27th Annual Arizona Planned Giving Virtual Conference

THE 27TH ANNUAL

Arizona P lanned Giving Virtual Conference

May 20-21, 2021

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

Amazing Attendee Engagement just like Face-to-Face Conferences

www.whova.com Visit this link for a sneak peek at the virtual platform: https://vimeo.com/442386574

Please be sure to visit the partner pages and thank them for their support!!

President ’s Letter I am either too slow to catch on or too optimistic to have guessed we’d be doing a second conference completely virtually. But we are. And it’s going to be great.

We learned a lot in our pandemic year. We’ve learned that it’s almost impossible to sit all day in front of a computer. So this year we give you two shortened days. We have left time for you between some sessions to return phone calls, visit the vendors – or let the dog out.

We left popular items alone. Yoga returns as well as Chef Butch. Because we can break into smaller groups, we added a track we didn’t have before, giving you more choices. You have the opportunity with some of our speakers to take a deeper dive in Ask the Expert sessions.

While I have the pleasure of welcoming you to the conference, it takes an army to make it happen. Aside from our experts, who make the conference worth attending, everyone on the PGRT Board and most of the committees has a part to play. The marketing committee kept us updated on speakers and registration, the partnership committee secured the underwriting that makes it possible to bring you a reasonably priced learning experience, the program committee found the speakers, the finance team crunched the numbers, and the conference steering committee made it all mesh together.

And behind the scenes, our two maestros – Stephanie from Premium Organization and Jim from Q&A Business Solutions – worked the Whova platform and sprinkled magic on everything.

So, we are positioned to have a great two days. Visit the vendors, enjoy the speakers, and come away refreshed and excited about the opportunities charitable planned giving offers for your organizations, your clients or your donors.

Judi Judi Smith, President ARIZONA PLANNED GIVING CONFERENCE | 5

Thank You! 2020/2021 Board of Directors and Committee Members Judith Smith, PGRTAZ President and Programs Committee Chair, Conference Committee GivingSmith

Randy Huston, PGRTAZ Director and Partnerships Committee Yellowstone Trust Administration

Brad Harris, PGRTAZ Vice President, Conference Committee Chair and Partnerships Committee A New Leaf

Beth Salazar, PGRTAZ Director and Governance Committee SARRC

Tiffany House, PGRTAZ Immediate Past President, Conference and Marketing Committees Planned Giving Institute Margaret Stephens Reed, PGRTAZ Secretary, Membership Committee Chair and Conference Steering Committee VALLEYLIFE Cynthia Bozik, PGRTAZ Treasurer and Membership Committee Wells Fargo Troy McNemar, Director and Governance Committee McNemar Law Offices

Diane Jezek Powell, PGRTAZ Director, Conference and Marketing Committees Pinnacle Presbyterian Church Adele Dietrich, Partnerships Committee McDowell Sonoran Conservancy Liz Pabst-Wanless, Conference Committee Habitat for Humanity Kristen Mihaljevic, Conference Committee Arizona Community Foundation Lynn Badura, Conference Committee Phoenix Children’s Foundation

Brion Crum, PGRTAZ Partnerships and Conference Committee Caliber Companies Lori Shepherd, PGRTAZ Director and Membership Committee Arizona Humane Society Bridget Costello, PGRTAZ Programs Committee Free Arts for Abused Children of Arizona Alan Knobloch, PGRTAZ Director and Partnerships Committee Alan Davidson, PGRTAZ Director and Partnership Committee Russell Bucklew, PGRTAZ Marketing Committee ASU – W.P. Carey School of Business Debbie Mosakowski, PGRTAZ Marketing Committee CAPTRUST Tearsa Saffell, PGRTAZ Marketing Committee Arizona Sustainability Alliance

ARIZONA PLANNED GIVING CONFERENCE | 7

Continuing Care P R O G R A M

TU RNS GOODBYES 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’s Planned Giving Team at 602.997.7585 Ext. 1034 or by email at legacycircle@azhumane.org.

P lenary Sessions Morning Keynote 8:40am - 9:35am

Zen and the Art of Donor/Client Engagement Alexandra Pia Brovey, JD, LLM Senior Director, Gift Planning Northwell Health Foundation

What qualities do successful fundraisers and advisors possess?

The multitude of relationships we build with donors, clients and colleagues is based on a critical set of skills that go beyond technical or trade expertise.

Lunch Keynote 12:30pm - 1:45pm

The Secrets to Charitable Gifts of Noncash Assets Dana J. Holt, JD, RICP, AEP(R), CAP(R) CEO & Philanthropic Strategist Holt Consulting

Join us as we show you the secrets to making these gifts successfully.

You will learn: • dos and don’ts of non-cash gifts • how to get the timing just right • how to maximize the charitable deduction • how to choose the right charitable giving vehicle

ARIZONA PLANNED GIVING CONFERENCE | 9

STRATEGIC MARKETING TO REACH MORE

DONORS Crescendo Interactive’s integrated marketing system creates donor leads and closes more gifts for your organization

Marketing Engage your donors with content-rich websites, eblasts, surveys and more

ϕ Software Create print projects and donor presentations at a fraction of your production costs

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Training

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Administration

Expand your fundraising knowledge with our webinars, seminars and conference

Manage your gift annuities program with expert support and user-friendly software

We have raised an average of over $150 million per year in gifts! Our marketing program couldn’t be this successful without Crescendo’s partnership.

Elizabeth Ayres Executive Director of Gift Planning 10 | University ARIZONAof PLANNED GIVING North Carolina at CONFERENCE Chapel Hill

Integrated Marketing for Planned Gifts

ƀ 800-858-9154

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crescendointeractive.com

Basics Track Thursday | May 20th 9:15am

Pete Winters

President, Virtual Media Fundraising Viral Media Fundraising, Corporate Sponsorships, Legacy Planned Giving

11:00am

Alexandra Pia Brovey, JD, LLM Senior Director, Gift Planning Northwell Health Foundation

How to Begin a Gift Conversation

Friday | May 21st 10:00am

Richard Kasper

President & CEO, Jewish Community Foundation of Greater Phoenix Planned Giving and Endowment Basics

11:05am

Margaret Stephens-Reed

Director of Development, VALLEYLIFE I Implemented a Planned Giving Program – A True Story

Intermediate Track Thursday | May 20th 9:45am

Chris Heldman

President and CEO Legacy Leaders The Intergenerational Wealth Transfer: Disruption, Protection, and Profit

11:00am

Juan C. Ros CFP(R), AEP(R),CSPG, CEPA, CVGA(R) Financial Advisor Forum Financial Management, LP

Why and How Financial Advisors Should Engage Clients in Philanthropy

Friday | May 21st 10:00am

Beth Salazar, CAP(R)

Planned Giving Manager, Southwest Autism Research and Resource Center (SARRC) Creating and Engaging a Planned Giving Professional Advisory Council

11:05am

Laura J. Malone, CAP(R), CEPA

Development Officer Community Foundation of Lorain County Integrating a Successful Business Exit with the Significance of Charitable Giving 12 | ARIZONA PLANNED GIVING CONFERENCE

Technical Track Thursday | May 20th 9:45am

Joe Hancock

Vice President and General Counsel High Ground Advisors Fueling Your Mission: Capitalizing on Gifts of Oil and Gas

11:00am

Brion Crum

Vice President | Investments Caliber Funds Socially Responsible Investing

Friday | May 21st 10:00am

Russell A Willis III, J.D., LL.M.

Tax Lawyer, Writer and Consultant Tea Leaves and Storm Warnings: How the Biden Tax Agenda Could Affect Charitable Gift Planning

11:05am

Dana J. Holt, JD, RICP, AEP(R), CAP(R) CEO & Philanthropic Strategist Holt Consulting

Take the Fear Out of Gifts of Real Estate!

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Agenda Thursday | May 20th 8:00–8:30am Logon, Networking, Partner Connections

8:30–8:40am Welcome and Announcements

8:40–9:35am Breakfast Plenary Alexandra Pia Brovy: “Zen and the Art of Donor/ Client Engagement” 9:35–9:45am

Break • Visit Vendors

9:45–10:45am Breakout Sessions

Planned Giving Basics: Pete Winters “Viral Media Fundraising, Corporate Sponsorships, Legacy Planned Giving”

I ntermediate: Chris Heldman “The Intergenerational Wealth Transfer: Disruption, Protection, and Profit”

echnical: Joe Hancock “Fueling Your Mission: T Capitalizing on Gifts of Oil and Gas”

10:45–11:00am Break

• Visit Vendors

• Yoga

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Thursday, May 20 continued

11:00–12:00pm Breakout Sessions

Planned Giving Basics: Alexandra Brovey “How to Begin a Gift Conversation”

I ntermediate: Juan Ros “Why and How Financial Advisors Should Engage Clients in Philanthropy”

Technical: Brion Crum “Socially Responsible Investing” 12:10–12:30pm Reconvene Welcome and Lunchtime Demo

Margaret Stephens-Reed and Chef Butch

12:30–1:45pm Lunch Plenary Dana J. Holt “The Secrets to Charitable Gifts of Noncash Assets” 1:50–2:40pm Conference Extras Andrea Brundage “The Organized Estate: A Gift You Give Yourself and Others” Joe Hancock, Chris Heldman & Pete Winters “Ask the Experts” Facilitated Networking “Professional Advisors and Planned Giving”

ARIZONA PLANNED GIVING CONFERENCE | 15

Agenda Friday | May 21st 8:00–8:15am Welcome and Announcements

8:15–9:15am Conference Extras Alexandra Pia Brovy and Juan Ros “Ask the Experts” Michael Kenyon and Kelli Smith “Approaching Diversity, Equity, and Inclusion: Finding Your Why and Beginning the Conversation” Facilitated Networking: ‘New to Planned Giving” and “PGRTAZ Membership”

9:15–10:00am Break

• Visit Vendors

• Yoga 10:00–11:00am Breakout Sessions

Planned Giving Basics: Richard Kasper “Planned Giving and Endowment Basics”

I ntermediate: Beth Salazar “Creating and Engaging a Planned Giving Professional Advisory Council”

echnical: Russell A Willis III “Tea Leaves and T Storm Warnings: How the Biden Tax Agenda Could Affect Charitable Gift Planning”

16 | ARIZONA PLANNED GIVING CONFERENCE

Friday, May 21 continued

11:05–12:05pm Breakout Sessions

Planned Giving Basics: Margaret Stephens – Reed “I Implemented a Planned Giving Program – A True Story”

I ntermediate: Laura J. Malone “Integrating a Successful Business Exit with the Significance of Charitable Giving”

Technical: Dana J Holt “Take the Fear Out of Gifts of Real Estate!”

12:05–12:40pm Closing, Thank You, Recognitions and Prizes

ARIZONA PLANNED GIVING CONFERENCE | 17

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

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

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 2021.

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

ACF/PGRTAZ CAP STUDY GROUP Chartered Advisor in Philanthropy

April 2021 - January 2022 Join the Arizona Community Foundation and the Planned Giving Round Table of Arizona for a moderated CAP Study Group. Subject to space availability, you may join the group at the beginning of any course module (April 22, August 12 or November 4).

ACF will continue to monitor the health and safety recommendations of public health officials to determine if these sessions will be held virtually or in-person. For the latest updates, visit azfoundation.org/CAP. All meetings take place from 8:00 to 10:00 a.m.

GS849: Charitable Strategies

April 22, May 6, May 20, June 3, June 17

GS859: Gift Planning in a Nonprofit Context

August 12, August 26, September 9, September 23, October 7

GS839: Planning for Philanthropic Impact in the Context of Family Wealth November 4, November 18, December 2, January 6, 2022, January 20, 2022

For pricing and enrollment information for the American College of Financial Services CAP program and to reserve your seat in the ACF/PGRTAZ CAP Study Group, visit azfoundation.org/CAP For more information, contact Erica Balderas at EBalderas@azfoundation.org or call 602.682.2082.

20 | ARIZONA PLANNED GIVING CONFERENCE

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.

Giving for the greatest impact Whether you’re acting globally, locally, or just in your own backyard, our Philanthropic Specialists will help you make a difference, and make sure it lasts.

Let’s connect

Cynthia S. Bozik Sr. VP Regional Manager of Fiduciary and Investments 480-348-4056 cynthia.bozik@wellsfargo.com Keith T. Guido Sr. Investment Strategist 480-348-4955 keith.t.guido@wellsfargo.com wellsfargoprivatebank.com

Investment and Insurance Products: Not FDIC Insured No Bank Guarantee MAY Lose Value

Wells Fargo Wealth Management provides products and services through Wells Fargo Bank, N.A., and its various affiliates and subsidiaries. © 2019 Wells Fargo Bank, N.A. Member FDIC. NMLSR ID 399801

Take the Credit!

Support Free Arts for Abused Children of Arizona through the Arizona Foster Care Tax Credit TaxCredit2021-PC.indd 1

2/4/21 12:34 PM

ARIZONA PLANNED GIVING CONFERENCE | 21

Please Welcome Our...

2021/2022 Incoming Board of Directors Brad Harris, CFRE, CAP®

A New Leaf

Lori Shepherd, CAP®

Arizona Humane Society

Cynthia Bozik, CTFA

Wells Fargo

Alan Knobloch, CFRE®

PAK Consulting, Inc./Strategic Gifts Executives

Judi Smith, CFRE®

GivingSmith

Brion Crum

Caliber

Bridget Costello

Free Arts for Abused Children of Arizona

Margaret Stephens Reed

ValleyLife

Alan Davidson, CCIM

Alan R. Davidson, PLLC – Commercial Real Estate Brokerage/Gifting Advisory

Adele Dietrich, CFRE, CAP®

McDowell Sonoran Conservancy

Susan Waschler, CFRE

Valley of the Sun YMCA

George Nunes, CAP®

Captacion Fundraising Consulting

Kristen Mihaljevic

Arizona Community Foundation

Russell Bucklew, JD, CAP®

ASU

Andrea Claus

Bivens & Associates P.L.L.C.

22 | ARIZONA PLANNED GIVING CONFERENCE

Show your pride, tag your ride! Order yours at azmvdnow.gov

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4/29/21 1:47 PM

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

ARIZONA PLANNED GIVING CONFERENCE | 23

Thank you

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to all of our partners!

Beth Salazar, CAP®

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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