowment

                                                Setting Endowment Goals

                                                Building a Basic Endowment Program

                                                Accepting Gifts of Real Estate

                                                The Pro’s and Con’s of Charitable Gift Annuities

                                                Women and Philanthropy

                                                Tips for Better Donor Communication

Note:  Requests for other topics related to fundraising and nonprofits are welcome.                                        


Arizona Charitable Gift Planners

  602.840.2900 X1

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