Planned Giving Bootcamp
September 8, 2022 from 1pm - 5pm
Thursday September 8, 2022 5:00-6:00
Join us for Happy Hour from 5 to 6
PGRT Symposium is back with the tools and speakers you need to take your planned giving efforts to the next level.
The admission price is $75 ($100 non-members) with early bird registration up until August 25; $100 ($125 non-members) thereafter.
Community Foundation for Southern Arizona
5049 E Broadway Blvd #201
Includes member discount with access to resources after the meeting.
Join us as a guest and come meet other professionals across multiple disciplines.
Can't make it to the Symposium? Come join us at Happy Hour from 5-6pm!
To register just for the Happy Hour use the registration button below.
*If you are coming to the symposium you have the option to RSVP on the symposium registration form.
Easy, Impactful and Critical Things: Do. These. Now
Deb Dale, CFRE
Arizona Public Media
Deb Dale, CFRE, joined Arizona Public Media (AZPM) in 2020 as their first Chief Development Officer. AZPM has three PBS Television channels and four radio services including NPR, reaching 11 Southern Arizona counties. In her role Deb oversees $9MM in annual revenue generation from membership, major and estate gifts, and corporate support. She holds her Certified Fund Raising Executive credential and is a Master Trainer ® for the Association of Fundraising Professionals. Over the course of her career, she has helped raise over $80 million and assisted organizations in distributing tens of millions more. She was named the Southern Arizona Fundraising Executive of the Year, has been honored by the University of Arizona’s Eller College and was named one of Tucson’s ’40 Under 40’ Business Leaders. Deb is a proud Tucson Native, has lived in four countries, and is an All-American water polo player.
Moeller & Conway, PLLC
Christina is an associate attorney at Moeller & Conway, PLLC, an estate planning firm in Tucson, Arizona, where she focuses on preparing wills, trusts, and powers of attorney to fit clients’ needs. Her decade-long experience as a fiduciary for an independent trust company gives her a unique perspective on the estate planning process. Having administered estates and trusts of all types, she understands the importance of drafting an estate plan that clearly reflects clients’ wishes and the legacy they want to leave. Christina is a member of the Arizona and California State Bars. Christina stays active in the community and is on the boards of Arizona Public Media, Pima Council on Aging, and Southern Arizona Estate Planning Council.
Five Essential Ps’ to Get You on Your Way
Senior Regional Director
Arizona Community Foundation
Angie Laskarides has served ACF over six years in Southeast Arizona, working to improve the quality of life through regional philanthropy. Angie coordinates with Foundation donors, local professional advisors and the nonprofit community while engaging in community development and leadership.
Ms. Laskarides has over thirty years’ experience in philanthropy and nonprofit management. Prior to joining the Foundation, Angie was the Senior Program Coordinator for the ASU Lodestar Center for Philanthropy and Nonprofit Innovation, working with community-based organizations in rural areas to build the capacity of the sector with a focus on community sustainability. She served over nine years as an executive director and regional director, emergency services for the American Red Cross in Michigan. Angie currently serves as president-elect of the board of directors of the Planned Giving Roundtable of Southern Arizona, and on the board of the Walter Wick Foundation.
Angie earned her bachelor’s degree in public administration and master’s degree in political science from Western Michigan University. Subsequently, she earned a certificate in Social Impact Measurement from ASU’s Lodestar Institute for Nonprofit Management and in 2019, the Chartered Advisor in Philanthropy designation from the American College of Financial Services.
The Ultimate Gift: Fostering Philanthropy
Brian Bateman, MA
Founder and President
Brian has facilitated major and planned gifts for nearly 35 years. He works with organizations to assist them in garnering transformational gifts. While most of his career was spent in Medicine at the University of Arizona, he has worked across a variety of community organizations and projects. He served 10 years at the Sarver Heart Center as Senior Director of Development. His consulting firm, GiftPro assists organizations to build long-term sustainable major and planned gifts to fuel their mission.
Messages That Matter: Marketing Strategies for Planned Giving
Senior Director, Marketing & Communications
Community Foundation for Southern Arizona
A Tucson native, Tamara McKinney has more than 20 years of experience in marketing and communications, program development and evaluation, and fundraising. She currently serves as the Senior Director of Marketing and Communications at the Community Foundation for Southern Arizona. Prior to joining the Community Foundation, Tamara served as the executive director of a Southern Arizona nonprofit focused on health and food insecurity. She loves being part of a team dedicated to supporting our community’s generous donors and vital nonprofit partners.
Tamara is the proud mom of two amazing young women and two rambunctious puppies who keep her very busy. In her free time, she enjoys reading mystery novels, playing pinball with her husband, and gardening with native plants to keep her bees and hummingbirds happy. She received her undergraduate degree from the University of Arizona and her MBA from the University of Illinois.