PGRTAZ and the Summer Forum Committee is proud to bring Dr. Susan Raymond back to the Arizona community. PGRTAZ has a reputation for bringing innovative, unusual, thought provoking and practical/useful presenters to our stage. While we were searching for this years' answer to those objectives, Dr. Raymond's name topped the charts.
Dr. Raymond will be working hard for us on event day, including her closing plenary session, and three breakout sessions. Attendees new to planned giving will benefit from her hands on morning session, illustrating how changing demographics are rapidly altering the situations we may face on any given day in the workplace.
Leadership track professionals: strap yourselves in for a quite a ride in the afternoon as Dr. Raymond first gives you a glimpse of what the near, and not so near, future looks like for philanthropy, and then shows how to face and overcome the significant differences between current organizational leaders and the emerging group of new leaders...different in education, approach, communication, and motivation.
We are so grateful to our sponsors for helping us bring Dr. Raymond here. We spoke with Kristi Bell, of Bell & Associates, and gathered their comments about their decision to sponsor our Forum:
“We first connected with Arizona Community Foundation (ACF) approximately two years ago through a relationship with a financial advisor. The advisor had a client that was looking to leave a portion of his estate to a charity using gifting strategies with a life insurance product. With certain resources available through ACF and our expertise in the insurance field we were able to ultimately benefit both the client and the charitable organization. It was a wonderful feeling that we were able to get this accomplished and use the experience to aid future cases with similar charitably inclined clients.
When an opportunity came last year to be a sponsor of the Summer Forum we were excited to support the organization’s mission. Partnering with ACF, in conjunction with the Planned Giving Roundtable (PGRTAZ) was a great way to meet and help advisors as they work to meet their clients goals. We are happy to be a sponsor again and look forward to the future as the Summer Forum continues to grow.”
Last years' Summer Forum brought together just shy of 200 planners, and received rave reviews for professional programming, event production, and innovative conference features. This years' Summer Forum is expected to draw 200 plus planners, and again raise the bar for a full day learning, networking, and motivating experiences.
