January
January 25 – Estate Planning presentation to Desert Spring United Methodist Church, Las Vegas, Nevada
February
February 22 – Estate Planning presentation to Santa Cruz Valley United Methodist Church, Green Valley, Arizona
February 24 – Charitable Gift Annuity presentation for Humane Society of Sedona, Sedona, Arizona
March
March 1 – Estate Planning presentation to Chandler United Methodist Church, Chandler, Arizona
March 11 – attending Verde Valley Community Development Organization Forum, Cottonwood, Arizona
April
April 21 – presenting webinar “Mid-Level Donor Today. Legacy Donor Tomorrow” for Crescendo
April 26-28 – exhibiting at AFP ICON, San Diego, California
May
May 15 – presenting “The 72-Hour Planned Giving Starter Program” for Arizona Charitable Gift Planners, Phoenix, Arizona
June
AFP Greater Arizona Statewide Conference
June 25 and 26, Phoenix. I’ll be exhibiting and promoting my book The 72-Hour Planned Giving Starter program.
July
July 11-12, client speaking engagement, Los Alamos, NM
August
Colorado Planned Giving Roundtable Summer Symposium
August 4-5, Denver. Exhibiting.
AZ Impact for Good Conference
August 12-13, Phoenix. Exhibiting
Arizona Charitable Gift Planners
August 18, Phoenix. Attending to hear Daylight Advisors’ Dien Yuan speak on "The Nine Components of a Modern Philanthropic Plan"
August 25-26 client speaking engagement, Pahrump, NV
September
San Diego Fundraising Conference
September 9-10, San Diego. Speaking “Today’s Mid-Level Donor is Tomorrow’s Legacy Donor”
September 16 – attending Colorado Planned Giving Council Board Retreat, Denver, Colorado
October
Humane Society of Sedona Speaking “Estate Planning”
October 20, Sedona
November
December
