THE 26TH ANNUAL
Arizona Planned Giving Virtual Conference
AUGUST 21, 2020
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Proud sponsor of The 2020 Arizona Planned Giving Conference
Amazing Attendee Engagement just like Face-to-Face Conferences
www.whova.com Visit this link for a sneak peek at the virtual platform: https://vimeo.com/442386574
Please be sure to visit the partner pages and thank them for their support!!
President's Letter This 26th annual conference for the Planned Giving Round Table of Arizona is one we will probably remember for a long time. With this conference we offer waaaaay more than the expected great schedule, great speakers, great partners and great networking. This conference offers a unique set of firsts: • This is our first virtual conference. • We have two yoga breaks. • A chef guides us through lunch. • Your social engagement pre-conference package set you up for the day. • The conference app will let you go back to look up that info that got fuzzy weeks later. • The gamification will give us some stellar winners. As summer winds down and we start our season with a conference, I want to thank you and more than 150 other colleagues, speakers, and partners who have made this 26th annual conference THE planned giving educational experience for Arizona. Enjoy! Welcome!
Judi Judith A. Smith, MA, CFRE 2020/2021 PGRTAZ President
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Thank you! 2019/2020 PGRTAZ Board, Working Committees, Conference Committee Judith Smith, PGRTAZ President and Conference Committee Chair Arizona Community Foundation Adrian Betts, PGRTAZ Vice President and Conference Committee Tiffany House, PGRTAZ Immediate Past President and Conference Steering Committee Planned Giving Institute Margaret Stephens Reed, PGRTAZ Secretary and Conference Steering Committee VALLEYLIFE Ron Wilson, PGRTAZ Treasurer and Finance Committee Attorney-Retired Troy McNemar, PGRTAZ Past President and Director McNemar Law Offices Randy Huston, PGRTAZ Director and Partnerships Committee Yellowstone Trust Administration Jacqueline Palmenberg, PGRTAZ Director
Beth Salazar, PGRTAZ Director SARRC Lauren Schult, PGRTAZ Director ASU Foundation Adele Dietrich, PGRTAZ Partnership Committee A New Leaf Diane Jezek Powell, PGRTAZ Director and Conference Committee UCP of Central Arizona Rea Mayer, PGRTAZ Director and Conference Programs Committee RBC Wealth Management Amber Ramirez, PGRTAZ Director Desert Botanical Garden Liz Pabst-Wanless, Conference Committee Habitat for Humanity Brad Harris, PGRTAZ Finance and Conference Steering Committee A New Leaf Cynthia Bozik, PGRTAZ Director Wells Fargo Wealth and Investment Management
Kristen Mihaljevic, Conference Committee Arizona Community Foundation Lynn Badura, Conference Committee Phoenix Children’s Foundation Brion Crum, PGRTAZ Partnerships and Conference Committee Caliber Companies Lori Shepherd, PGRTAZ Membership Committee Arizona Humane Society Bridgett Costello, PGRTAZ Programs Committee Free Arts for Abused Children of Arizona Alan Davidson, PGRTAZ Partnership Committee Russell Bucklew, PGRTAZ Marketing Committee MRA Associates Debbie Mosakowski, PGRTAZ Marketing Committee MRA Associates Tearsa Saffell, PGRTAZ Marketing Committee Arizona Sustainability Alliance
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Continuing Continuing Care Care P R O G R A M P R O G R A M
TU RNS GOODBYES TU RNS GOODBYES I N TO H E L LO S I N TO H E L LO S
Your clients’ pets have a special placeinintheir theirhearts. hearts.They Theyhave haveaaspecial special Your clients’ pets have a special place place in ours too. Through our ContinuingCare CareProgram, Program,we wewill willmake make place in ours too. Through our Continuing sure your clients’ pets are cared for and placed in a loving home after sure your clients’ pets are cared for and placed in a loving home after they’re gone. they’re gone. For more information, please contact AHS’s Planned Giving Team at For more information, please contact AHS’s Planned Giving Team at 602.997.7585 Ext. 1034 or by email at legacycircle@azhumane.org. 602.997.7585 Ext. 1034 or by email at legacycircle@azhumane.org.
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Plenary Sessions Breakfast Plenary 8:00am Steven G. Seleznow President & CEO Arizona Community Foundation
“If We Could Look into a Crystal Ball, What Would We See?” Community Foundations Support Donors, Nonprofits and the Community through Good Times and Bad.
Lunch Plenary 12:00pm Paul Caspersen, CFP®, MS Assistant Vice President Sr. Philanthropic Advisor University of Florida
“Here’s What I Was Thinking When I Said “Health, Education, Maintenance and Support: The Effectiveness of a “Direction Memo” in Modern Estate Planning”
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Planned Giving Basics Track 9:15am Kristen Mihaljevic Director Planned Giving Arizona Community Foundatio
“Planned Giving and the Power of Endowment”
10:30am Jeri Alcock Partner Sr. Consultant Rose City Philanthropy
“Leadership and Legacy Giving: Cohesive Campaign Team That Goes the Distance”
1:15pm Wallace Hudson Training Specialist one-n-ten
“LGBTQ Sensitivity with Donors and Clients”
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Intermediate Track 9:15am R. Hugh Magill Vice Chairman The Northern Trust Company
“Estate planning and Trust management for a Brave new World: It’s All in the Family…What’s a Family?”
10:30am Russell Bucklew, JD, CFP®, CAP® Candidate Sr. Client Advisor MRA Associates
“Leadership and Legacy Giving: Cohesive Campaign Team That Goes the Distance” Amanda Miller Chief Marketing Officer IQ Communications
“Social Media For Dummies”
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1:15pm Lloyd Kurtz Sr. Portfolio manager Social Impact Investing Wells Fargo-The Private Bank
Jane Marie Petty, ChFC® Director of Consultiing Social Impact Investing Wells Fargo-The Private Bank
“The Growing Importance of Social Impact Investing (SII) to Planned Giving and Individual major Donors=What Non-Profits Need to Know
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Agenda 8–8:15am
Welcome and Announcements
8:15–9am
Breakfast Plenary: Steve Seleznow: “If We Could Look Into a Crystal Ball, What Would We See?”
9–9:15am
Break • Visit Vendors
9:15–10:15am
Breakout Sessions • Planned Giving Basics: Kristen Mihaljevic “Planned Giving and the Power of Endowment” • Intermediate: R. Hugh Magill “Estate Planning and Trust Management for a Brave New World: It’s All in the Family…What’s a Family?” • Technical: Paul Casperson “Top 10 Data Driven Planned Giving Concepts for Baby Boomers”
10:15–10:30am Break Visit Vendors or Yoga 10:30–11:30am Breakout Sessions • Planned Giving Basics: Jeri Alcock “Leadership and Legacy Giving: Building a Cohesive Campaign Team That Goes the Distance” • Intermediate: Russell Bucklew & Amanda Miller “Social Media for Dummies” • Technical: Andrea Claus “Gift Smarter: Coordinating as a Trusted Advisor Team” 14 | ARIZONA PLANNED GIVING CONFERENCE
11:30–11:35am
Break Visit Vendors
11:35am–12pm
Lunch break • Guest Chef Demonstration
12–1pm
Lunch Plenary Paul Casperson: “Here’s What I Was Thinking When I Said “Health, Education, Maintenance and Support: The Effectiveness of a “Direction member” in Modern Estate Planning”.
1–1:15pm
Break Visit Vendors or Yoga
1:15–2:15pm
Breakout Sessions • Planned Giving Basics: Wallace Hudson “LGBTQ Sensitivity with Donors and Clients” • Intermediate: Lloyd Kurtz & Jane Marie Petty “The Growing Importance of Social Impact Investing (SII) to Planned Giving and Individual Major Donors-What Non-Profits Need to Know” • Technical: Tiffany House “Tax Advantaged Business and Asset Sale”
2:15-2:30pm
Closing comments and end of the day giveaways
2:30–3:30pm
Virtual Happy Hour
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Investment and Asset Management Wealth Planning Private Banking
Guidance for greater giving Whether you’re advising a nonprofit organization or individual philanthropists, our specialists can help you guide your clients in making a difference, and making sure it lasts.
Business Advisory Services Family Dynamics Philanthropic Services Fiduciary Services
Let’s connect
Cindy Bozik Regional Managing Director Investment Fiduciary 480-348-4056 cynthia.bozik@wellsfargo.com Denise McClintic SWS Senior Advisory Specialist 480-348-4409 denise.a.mcclintic@wellsfargo.com wellsfargoprivatebank.com
Investment and Insurance Products: Wells Fargo Wealth Management provides products and services through Not FDIC Insured Wells Fargo Bank, N.A.,and its various affiliates and subsidiaries. No Bank Guarantee MAY Lose Value © 2019 Wells Fargo Bank, N.A. Member FDIC. NMLSR ID 399801 B18721 16 | ARIZONA PLANNED GIVING CONFERENCE
Technical Track 9:15am Paul Caspersen, CFP® MS Assistant Vice President Sr philanthropic Advisor University of Florida
“Top 10 Data Driven Planned Giving Concepts for Baby Boomers”
10:30am Andrea Claus, Esq. Attorney Bivens & Associates, P.L.L.C
“Gift Smarter: Coordinating as a Trusted Advisor Team”
1:15pm Tiffany House, CAP® President and CEO Gift Planning Institute
“Tax Advantaged Business and Asset Sale”
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TheASU Foundationis gratefulfor alladvisorswhodiscuss charitablegivingwiththeirclients. Weare especially grateful to the many advisors who give of their time and efforts to partner with ASU. TheASUFoundation’sPartnersinPhilanthropy program provides information,resources,andeventstoadvisorstohelpthemhelptheir clients connect to Arizona State University. For more information aboutthe program,pleasecontactBrianNielson, Estate and Planned Giving Advisor at b.nielson@asu.edu
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ACF/PGRTAZ CAP STUDY GROUP Chartered Advisor in Philanthropy
April 2020 - January 2021 Join the Arizona Community Foundation and the Planned Giving Round Table of Arizona for a moderated CAP Study Group. Subject to space availability, you may join the group at the beginning of any course module (April 23, August 13 or November 5).
CAP Program The Chartered Advisor in PhilanthropyÂŽ is a designation provided by The American College of Financial Services. The CAPÂŽ curriculum is designed to provide specialized education in philanthropic planning, giving students the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family and society.
All meetings take place from 8:00 to 10:00 a.m.
GS849: Charitable Strategies
April 23, May 7, May 28, June 4, June 18
GS859: Gift Planning in a Nonprofit Context
August 13, August 27, September 10, September 24, October 8
GS839: Planning for Philanthropic Impact in the Context of Family Wealth November 5, November 12, December 3, January 7, 2021, January 28, 2021
Debi Bisgrove Community Philanthropy Center at ACF, 2201 E. Camelback Rd. #405B, Phoenix, AZ 85016 For pricing and enrollment information for the American College of Financial Services CAP program and to reserve your seat in the ACF/PGRTAZ CAP Study Group, visit www.azfoundation.org/CAP For more information, contact Erica Balderas at EBalderas@azfoundation.org or call 602.682.2082.
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CAP Study Group The CAP Study Group provides enrolled students with an opportunity to elevate and deepen their study experience through discussions with other candidates in the disciplines of law, accounting, finance and gift planning. In addition to learning through collaborative discourse and real life case studies, study group participants will gain a supportive referral network of like-minded professionals with a broad range of perspectives.
Judi Smith, President
• • • • • • • • • • •
Advancement Strategies Board Education and Development Coaching, Mentoring, Training Capital, Comprehensive, and Endowment Campaigns Development Assessments and Planning Endowment Building Feasibility Studies Legacy Societies Planned Giving Retreat Facilitation Writing for Development
314 484-2112 judi@givingsmith.net GivingSmith.net
Invest in generosity and your return will be far greater than you could imagine. JOHN MOORE ASSOCIATES IS HONORED TO BE A SPONSOR OF THE ARIZONA PLANNED GIVING CONFERENCE 2020.
JOHNMOORE.COM Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. John Moore Associates, Inc. is an Independent Registered Investment Advisor. Investment advisory services offered through John Moore Associates, Inc. John Moore Associates is not a registered broker/dealer and is independent of Raymond James Financial Services.
YOU KNOW YOUR MISSION IS SPECIAL, AND SO DO WE
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Thank you...
BOARD OF DIRECTORS 24 | ARIZONA PLANNED GIVING CONFERENCE
to all of our partners!
Beth Salazar, CAP® ARIZONA PLANNED GIVING CONFERENCE | 25
OurMission
Educate, motivate, and empower our community to collectively promote and facilitate planned giving.
OurVision
We envision an enriched community where leaving a legacy through planned giving is the social norm.
pgrtaz.org | info@pgrtaz.org 602-840-2900 x1 PO Box 4130 | Scottsdale AZ 85261
BRION CRUM VICE PRESIDENT | INVESTMENTS
C: 480.881.1906 O: 480.295.7600 BRION.CRUM@CALIBERFUNDS.CO CALIBERFUNDS.CO Securities offered through Patrick Capital Markets, LLC member FINRA/SIPC
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Thank you To ACF Our Event Partner
From the PGRTAZ Board of Directors
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Thank you to our graphic designer