1255 N. Stone Ave.
2019 Fall Education Symposium
Set Your Course for Expertise.
8:30 am: Check in
9:00 – 12:00 pm : Morning Introduction to and Refresher on Planned Giving
9:00 – 9:15 am: Welcome and Thank Yous
9:15 – 10:10 am: Planned Giving Vocabulary and Vehicles
Nancy Kirk, CFRE, Director of Philanthropy, Ronald McDonald Charities Southern Arizona
Sam Swift, CFA, CFP®, AIF®, Advisor, Retirement Plans, Shareholder, TCI Wealth
10:10 – 10:20 am: Break
10:20 – 11:15 am: Gift Acceptance Policy Best Practices
Michelle Conklin, CFRE, Executive Director, Tucson Botanical Gardens
Brad D. Terry, JD, Vice President and General Counsel, University of Arizona Foundation
11:15 – 12:10 pm: “What Might Donors Ask Me?” Addressing possible legal, financial and charitable questions
Rachel Frazier Johnson, JD, Founder & Managing Attorney, Rachel Frazier Johnson Law
Evelyn Kleinhans, Principal, CliftonLarsonAllen LLP
Mary Louise Luna, Director of Gift Planning, Community Foundation of Southern Arizona
Ana Perez-Arrieta, JD, Estate Planning, Trust and Estate Attorney, Bogutz & Gordon, P.C.
12:10 – 1:00 pm: Networking Lunch
1:00 – 4:00 pm: Afternoon More Advanced Track
1:00 – 2:30 pm Are Your Investments Undermining Your Mission?
Eve Ellis, CFP, CIMA, CAP, Financial Advisor and Portfolio Manager, The Matterhorn Group at Morgan Stanley, NY, NY
2:30 – 2:40 pm: Break
2:40 – 3:10 pm: Giving Update after Year One Tax Changes
Laurie Liles, MA, President & CEO, Arizona Grantmakers Forum
3:10 – 4:00 pm: Donor Advised Funds: The Hows & Whys, Pros & Cons and Why They Are So Important RIGHT NOW
Angie Laskarides, CAP, MA, Regional Director, Arizona Community Foundation
Steve Wagner, JD, CPA, Partner, Fletcher Struse Fickbohm & Wagner PLC
4:00 pm: Social Gathering to Follow @ Brother John’s Beer, Bourbon & BBQ, 1801 N Stone Avenue