Captured Event
May 16, 2016 - The 22nd Annual Planned Giving Conference
What: Planned Giving Round Table of Arizona
Where: Phoenix Country Club
When: May 16, 2016
Time: 8:15 AM
Beneficiary: Nonprofit conference
Co-Chair(s): (Event Chair) Tiffany T. House, Financial Advisor MasterTech Financial
President(s): (Board President) Russell Goldstein, President US Trust Bank of America Private Wealth Management
Of note: This year's conference had the most attendees of any other year
Sponsors: U.S. Trust, Arizona Community Foundation, KJZZ, Pentera, Planned Giving Roundtable of Arizona, Phoenix Children's Ambassadors, Arizona Humane Society, McNemar Law Offices, P.C., Crescendo, Gammage & Burnham, Edward Jones, Fennemore Craig, Blythe Center, Gompers, TCH, ValleyLife, American Cancer Society, Evans Law PLC, Bank of Arizona, Hacienda Healthcare, Dignity Health, Blacktie-Arizona, Yellowstone, Goodwill of Central Arizona
Quote of the evening: "Only 9% of people use their retirement account as a vehicle to give to charities according to a recent Fidelity Charitable study." (Russell Goldstein)
Attendance: 200+
Information: Stephanie Weadock 602.840.2900
Board of Directors: Russell Goldstein (President), Troy McNemar (Vice President), Tiffany House (Secretary), Beth Salazar (Treasurer), Michael Colbert, Diane Jezek-Powell, Peter Liefer, Joyce Melter, Nicole Powers, Bruce Weber, Ron Wilson
Steering Committee: Tiffany House, Russ Goldstein, Troy McNemar, Tom Bashwiner, Michael Cobert, Ron Wilson, Chris Sar, Diane Jezek-Powell, Joyce Melter, Margaret Stephens Reed, Peter Liefer, Craig Willis, Tim Heileman, Nicole Powers
Blacktie Photos by: Audra Arbas
Russell Goldstein (Board President) and Adele Dietrich (Phoenix Rescue Mission)
By Myra Richman...
The 22nd Annual Planned Giving Conference was held on May 16, 2016 at Phoenix Country Club.
The conference began at 8:30 a.m. with Philip Cubeta, CLU, ChFC, CAP, breakfast keynote speaker, talking about "Inspired Philanthropy for Highest Capacity Donors."
Other speakers throughout the day included: Robert F. Sharpe, Jr. on "The Future of Chiritable Gift Planning," Lani Starkey, JD, LLM, CPA, on "The 8 Ways to Ask for Gifts: Expanding the Art and Science of the Solicitation," Randy Huston on "The Reinvention and Re-branding of a Classic: Forget Everything You Think You Know About Charitable Lead Trusts," Claudia Sangster, JD, on "Stewardship for Affluent Families," Ramsay Slugg on "Business Succession Planning With A Charitable Twist," Ron Schiller on "Positioning for Partnership," Philip Cubeta on "Meet the Rileys," Vince Fraumeni on "Are You Promoting and Accepting Gifts of Real Estate?" and Ann Siner on "Philanthropy from a Philanthropist's Perspective."
Luncheon keynote speakers, Robert Sharpe and Ron Schiller, titled their talk "What Are Donors Trying to Tell Us?"
A well attended closing reception with wine and cheese "Reflections and Takeaways" was held in the Goodwill of Central Arizona, Inc. Community Lounge.
The mission of PGRTAZ is to educate, motivate and empower our community to collectively promote and facilitate planned giving. The vision is an enriched community where leaving a legacy through planned giving is the social norm.
The Planned Giving Round Table of Arizona (PGRTAZ) is a nonprofit organization committed to developing an interdisciplinary network of knowledgeable estate, tax, financial, legal and fundraising professionals in Arizona.
For more information, cal 602.840.2900 or visit www.pgrtaz.org