Breakfast Plenary:  8:15 AM - 9:15 AM
   About Phil                                        

Please note:  handout is 18 pages

 Lunch Plenary:  12:45 PM - 2:00 PM

 Closing Reception:  3:30pm

Tracks and Breakout Sessions


Track Description


Track Description


Track Description

The Future of Charitable Gift Planning"

Please note: 
handout is 50 pages

 Thank you to our Sponsor!

Lani Starkey
Randy Huston
"The Reinvention and Re-branding of a Classic:  Forget Everything You Think You Know About Charitable Lead Trusts""

 Thank you to our Sponsor!

Claudia Sangster

"Philanthropy and Wealth:  Stewardship for Affluent Families"

Please note: 
handout is 16 pages

Thank you to our Sponsor!


"The 8 Ways to Ask for Gifts:  Expanding the Art and Science of the Solicitation"

Vince Fraumeni

"Are You Promoting and Accepting Gifts of Real Estate?"


Please note: 
handout is 11 pages

 Thank you to our Sponsor!

Ann Siner

"Philanthropy for a Philanthropist's Perspective"

Please note: 
handout is 12 pages


"Positioning for Partnership"

Article-Collective Responsibility

   Ramsay Slugg

"Business Succession Planning With A Charitable Twist


"Meet the Rileys"

Thank you to our Sponsor!


 Thank you to our 2016 AV and Proceeding Booklet Sponsors:


PGRTAZ Mission: Educate, motivate, and empower our community to collectively promote and facilitate planned giving.

 PGRTAZ Vision: We envision an enriched community where leaving a legacy through planned giving is the social norm. 

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