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Formerly known as Planned Giving Round Table of Arizona

                                           

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30th Annual Conference 

Title Partner

Introduction to Planned Giving

Half Day Session

May 16, 2024

8am Check in, beverages, bagels and pastries

See below for session line up

Arizona Community Foundation

2201 E Camelback Road Ste 405B

Phoenix AZ  85016


Full Day Conference for all

Gift Planning Professionals

May 17, 2024

Desert Willow Conference Center

4340 East Cotton Center Blvd

Phoenix AZ  85040


Introduction to Planned Giving

May 16th Half Day Sessions

8am check in w/ beverages, bagels and pastries

 8:30am -

 8:45am

Opening Remarks

 8:45am -

 9:15am


"Easy Gifts That Aren't Cash"





Presentation

Kristen Mihaljevic

 9:15am -

 9:45am


"Creating & Engaging

Planned Giving

Professional Advisory Councils"


Presentation

Beth Salazar

 9:45am -   

10:15am  

"Introducing Legacy Gifts"





Presentation


John Moore 

10:15am - 10:30am

Break 

 10:30am -   11:00am

"Integrating the Gift Planning

Message"




Presentation


Nicola Lawrence

11:00am -

11:30am

"Setting Up Your Legacy Society"





Presentation


Judi Smith 

11:30am - 12:00pm

"What to Do When Your

Donor Dies"




Presentation


Erica Balderas

Half Day Session Supported by

 

May 17, 2024 Full Day Conference Program

Click Here for the Virtual Proceedings Booklet

 7:15am 

Check in, Networking, Partner Connections

Breakfast

8:00am

Opening Announcements


Breakfast Keynote

8:10am - 9:00am

"The Gift of Lift:  Harnessing the

Power of Stewardship to Elevate the World"


David R. York

Author

Presentation Description

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Session is Approved for 1PT  CE Credit


 Lunch Keynote

12:30pm - 1:20pm


"Charitable Planning Trends and

Legislative Insight from Washington"


Sara Barba

Principal

Integer, LLC


Presentation Description


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Session is Approved for 1PT  CE Credit

Program is Approved for one (1) hour of   CE credit


9:00am - 9:15 am

Break










Breakout

Sessions

9:15am -

10:20am

 Getting Started

"Leveraging AI in

Charitable Gift Planning

for 2024 and Beyond"


Paul Caspersen, CFP®, AEP®, MS

President

Planned Giving Interactive, LLC

Presentation Description 

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Session is Approved for 1PT  CE Credit

 Getting Inspired

"Philanthropy and Next Gen"



Diane Higginbotham

Senior Consultant

21/64



Presentation Description 


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Session is Approved for 1PT  CE Credit

 Getting Technical


"Enforcing Charitable

Agreements:

Who Has the Right?"


Sr. Trust Advisor

Charitable Giving Advisor

Fifth Third Bank


Presentation Description


                       Download Presentation




Session is Approved for 1PT  CE Credit

Program is Approved for

one (1) hour of   CE credit

10:20am - 10:30am

Break





Breakout

Sessions

10:30am -

11:40am

 Getting Started


"Calculating Return on Investment

for Planned Giving Marketing:

A Conversation for the

Planned Giving Community"


Katherine Swank, JD

Principal Strategic Analytics Consultant

Blackbaud, Inc.


Presentation Description 


Download Handout



Session is Approved for 1PT  CE Credit

Program is Approved for

one (1) hour of   CE credit

Getting Inspired


"Entrusted:  Building a

Legacy That Lasts"



David R. York

Author



    Presentation Description

                  Download Presentation



Session is Approved for 1PT  CE Credit

Getting Technical

"Gifts of LLC Interests:

the Good, the Bad and

the Ugly"



Reynolds Cafferata

Partner

Rodriguez,Horii, Choi & Cafferata LLP



Presentation Description 

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Session is Approved for 1PT  CE Credit

Program is Approved for

one (1) hour of   CE credit

 

11:40am - 11:55am:  Break

11:55am:  Lunch

12:30pm - 1:20pm

Lunch Plenary

1:20pm - 1:35pm:  Break










Breakout

Sessions

1:35pm -

2:40pm

Getting Started

"What Story is Your IRS

Form 990 Telling?"



Lisa B. Lumbard, CPA, CGFM

Lumbard Consulting, LLC




Download Presentation





Session Approved for 1PT  CE Credit

Program is Approved for

one (1) hour of   CE credit

Getting Inspired


“Maximizing Impact:

Actionable Marketing

Strategies for the Gift Planners 


Ryan LaCanfora

AVP & West Coast Representative 

Crescendo Interactive


Presentation Description 


Presentation to be Delivered





Session is Approved for 1PT  CE Credit

Getting Technical


"Leveraging Generosity ~

A Road Map" 



Michael King

Vice President

Charitable Wealth Strategist



Presentation Description

Download Presentation




Session is Approved for 1PT  CE Credit

Program is Approved for

one (1) hour of   CE credit

2:40p - 2:55pm

Break

2:55pm - 3:30pm

Closing

End of the Day Giveaways


    

Thank You to Our Event Partner: 

  


Thank You to Our Introduction to Planned Giving Half Day Session Partner





Thank You to Our Pre-Conference Reception Partner


Thank You to Our Breakout Session Partners

     







Thank You to Our WiFi Partner



Thank You to Our Program Partners









Arizona Charitable Gift Planners

www.azgiftplanners.org

admin@azgiftplanners.org

  602.840.2900 X1




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