AZCGP 30th Annual Conference Proceedings Booklet

CONFERENCE

May 17, 2024

Desert Willow Conference Center

4340 East Cotton Center Blvd.

Phoenix, AZ 85040

PRESIDENT S LETTER

WELCOME FROM THE PRESIDENT AND CONFERENCE CHAIR

It’s our great privilege to welcome you to Arizona Charitable Gift Planners’ 30th Annual Conference!

We’re so glad you’re here and hope you have a wonderful day of learning and interacting with this year’s amazing line-up of conference speakers, with your fellow gift planners and professional advisors, and with our conference partners.

We are incredibly grateful to all who helped make today’s conference possible, and especially our very generous sponsors whose financial support helped underwrite today’s event. Please be sure to visit their information tables and learn how you and your organization can benefit from the resources they offer.

A very special thank you to AZCGP’s board and committees for your many hours of planning and hard work throughout the year to put on today’s event. This conference is only possible thanks to the efforts of dedicated volunteers serving on our Programs, Development, Marketing, and Conference Steering Committees, with support from our association management team at Premium Organization.

We hope you will come away from today feeling inspired, refreshed, and ready to apply what you learn to your work and career, and make the most of new and renewed connections with your fellow participants. And we invite you to stay active with AZCGP all year! There are countless opportunities – by becoming a member, volunteering for a committee, being a program partner, and of course attending our monthly programs and social activities.

Thanks again for being with us today. Enjoy the conference!

Beth Salazar, CAP® President

Darin Shebesta, CFP®, AIF®, CAP®, CPFA® Vice President & Conference Committee Chair

THANK YOU

2023/2024 Current Board of Directors

President

Beth Salazar, CAP®

Southwest Autism Research & Resource Center

Salazar Resource Development

Vice President

Darin Shebesta, CFP®, AIF®, CAP®

Jackson | Roskelley Wealth Advisors

Past President | Brad Harris, CFRE, CAP® | A New Leaf

Director

Andrea Claus, Esq.

Morris Hall PLLC

Director

Thomesa Lydon, CRES, SRES, ASP

Lydon Senior Pathways/ReMax Excalibur

Director

Beth Jo Zeitzer

R.O.I. Properties

Director

Susan Waschler, CFRE

Valley of the Sun YMCA

Director

Kristen Mihaljevic, CGPP, CAP®

Arizona Community Foundation

Secretary Cindy Bozik, CTFA

Mariner Wealth Advisors

Treasurer Alan Knobloch, CFRE

Synergy Philanthropy

Director

Russell Bucklew, JD, CFP®, CAP® ASU Foundation

Director

Vanessa Cornwall, CAP®, CFRE

Arizona Humane Society

Director

Bret Reel

U.S. Bank Private Wealth Management

Director

Nicola Lawrence, CFRE, CAP®, Msc, Pgc

Phoenix Children’s Hospital Foundation

Director

John Moore, CKA, CIMA CAP®

President

2024/2025 Incoming Board of Directors

Darin Shebesta, CFP®, CAP®, AIF®, CPFA®

Possibility Wealth Advisors, LLC

Vice President

Nicola Lawrence, CFRE, CAP®, Msc, Pgc

Phoenix Childrens

Secretary

Kristen Mihaljevic, CGPP, CAP®

Arizona Community Foundation

Treasurer

Bret Reel

U.S. Bank Private Wealth Management

Past President

Beth Salazar, CAP®

Salazar Resource Development

Director

Andrea Claus

Morris Hall PLLC

Director

Vanessa Martin, CAP®, CFRE

Arizona Humane Society

Director

Thomesa Lydon, CRES, SRES, ASP

Lydon Senior Pathways/ReMax Excalibur

Director

Beth Jo Zeitzer

R.O.I. Properties

Director

Suzanne Percy, CFRE A New Leaf

Director

Pat Elder, CPA, MBA, CAP®, CFRE

HonorHealth Foundation

Director Andy Ragone

Pleiades Nonprofit Advisors

Director

Alan Knobloch, CFRE

Synergy Philanthropy

Director

Olivia Homewood, CFRE

Desert Botanical Garden

KEYNOTE SESSIONS

BREAKFAST KEYNOTE

8:10am - 9:00am The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World

David R. York Author

LUNCH KEYNOTE

-

Sara Barba Principal | Integer, LLC

THANK YOU

2023 Annual Charitable Gift Planners

Conference Steering Committee

Conference Chair

Darin Shebesta, CFP, CAP®, AIF, CPFA® Possibility Wealth Advisors, LLC

AZCGP President

Beth Salazar, CAP® Southwest Autism Research & Resource Center Salazar Resource Development

Programs

Judith Smith, MA, CFRE GivingSmith

Partnerships

John Moore, CKA, CIMA, CAP® NCF Southwest

Committee Member

Tiffany House, CAP®, CEPA, FCEP Gift Planning institute

Committee Member

Jill McIlroy, CGPP Arizona Community Foundation

GETTING STARTED TRACK

9:15am - 10:20am Leveraging AI in Charitable Gift Planning for 2024 and Beyond

Paul Casperson, CFP®, AEP®, MS President | Planned Giving Interactive, LLC

 Visit

Conference Webpage for Presentation Download

Conference Webpage Presentation Download

 Visit

Conference Webpage for Presentation Download

Session is Approved for 1PT CE Credit

10:30am - 11:40am

Calculating Return on Investment for Planned Giving Marketing: A Conversation for the Planned Giving Community

Katherine Swank, JD

Strategic Consultant , Principal | Blackbaud, Inc.

Session is Approved for 1PT CE Credit

Preapproved for one (1) hr CE credit

1:35pm - 2:40pm

What Story is Your IRS Form 990 Telling

Lisa Lumbard, CPA, CGFM Lumbard Consulting, LLC

Session is Approved for 1PT CE Credit

Preapproved for one (1) hr CE credit

AGENDA

FRIDAY MAY 17th

7:15am Check-in / Breakfast

8:00am Opening Announcements

8:10am Breakfast Keynote

David R. York, Author

The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World

9:15am Breakout Sessions

Getting Started: Leveraging AI in Charitable Gift Planning in 2024 and Beyond

Paul Casperson, CFP®, AEP®, MS, President | Planned Giving Interactive, LLC

Getting Inspired: Philanthropy and Next Gen

Diane Higginbotham, Senior Consultant | 21/64

Getting Technical: Enforcing Charitable Agreements: Who Has the Right?

Kirk Ross, Charitable Giving Advisor | Fifth Third Bank

10:20am Break: Networking, Partner Connections

10:30am Breakout Sessions

Getting Started: Calculating Return on Investment for Planned Giving

Marketing: A Conversation for the Planned Giving Community

Katherine Swank, JD, Strategic Consultant, Principal | Blackbaud, Inc.

Getting Inspired: Entrusted: Building a Legacy That Lasts

David R. York, Author

Getting Technical: Gifts of LLC Interests: the Good, the Bad and the Ugly

Reynolds Cafferata, Partner | Rodriguez, Horii, Choi & Cafferata LLP

AGENDA

FRIDAY MAY 17th

11:40am Break: Networking, Partner Connections

11:55am Lunch

12:30pm Lunch Keynote

Sara Barba, Principal | Integer, LLC

Charitable Planning Trends and Legislative Insight from Washington

1:20pm Break: Networking, Partner Connections

1:35pm Breakout Sessions

Getting Started: What Story Is Your IRS Form 990 Telling

Lisa Lumbard, CPA, CGFM | Lumbard Consulting, LLC

Getting Inspired: Maximizing Impact: Actionable Marketing Strategies for the Gift Planners

Ryan LaCanfora, AVP & West Coast Rep. | Crescendo Interactive

Getting Technical: Leveraging Generosity A Road Map

Michael King, Vice President | Charitable Wealth Strategist

2:40pm Break: Networking, Partner Connections

2:55pm Closing End of the Day Giveaways

3:30pm Adjourn

How to Give to Charity…Without It Costing You (Or Charity) Anything

Peer-Reviewed “Optimized CLAT” Returns Donation (Or Perhaps More) Back to Donor After Several Years…And Provides a Larger Gift to Charity

Donor A -$1M Cash Gift to Charity

Donor A makes a cash gift of $1M to charity (or a charitable donor advised fund).

Donor A receives a $1M tax deduction…but nothing else in return.

Donor B -$1M Gift to Optimized CLAT

DonorBtransfers$1MintotheOptimizedCLAT(whichoperatesmuchlikearegularinvestmentaccount setupwithhisinvestmentadvisor,butwitha“Lock-UpPeriod”wherethefundscan’tbewithdrawnfor sometime).DonorBreceivesanimmediate$1Mtaxdeduction(likeDonorAabove).However,DonorB doesn’tgiveanythingawaytocharityquiteyet;instead,heremainsincontrolofinvestingthefull$1M (whichwillbereturnedtohimlater).

Toenjoythetaxdeduction,theTaxCoderequiresDonorBtomakeannualpaymentsfromtheaccountto anynon-profitsorcharitiesselectedbyDonorB (includingadonoradvisedfund)…muchlikereceivingatax deductionforgivingcharityan“I.O.U.”

Thedonorselectsthenumberofyearstospreadouttheannualpayments;however,theTaxCoderequires thatthepaymentsmusttotal$1M…plusalittlebitmore(tocompensatecharitiesforhavingtowaitforthe donation)basedontheIRS-setinterestrateineffectwhentheaccountisfunded(whichiscurrentlynearan all-timelow).

Aftermakingallpayments,theremaininginvestmentsintheaccountarepaidbacktoDonorB.

Tomaximizethetimethatthe$1Mcanappreciateandgrow,DonorBselectsa20-yearcharitablepayment term(“Lock-UpPeriod”),butwithsmallpaymentstocharityintheearlieryears.

AsindicatedonthefollowingPaymentSchedule,DonorBenjoysthesame$1Mtaxdeductionas DonorA.However,DonorBreceivesback~$1.3Mandcharityreceives~$1.8M. BothDonorB andcharitybenefittremendously.

AdditionalBenefits:(i)accountmaybefundedwithupto30%ofannualincome,everysingleyear,asa retirementstrategy,(ii)accountassetsareimmediatelyprotectedfromcreditors(&divorce,ifsinglewhen funded),(iii)remainingaccountassetsmaybegiftedtofamily,freeofgift/estatetaxes,and(iv)nolimiton lengthofLock-UpPeriod(thelonger,thegreaterthepotentialbenefits).

Considerations:(i)DonorBcannotwithdrawassetsfromaccountuntilendofLock-UpPeriod,(ii)DonorB paystaxesonincomegeneratedinsideaccount(liketypicalinvestmentaccount)

Jonathon Morrison, Esq.

Partner,

2024 Tax Deduction $ Paid to Charity $ Back to Donor

GETTING INSPIRED TRACK

9:15am - 10:20am

Philanthropy and Next Gen

Diane Higginbotham Senior Consultant | 21/64

 Visit

Conference Webpage for Presentation Download

 Visit

Conference Webpage for Presentation Download

 Visit

Conference Webpage for Presentation Download

Session is Approved for 1PT CE Credit

10:30am - 11:40am

Entrusted: Building a Legacy That Lasts

David R. York

Author

Session is Approved for 1PT CE Credit

1:35pm - 2:40pm

Maximizing Impact: Actionable Marketing Strategies for the Gift Planners

Ryan LaCanfora

AVP & West Coast Representative | Crescendo Interactive

Session is Approved for 1PT CE Credit

GETTING TECHNICAL TRACK

9:15am - 10:20am

Enforcing Charitable Agreements: Who Has the Right?

Kirk Ross

Charitable Giving Advisor | Fifth Third Bank

 Visit

Conference Webpage for Presentation Download

 Visit

Conference Webpage for Presentation Download

 Visit

Conference Webpage for Presentation Download

Approved for 1PT CE Credit

Preapproved for one (1) hr CE credit

10:30am - 11:40am

Gifts of LLC

Interests:

the Good, the Bad and the Ugly

Reynolds Cafferata

Partner | Rodriguez,Horii, Choi & Cafferata LLP

Approved for 1PT CE Credit

Preapproved for one (1) hr CE credit

1:35pm - 2:40pm

Leveraging

Michael King Vice President, | Charitable Wealth Strategist

Approved for 1PT CE Credit

Preapproved for one (1) hr CE credit

The Arizona Charitable Gift Planners (AZCGP) is an Arizona non-profit 501(c)(3) organization, committed to developing an interdisciplinary network of knowledgeable estate, tax, financial, legal, and fundraising professionals in AZ.

Our organization is impacting the quality of life in our community and our legacy will result in a better future for our children. What are you doing in your professional practice? Want to know more about us?

The collective work of the professionals in our network powerfully impacts our state by promoting charitable giving through major gifts and planned gifts, and helping mission driven organizations connect with their support base in meaningful and uplifting ways.

We believe the impact and the planning opportunities for strategic gifting (charitable and non-charitable) have never been greater. Join us Now!

Visit www.azgiftplanners.org.

ACF/AZCGP CAP STUDY GROUP

April 2024 - December 2024

Join the Arizona Community Foundation and the Arizona Charitable Gift Planners for a moderated CAP Study Group. Subject to space availability, you may join the group at the beginning of any course module. Sessions take place over Zoom 12 - 1:30pm.

CAP Recruitment Happy Hour

Tuesday, February 6, 2024

Fate Brewing Company

4445 N. 7th Street in Phoenix

4-6pm

RSVP to Jill McIlroy at jmcilroy@azfoundation.org | 602.682.2077

GS839: Planning for Philanthropic Impact in the Context of Family Wealth

April 30, May 14 & 28, June 11 & 25

GS849: Charitable Strategies

August 6 & 20, September 3 & 17, October 1

GS859: Gift Planning in a Nonprofit Context

October 22, November 5 & 19, December 3 & 10

For pricing and enrollment information for the American College of Financial Services CAP program and to reserve your seat in the ACF/AZCGP CAP Study Group, visit azfoundation.org/CAP

For more information, contact Jill McIlroy at jmcilroy@azfoundation.org or call 602.682.2077.

CAP Program

The Chartered Advisor in Philanthropy® is a designation provided by The American College of Financial Services. The CAP® 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.

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.

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