The 28th Annual Arizona Planned Giving Conference

THE 2 8 TH ANNUAL

aRIZONa PLANNED GIVING CONFERENCE

M AY 20 , 202 2

The strength of a community is the contribution of people who care Bank of America Private Bank supports your philanthropic passion

At Bank of America Private Bank, we admire your passion, dedication and all you do for others. We’re committed to helping you make a difference that’s lasting and meaningful .

To learn how we can help your organization pursue its mission, please contact: Russell Goldstein, CAP®, CFA, CSRIC® Senior Vice President Institutional Client Director Bank of America Private Bank 480.624.0384 russell.goldstein@bofa.com

Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice.

You should consult your legal and/or tax advisors before making any financial decisions.

Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation.

Investment products:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value

Bank of America and the Bank of America logo are registered trademarks of Bank of America Corporation.

CAP® and Chartered Advisor in Philanthropy® are the property of The American College of Financial Services, which reserves the sole rights to their use, and are used by permission. CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute. CSRIC®/Chartered SRI Counselor™ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries. © 2021 Bank of America Corporation. All rights reserved. | MAP3559883 | AD-04-21-1254

President’s Letter

Welcome to Planned Giving Round Table of Arizona’s 28th Annual Planned Giving Conference!

It’s been a wild ride these past couple of years, but through it all, PGRTAZ has stayed true to our mission: to educate, motivate, and empower our community to collectively promote and facilitate planned giving. After hosting our last two conferences online, we’re thrilled to see you again in person.

We would like to express our sincere thanks to our event partner, Arizona Community Foundation, and to all of this year’s conference partners, for your generous financial support. Please be sure to visit their vendor tables and spend time getting to know our partners throughout the day.

We also want to thank the PGRTAZ board and committee members for your many hours of hard work to make this year’s conference a success, and especially to the Program Committee for recruiting an incredible line-up of speakers, the Marketing Committee for getting the word out, the Partnership Committee for securing the underwriting to make it possible, and to the Conference Steering Committee for pulling everything together. Thanks to Stephanie Weadock with Premium Organization for keeping things organized and running smoothly for the conference and throughout the year.

PGRTAZ has exciting things in store! We’re putting the finishing touches on the 2022-2023 season of monthly programs. And coming soon, we will launch our new brand, as PGRTAZ becomes “Arizona Charitable Gift Planners.” Today you are among the first to get a peek at our new logo.

We hope you enjoy spending the day with fellow gift planners, advisors, and our guest speakers, and come away feeling energized and inspired about the opportunities gift planning can bring to your organizations, your clients and your donors.

Brad Harris, CFRE, CAP® PGRTAZ President

Lori Shepherd, CFRE, CAP® Conference Steering Committee Chair

aRIZONa PLANNED GIVING CONFERENCE | 5

CONTINUING CARE PROGRAM T U R N S G O O D BY E S I N TO H E L LO S

Your clients’ pets have a special place in their hearts.

They have a special place in ours too. Through our Continuing Care Program, we will make sure your clients’ pets are cared for and placed in a loving home after they’re gone.

For more information, please contact AHS’ Planned Giving Team at 602.997.7585 Ext. 1034 or by email at legacycircle@azhumane.org.

6 | aRIZONa PLANNED GIVING CONFERENCE

thank you

2021-2022 Current Board President Brad Harris A New Leaf

Director Kristen Mihaljevic AZ Community Foundation

Vice President Lori Shepherd Tucson Jewish Museum & Holocaust Center

Director Russell Bucklew ASU

Treasurer Cindy Bozik Mariner Wealth Advisors Secretary Alan Knobloch Strategic Gifts Executives Past President Judi Smith GivingSmith Director Adele Dietrich Gift Planning Officers Director Susan Waschler Valley of the Sun YMCA

Director Andrea Claus Morris Hall PLLC Director Brion Crum Caliber: The Wealth Development Co Director Bridget Costello Free Arts for Abused Children of AZ Director Margaret Stephens Reed ValleyLife Director Alan Davidson Alan R. Davidson PLLC

aRIZONa PLANNED GIVING CONFERENCE | 7

thank you

2022 Annual Planned Giving Conference Steering Committee Conference Chair Lori Shepherd Tucson Jewish Museum 7 Holocaust Center PGRTAZ President Brad Harris A New Leaf Programs Judith Smith GivingSmith Partnerships Randy Huston Yellowstone Trust Administration Committee Member Liz Pabst-Wanless Habitat for Humanity Arizona

Committee Member Kristen Mihaljevic Arizona Community Foundation Committee Member Brion Crum Caliber Companies Committee Member Tiffany House Gift Planning institute Committee Member Bridget Costello Free Arts for Abused Children of AZ Committee Member Susan Waschler Valley of the Sun YMCA

welcome

2022/2023 incoming Board of Directors President Brad Harris A New Leaf Vice President Beth Salazar SARRC Secretary Cynthia Bozik Mariner Wealth Advisors

Director Bridgett Costello Free Arts for Abused Children of Arizona

Director Director Margaret Stephens Reed Russell Bucklew ValleyLife ASU

Director Alan Davidson Alan R. Davidson, PLLC – Treasurer Commercial Real Estate Alan Knobloch Brokerage/Gifting Strategic Gift Executives Advisory Past President Judi Smith GivingSmith Director Brion Crum Caliber

Director Kristen Mihaljevic Arizona Community Foundation

Director Adele Dietrich Gift Planning Officers, LLC Director Susan Waschler Valley of the Sun YMCA

Director Andrea Claus Morris Hall Director John Moore John Moore Associates Director Vanessa Cornwall Arizona Humane Society Director Darin Shebesta Jackson/Roskelley Wealth Advisors

aRIZONa PLANNED GIVING CONFERENCE | 9

YOU KNOW YOUR MISSION IS SPECIAL, AND SO DO WE

Let Pentera’s Marketing Consulting Team Help Your Nonprofit Pentera is the nation’s leading planned giving marketing firm, specializing in full-service integrated marketing communications for more than four decades.

(317) 875-0910, ext. 251

pentera.com

info@pentera.com

Plenary Sessions

Breakfast Keynote 8:10am – 9:00am

How Much is Enough?

A. Charles Schultz, J.D., AEP(R) President Crescendo Interactive, Inc.

PRESENTATION DESCRIPTION

Lunch Keynote 12:30pm – 1:20pm

The Impact of Diverse Wealth Transfer Rodney O. Parks

Executive Director – Principal Gifts University of Cincinnati Foundation

PRESENTATION DESCRIPTION

aRIZONa PLANNED GIVING CONFERENCE | 11

Strength in Numbers Crescendo provided us the tools to connect with more prospects than ever before. Together, we will continue to leave a legacy that will make life better for children with gifts totaling $25 million and counting!

Nicola Lawrence MSc CAP® CFRE Director, Legacy and Gift Planning Children’s Medical Center Foundation

Crescendo Interactive offers an integrated marketing system that helps you reach your fundraising goals, builds donor relationships and closes more gifts.

Integrated Marketing for Planned Gifts

800-858-9154 crescendointeractive.com

Getting Started Track 9:15am – 10:20am

“What’s So” of Designations and Certifications Tiffany T. House, CAP(R), CEPA President, Gift Planning Institute PRESENTATION DESCRIPTION

10:30am – 11:40am

DEI and Philanthropy: How to Create A Diverse Donorbase Dr. Linda Groomes

Founder | CEO, Achieving My Purpose (AMP) PRESENTATION DESCRIPTION

1:35pm – 2:40pm

How a Pandemic Magnified the ‘Why’ in Planned Giving Nathan Stelter

President, The Stelter Company PRESENTATION DESCRIPTION aRIZONa PLANNED GIVING CONFERENCE | 13

Getting inspired Track

9:15am – 10:20am

PRESENTATION DESCRIPTION

10 Principles for Gift Planning Program Success: Practical Application of CGP’s National Standards for Gift Planning Success Nathan Stelter

President The Stelter Company

10:30am – 11:40am

Leveraging Partnerships with Professional Advisors to Obtain Planned Gifts Kimberly Jetton, MNM, CFRE(R) PRESENTATION DESCRIPTION

14 | aRIZONa PLANNED GIVING CONFERENCE

Getting inspired Track

MODERATOR

1:35pm – 2:40pm

Panel Discussion Secrets to Developing Advisor Partnerships Andy Ragone, CGPP PRESENTATION DESCRIPTION

Integrated Marketing West Coast Region U.S.A. Crescendo

PANELISTS

Carina Burtell

Financial Advisor Edward Jones

Kimberly Jetton, MNM, CFRE(R)

Darin Shebesta, CFP(R), AIF(R)

Certified Financial Planner Jackson/Roskelley Wealth Advisors

aRIZONa PLANNED GIVING CONFERENCE | 15

agenda

FRIDAY | MAY 20TH 7:15am

Check In, Networking, Partner Connections

7:45am

Breakfast

8:00am

Opening Announcements

8:10am Breakfast Plenary A. Charles Schultz, J.D. AEP® How Much is Enough?

9:00am

Break, Networking, Partner Connections

9:15am

Breakout Sessions

Getting Started: Tiffany T. House, CAP®, CEPA, FCEP Panel Discussion: “What’s So” of Designations and Certifications Getting Inspired: Nathan Stelter

10 Principles for Gift Planning Program Success: Practical Application of CGP’s National Standards for Gift Planning Success Getting Technical: Sandra G. Swirski Washington, DC: Insight and Trends 10:20am

Break, Networking, Partner Connections

10:30am

Breakout Sessions

Getting Started: Dr. Linda Groomes Panel Discussion: DEI and Philanthropy: How to Create A Diverse Donorbase

16 | aRIZONa PLANNED GIVING CONFERENCE

agenda

FRIDAY | MAY 20TH

CONTINUED

etting Inspired: Kimberly Jetton, MNM, CFRE® G Leveraging Partnerships with Professional Advisors to Obtain Planned Gifts etting Technical: Brian Nielson G Nothing CRYPTic About These NiFTy Gifts 11:40am

Break, Networking, Partner Connections

11:55am

Lunch

12:30pm

Lunch Plenary Rodney O. Parks The Impact of Diverse Wealth Transfer

1:35pm

Breakout Sessions Getting Started: Nathan Stelter

How a Pandemic Magnified the ‘Why’ in Planned Giving Getting Inspired: Andy Ragone, CGPP Panel Discussion: Secrets to Developing Advisor Partnerships etting Technical: Andrew P. Tiebert, CPA, CFP® G and Brandon M. Stenseth, J.D. The Power of CRTs 2:40pm

Break, Networking, Partner Connections

2:55pm

Closing and End of the Day Giveaways

3:30pm

Adjourn

aRIZONa PLANNED GIVING CONFERENCE | 17

Getting technical Track

9:15am – 10:20am

Washington, DC: Insight and Trends Sandra G. Swirski

Co-Founder Urban Swirski & Associates, LLC PRESENTATION DESCRIPTION

10:30am – 11:40am

Nothing CRYPTic About These NiFTy Gifts Brian Nielson

Associate General Counsel ASU Enterprise Partners PRESENTATION DESCRIPTION

18 | aRIZONa PLANNED GIVING CONFERENCE

Getting technical Track

1:35pm – 2:40pm

The Power of CRTs Andrew P. Tiebert, CPA, CFP(R) Director, Gift Planning Department of Development Mayo Clinic

Brandon M. Stenseth, J.D.

Gift Planning Administrator Department of Development Mayo Clinic

PRESENTATION DESCRIPTION

aRIZONa PLANNED GIVING CONFERENCE | 19

Successful succession is more than giving over the keys.

IT’S GIVING MORE OF YOURSELF TO EACH OTHER.

John Moore Associates is honored to be a sponsor of the Arizona Planned Giving Conference 2022.

JOHNMOORE.COM John Moore Associates is an Independent Registered Investment Advisor.

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

MAKE YOUR LIFE MORE MEANINGFUL… LEAVE A LASTING LEGACY. At Morris Hall, we provide premier estate planning services. Our team of experienced professionals will make certain they understand your needs, and work with you to develop an individualized plan. For more than 50 years, we have helped thousands of clients leave assets to their favorite charities. We invite you to sit down with one of our attorneys to learn how you can make contributions that outlast your lifetime.

• WILLS AND TRUSTS • TRUST ADMINISTRATION AND PROBATE

• POWER OF ATTORNEY • ADVANCED ESTATE PLANNING

For a complimentary consultation, please call 602-249-1328 or visit morristrust.com.

Morris Hall is a proud sponsor of Planned Giving Round Table of Arizona

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.

Tax Deduction $ Paid to Charity $ Back to Donor $1M $1M ----Donor B - $1M Gift to Optimized CLAT Donor B transfers $1M into the Optimized CLAT (which operates much like a regular investment account set up with his investment advisor, but with a “Lock-Up Period” where the funds can’t be withdrawn for some time). Donor B receives an immediate $1M tax deduction (like Donor A above). However, Donor B doesn’t give anything away to charity quite yet; instead, he remains in control of investing the full $1M (which will be returned to him later).

To enjoy the tax deduction, the Tax Code requires Donor B to make annual payments from the account to any non-profits or charities selected by Donor B (including a donor advised fund)…much like receiving a tax deduction for giving charity an “I.O.U.” The donor selects the number of years to spread out the annual payments; however, the Tax Code requires that the payments must total $1M…plus a little bit more (to compensate charities for having to wait for the donation) based on the IRS-set interest rate in effect when the account is funded (which is currently near an all-time low).

After making all payments, the remaining investments in the account are paid back to Donor B. To maximize the time that the $1M can appreciate and grow, Donor B selects a 20-year charitable payment term (“Lock-Up Period”), but with small payments to charity in the earlier years.

As indicated on the following Payment Schedule, Donor B enjoys the same $1M tax deduction as Donor A. However, Donor B receives back ~$2M and charity receives ~$1.3M. Both Donor B and charity benefit tremendously.

Tax Deduction $ Paid to Charity $ Back to Donor $1M $1.3M $2M Additional Benefits: (i) account may be funded with up to 30% of annual income, every single year, as a retirement strategy, (ii) account assets are immediately protected from creditors (& divorce, if single when funded), (iii) remaining account assets may be gifted to family, free of gift/estate taxes, and (iv) no limit on length of Lock-Up Period (the longer, the greater the potential benefits).

Considerations: (i) Donor B cannot withdraw assets from account until end of Lock-Up Period, (ii) Donor B pays taxes on income generated inside account (like typical investment account)

Jonathon Morrison, Esq.

Senior Partner, Tax and Family Wealth Planning jmorrison@frgalaw.com; (602) 277-2010 © May 2022 Frazer, Ryan, Goldberg & Arnold

WE HONOR

Impact We work with big thinkers ...

... philanthropists who see the transformative potential they can bring to our community and world. HonorHealth Foundation offers a unique path of planned giving that ensures contributions help improve as many facets of health and well-being for as many people as possible.

Together, we can help donors make an exponential impact on the healthcare causes they care about most.

Each gift

can make an

incredible

impact on our

community.

LEARN MORE ABOUT THE VARIET Y OF PL ANNED GIVING OPTIONS THROUGH HONORHEALTH FOUNDATION.

8125 North Hayden Road | Scottsdale, AZ 85258 | 480-587-5000 | HonorHealthFoundation.org HonorHealth Foundation is a not-for-profit 501(c)(3) organization

World-Class Counsel.

Arizona Roots.

Real Estate Land Use Health Care Business Organizations & Commercial Transactions Commercial Lending Construction Law Litigation & ADR Creditor’s Rights & Bankruptcy Estate Planning Government Relations & Administrative Laws Cannabis Law Public Private Partnerships Employment & Labor Laws Government Contracts Immigration Visas & I-9 Audits OSHA Alcohol Law Water Law

Proud Supporters of PGRTAZ 602-256-0566 ∙ gblaw.com

CHECK IT OUT!

. . . e om c e B Soon Will

thank you

ANDREA L CLAUS

28 | aRIZONa PLANNED GIVING CONFERENCE

to all our sponsors

JONATHON MORRISON The Go-To CLAT Attorney

aRIZONa PLANNED GIVING CONFERENCE | 29

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

Our Vision 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

Thank you

To ACF Our Event Partner

From the PGRTAZ Board of Directors

Thank you to our graphic designer