Ideal for all gift planners, allied professionals, and board members, the 23rd Annual Arizona Planned Giving Conference has become the leading one-day gift planning conference in the Southwest. The 2017 conference features nationally-renowned speakers and topics in two plenary sessions and nine breakout sessions across three key tracks.

 Event Partner

Breakfast Plenary:  8:25 AM - 9:15 AM                                                
                                                                                   Breakfast Partner:
  Brian Saber,  
  President - Asking Matters
    "Asking Styles:  A Revolutionary
     Concept In the Field"

   There is no one right way to ask for a donation.  Learn the unique strengths you bring to 
    the table and how to apply them top the steps of the asking process.

    Brian's Asking Styles  presentations


Lunch Plenary:  12:55 PM - 2:00 PM

   Justin T. Miller, J.D., LL.M., TEP, AEP(R), CFP(R)
  National Wealth Strategist
  BNY Mellon

   "Philanthropic Planning Paralysis:  Getting Donors to Act"

Learn the unique strengths you bring to  the table and how to apply them to the asking process.

   Justin's one page reference document


Closing followed by Wine and Cheese Reception:  3:45pm


    Community Lounge

Tracks and Breakout Sessions


Track Description


Track Description


Track Description
Training worksheets and presentation


Jonathon M. Morrison,

"Creative Charitable
Lead Trust Strategies"

Jonathan's reference documents and presentation (these items will be made available at the event as well)

Janita Gordon

"Leading High Performing Organizations"




Claudine Donikian, J.D.
"The 2016 Planned Giving Study:  New Insights from Data on Planned Gifts"

Download the Whitepaper
(presentation will not be made available)

Jim Gumpert

"Marketing Made Simple"

Jim's reference documents and presentation


Jonathan Tidd, Esq.

"Recurring Issues
in Charitable Gift Planning"

Download Jonathan's reference document (this will be made available at the event as well)


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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