Planned Giving Roundtable of Southern Arizona

01/26/2026

Join us for a discussion on trust and estate administration, including what non-profits can expect if they are left a gift in a trust or will. Shannon Derksen and Jordan Young are Tucson attorneys experienced in the areas of trust/estate administration and estate planning. Shannon and Jordan will provide an overview of the trust/estate administration process, including general timelines, what information to expect from the trustee or personal representative, legislative updates, coordination with CPAs and financial advisors, common issues/challenges that arise during administration, and best practices for avoiding issues in an estate plan.

09/24/2025

🌟 Join Us for an Inspiring Conversation on Cyber Security in Charitable Gift Planning!
The Planned Giving Roundtable of Southern Arizona is thrilled to welcome Eric Nystrom of Consortium Networks for a powerful and timely presentation.
Eric is an expert in the field of cybersecurity with a proven track record for mentoring numerous organizations and individuals on how to safeguard their digital presence and assets.
👉 Register now: https://www.pgrtsa.org/meeting

09/12/2025

Last week at our Weathering the Storm event we had a wonderful conversation about planned giving from a variety of angles. We heard impactful growth stories in the nonprofit field balanced alongside the legal considerations that go into planned giving. We want to express a huge thank you to Amy Amoroso and Jacque Mingle for being such impactful speakers, the audience was highly engaged with lively discussion!

Whether you are new to the field of planned giving or want to upskill your knowledge, we have something for you. Keep an eye out for our next event on October 1st, we would love to see you there.

Plus...breakfast!

08/12/2025

We’re back!
For many, planned giving feels like a mystery. This year, our sessions break it down in practical, engaging ways—whether you’re a wealth advisor, major gifts officer, CPA, or any professional who works in this space.

✅ Join for the full year at a stellar rate, or
✅ Drop in for individual sessions that fit your schedule.

You’ll gain actionable insights, grow your network, and yes—breakfast is included. 🍳

Sign up today and start demystifying planned giving with us!

05/08/2025

🌟 What an Event! Yesterday's Planned Giving Roundtable Symposium was a huge success—full of learning, connection, and inspiration for philanthropic professionals across Southern Arizona!

We started the morning with a high-impact Planned Giving Bootcamp, led by our co-Presenting Sponsors- Colleen Iuliucci, Arizona Community Foundation, and Laura Maher, Community Foundation for Southern Arizona. Attendees gained foundational knowledge about legacy giving, practical steps to launch or strengthen their planned giving programs, and confidence to start meaningful conversations with donors.

After lunch, our General Session provided a much-needed Washington Update with Courtney Henson, Snell & Wilmer, helping participants understand the latest executive orders and their implications for charitable giving.

We closed the day with a powerful keynote presentation by Dana Holt, JD, RICP, AEP® CAP®, and CEO of Holt Consulting. Dana shared brilliant case studies on how donors can achieve retirement income and tax planning goals through charitable tools. Her dynamic presentation brought new energy to the conversation (and some prizes) around legacy giving and long-term impact.

From practical tools to powerful takeaways, this event was packed with value. Thank you to our incredible presenters, engaged attendees, board members, and everyone who made it possible!

RSVP and join us for our next presentation on June 4th: https://bit.ly/4gmGtoS

05/05/2025

🌟 We are incredibly grateful to ALL of our amazing sponsors for supporting the 2025 Planned Giving Roundtable Symposium!

Your commitment to advancing philanthropy, education, and collaboration in Southern Arizona helps make this event possible — bringing together fundraisers, financial advisors, attorneys, and nonprofit leaders for a day of powerful learning and connection.

THANK YOU for helping us elevate conversations around charitable giving and inspire innovative approaches to create lasting impact.

We couldn’t do it without you!

Learn more about us here: https://bit.ly/4gmGtoS

05/02/2025

🚨 Last call! Registration closes TODAY for the Planned Giving Roundtable Symposium — happening Wednesday, May 7th from 1–5 PM at Lodge on the Desert! The Planned Giving Roundtable Bootcamp Pre-Session will take place from 10:30 AM - 12:30 PM.

With federal funding cuts squeezing nonprofit budgets, it's more important than ever for fundraisers, attorneys, and advisors to master charitable planning strategies. Join top experts in estate, tax, legal, financial, and nonprofit sectors for a dynamic afternoon of learning, networking, and innovation in planned giving.

☑️ Expert speakers
☑️ Interactive sessions
☑️ Happy Hour at 4:30 PM
☑️ 5 CE credits for CFREs and attorneys

🔗 Register now before it’s too late: https://bit.ly/3G3HZyI

04/29/2025

Join us on May 7th at Desert on the Lodge for the Planned Giving Symposium, featuring keynote speaker Dana Holt, JD, RICP®, AEP®, CAP® — nationally recognized expert and CEO of Holt Consulting.

Dana’s session, “Achieve Retirement Income and Tax Planning Goals with Charitable Tools,” will explore:

🔹 Top 3 charitable tools for retirement planning
🔹 Donor profiles & planning strategies
🔹 Rules and conversation starters that move the needle

Whether you're a financial advisor, fundraiser, or nonprofit pro — this session is packed with insights you can use right now.

🔗 Reserve your spot: https://bit.ly/3G3HZyI

04/28/2025

We have extended the Early Bird Pricing and will honor it through THIS FRIDAY, May 2nd!

Register by Friday to save:
$50 off for members
$75 off for non-members

➡️ Register now: https://bit.ly/3G3HZyI

🚨 LAST CHANCE!
Today’s the final day to lock in early bird pricing for the Annual Symposium!

Register by April 25 to save:
$50 off for members
$75 off for non-members

Prices go up tomorrow — don’t wait!
➡️ Register now: https://bit.ly/3G3HZyI

04/25/2025

🚨 LAST CHANCE!
Today’s the final day to lock in early bird pricing for the Annual Symposium!

Register by April 25 to save:
$50 off for members
$75 off for non-members

Prices go up tomorrow — don’t wait!
➡️ Register now: https://bit.ly/3G3HZyI

04/22/2025

Calling all nonprofit professionals!
Join us for a Planned Giving Bootcamp at our Annual Symposium on May 7th!

🕙 10:00 AM – 10:30 AM | Registration & Welcome (includes lunch)
🕥 10:30 AM – 12:30 PM | Planned Giving Bootcamp Pre-Session

Whether you're new to planned giving or need a refresher, this dynamic session is designed just for you. Learn how to start meaningful donor conversations, explore legacy-giving strategies, and build a sustainable future for your organization.

👥 Perfect for development staff, EDs, and board members.

Featuring expert presenters:
🔹 Colleen Iuliucci – Arizona Community Foundation
🔹 Laura Maher – Community Foundation for Southern Arizona

Let’s take the mystery out of planned giving—and turn it into your nonprofit’s next big opportunity.

Register here: https://bit.ly/3G3HZyI