2025 PGRTSA Symposium
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Wednesday, May 7, 2025 | 1 - 5 pm
Lodge on the Desert | 306 N. Alvernon WayÂ
Federal Funding cuts are dramatically affecting many non-profits making fundraisers’ skills navigating Planned Gift conversations with donors more vital than ever. Meanwhile, more financial, tax, and legal advisors are recognizing the benefits of using charitable tools to help their clients achieve income and tax planning goals.
Join us for the Planned Giving Roundtable of Southern Arizona’s Annual Symposium, a premier event bringing together estate, tax, financial, legal, and fundraising professionals dedicated to advancing philanthropy through education and collaboration. This dynamic gathering features expert speakers, interactive sessions, and networking opportunities designed to inspire innovative approaches to planned giving and major gifts.
Full Day Admission | 10:00 am - 5:00 pm: $250 for members/$350 non-members and includes lunch
BootCamp Pre-Session | AM Only from 10:00 am - 12:30 pm: $100 for members/$150 for non-members and includes lunch
Symposium | PM Only from 12:30 - 5:00 pm: $150 for members/$250 for non-members
Happy Hour from 4:30 pm
After April 25th, registration fees increase by $50 for member/$75 for non-members
Registration Deadline: May 2, 2025
Student Rates Available! Contact Us for More Information
Continuing Education Credit: 5 Total Hours Continuing Education Available for CFRE and Attorneys.
Registration Rates have been reduced in 2025 to provide greater access
Full Day Registration | 10 am - 5 pm
$250 for Members
Includes bootcamp pre-session, lunch, happy hour and access to meeting resources. Non-Member rates for an additional $100
Bootcamp Pre-Session Only Registration - 10 am - 12:30 pm
$100 for Members
Includes bootcamp pre-session/ resources & lunch. Non-Member rates available for an additional $50
Symposium Registration Only 12 - 5 pm
$150 for Members
Includes Symposium registration (3 Hours CEUS), resources & happy hour. Non-Member rates available for an additional $100
Special Thanks to our Symposium Sponsors
Event Details
10:00 am - 10:30 am |Bootcamp & Full Day Registration / Welcome
10:30 am - 12:30 pm | Planned Giving Bootcamp Pre-Session
Includes Lunch
Join us for a Planned Giving Bootcamp, an introduction to planned giving designed specifically for nonprofit professionals. This dynamic session will provide the foundational knowledge and tools needed to integrate planned giving into your organization’s fundraising strategy.
What You’ll Gain:
- A clear understanding of planned giving basics—what it is and why it matters
- Strategies for starting meaningful conversations with donors about legacy giving
- Practical steps to build or enhance your planned giving program—no matter your organization’s size
- Insight into common gift vehicles
This session is perfect for development staff, executive directors, and board members who want to strengthen their organization’s long-term financial sustainability. Whether you’re new to planned giving, or looking for a refresher, this bootcamp will equip you with tools to take the next step!Â
Presented by:
Colleen Iuliucci, Regional Director of the Arizona Community Foundation Serving Southeast Arizona (below left) and
Laura Maher, Vice President of Philanthropy at the Community Foundation for Southern Arizona (below right)
12:30 - 1:00 pm | Symposium Registration / Welcome
1 - 2:30 pm | General Session
Washington Update | Understanding Recent Executive Orders
Courtney L. Henson
Managing Partner
Snell & Wilmer
Tucson, AZ
Courtney Henson will break down the flurry of Executive Orders signed in President Trump’s second term, the legal challenges to them, and provide resources for professionals to gain a more in-depth understanding of their implications.
Includes a Q & A Session.
3 - 4:30 pm | KeyNote Presentation
Achieve Retirement Income and Tax Planning Goals with Charitable Tools
Dana Holt, JD, RICP AEP® CAP®
CEO & Philanthropic Strategist
Holt Consulting, LLC, Twin Cities, MN
Americans hold over $42 trillion in retirement assets, making it the largest single asset per household and accounting for over one-third of our total wealth. Proper planning for an asset of this magnitude requires careful attention and the right techniques. More financial, tax, and legal advisors are recognizing the benefits of using charitable tools to help their clients achieve income and tax planning goals. This session will cover:
- The top three charitable tools for retirement asset planning
- The most common client/donor profiles for this type of planning
- Essential rules and regulations you need to know
- How to discuss these opportunities with clients/donors
4:30 pm | Happy Hour
Continue networking at an informal Happy Hour in Cielos Bar
Drinks available for purchase, appetizers are on us!
