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Formerly known as Planned Giving Round Table of Arizona

                                           

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Mission: Educate, motivate and empower our community to collectively promote and facilitate charitable gift planning

Vision: We envision an enriched community where leaving a legacy through charitable gift planning is the social norm


31st Annual Conference

May 15-16, 2025

Arizona's Premier Education Event for Gift and Estate Planning Professionals!

 Ideal for all nonprofit gift planners and fundraising staff, financial, tax and estate professionals, other wealth advisors,

nonprofit leaders, and board members

Half Day

Gift Planning Basics Sessions  

May 15, 2025

8:00am - 12:00pm

Location:  TBD



Full Day Sessions

May 16, 2025

7:15am - 3:00pm

Desert Willow Conference Center

4340 E. Cotton Center Blvd.

Phoenix, Arizona 

AZCGP Members Early Bird Through April 18, 2025:  $195 May 16th Full Day Only/$220 Both Days 

                                                                                                                            ($220/$245 Standard Registration April 5th - May 9th)

Guests Early Bird Through April 18, 2025:  $220 May 16th Full Day Only/$245 Both Days

                                                                                                                     ($245/$270 Standard Registration April 5th - May 9th) 

Thank You to Our Event Partner

Click Here to Sign Up Today!

Click Here for Partnership Opportunities!

May 15, 2025 Half Day Gift Planning Basics

8:00am:  Check in/Robust Continental Breakfast/Networking

 8:45am - 9:10am

"No Policies? What Could Go Wrong?"

Troy McNemar

 9:15am - 9:40am

"Mastering the Art of Connection: 

Effective Networking & Communication

Strategies"


Darin Shebesta, CFP®

Possibility Wealth Advisors LLC

Presentation Description

9:45am - 10:10am

"Easy Gifts that Aren't Cash"



Jill McIlroy

Donor Experience Advisor

Arizona Community Foundation 

 10:30am - 10:55am

"Planning for Impact"


Vonise Petersen

Sr. Philanthropy Officer, Gift Planning

Phoenix Children's Foundation

Presentation Description 

 11:00am - 11:25am

"From Mission to Momentum:

Marketing Planned Giving with Purpose"


Andy Ragone

CEO, Partner & Co- Founder

Pleiades Nonprofit Advisors, LLC

 11:30am - 11:55am

"Tips on Setting Up Your Legacy Society"


Margaret Stephens-Reed

Director, Donor Relations

VALLEYLIFE

Presentation Description

May 16, 2025 Full Day Sessions

7:15am:  Check in/Robust Continental Breakfast/Networking

8:00am:  Welcome and Opening Announcements

 8:10am - 9:00am

Breakfast Keynote

"Harnessing AI for Fundraising Impact"


Josh Birkholz

CEO, BWF


Presentation Description 


Session Partner

12:30pm - 1:20pm

Lunch Keynote

"Find Your Fundraising Flow: Power Partner

Principles Every Changemaker Needs Now"


Mallory Erickson

Mallory Erickson Coaching, LLC


Presentation Description 

Session Partner



Break

9:00am - 9:15am

  Getting Started Getting Inspired Getting Techinical
9:15am - 10:20am

“The League of Extraordinary Advisors: Assembling a Powerhouse Professional Advisors Board"

(No Capes; Just Expertise)



Trevor Whiting, JD, LLM, MBA

Dana Whiting Law, PLLC


Presentation Description

"Real Estate Gifts: Hidden Gold or Headache?

Making the Complex Simple & Securing Gifts that Matter"

 

           

Javier Reyes

Real Estate Professional

Licensed in Arizona & California 


Presentation Description






 Moderated Panel of Industry Professionals

"Fiduciary Responsibility: 

Private Trust v. Public Trust"


 10:30am - 11:40am

"Discover the Power of Gift Planning in Tumultuous Times"


Nicola Lawrence,MSc, MA, PgC, CFRE, CAP(R)

Associate Vice President/ Philanthropic Advising

Phoenix Children's Foundation


Presentation Description

"Navigating Ethical Crossroads: Confidentiality, Capacity & Conflicts in Charitable Gift Planning"


Reid Potter

Ethics and Risk Management

Praxis Legal


Presentation Description


 "S Corporations & Charity"

Jeff Waldron

Gift Planning Attorney

National Christian Foundation


Presentation Description


11:40am - 11:55am

Break, Networking, Partner Connections


11:55am - 12:30pm

Lunch

12:30pm - 1:20pm

Lunch Plenary Presentation


Afternoon Breakout Sessions

 1:35pm - 2:40pm

"The Legacy Blueprint: A No-Nonsense Guide to Planned Giving That Works" 


Ryan Woronecki   

Solutions Advisor

GivingDocs

 

 

Andy Ragone

CEO, Partner &

Co- Founder

Pleiades Nonprofit

Advisors, LLC


Presentation Description


"Love them Equally, Treat them Uniquely…

Five Ideas for Preparing Future Stewards"


John Moore 

Founder 

John Moore Associates



"A Candid Conversation Between a Fiduciary and a Bequest Administrator"

 

Fredrick B. Weber

COUNSEL 

 ARENTFOX SCHIFF LLP               


 

Andrew Fussner

National VP, Estate Settlement

American Heart Association


Presentation Description


2:40pm - 3:00pm

Closing Remarks

End of the Day Giveaways

Adjourn

Thank You to Our Current Partners:

 Event Partner


Lunch Partner

Half Day Conference Partner

Pre Conference Reception


Breakout Partners

         

       




Partners

                                      


                 



Arizona Charitable Gift Planners

www.azgiftplanners.org

admin@azgiftplanners.org

  602.840.2900 X1




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