Professional Development conference for financial, tax, and legal professionals

Sep 10

7:30 – 12:30

Scottsdale, AZ

Presented by

Tim MacDonald

President, NCF Southwest

I invite you to join me at the inaugural PLAN to GIVE 2024 Conference, proudly hosted by National Christian Foundation Southwest and presented by Crossmark Global Investments and Kingdom Advisors. This eclusive event is tailor-made for you as a financial, tax, or legal professional in the Southwest region.

At the PLAN to GIVE 2024 conference, we’re dedicated to equipping and inspiring as you guide your clients in strategic and generous giving. Throughout the day, you’ll gain invaluable insights into the current economic, financial, and investment landscape. Additionally, we’ll explore innovative estate planning strategies to empower your clients to leave a lasting charitable legacy with enhanced tax efficiency.

Our lineup includes an expert panel on trusts for estate planning and strategic philanthropy. Moreover, the conference will provide you the opportunity to connect with professionals who share your passion for making a difference.

Our intention is to help you stay at the forefront of industry trends and best practices, ensuring you can effectively address your clients’ evolving needs. Whether you’re seeking technical expertise, networking opportunities, or aiming to elevate your professional skills, the PLAN to GIVE conference is designed to meet your specific requirements.

Join me for a day dedicated to learning, collaboration, and personal growth, complete with complimentary breakfast and lunch. Together, let’s continue the journey to enhance our practices and enrich the lives of those we serve.

REGISTER

2024 is a Wrap!

Thank you for joining us

Conference Sessions

Robert C. Doll, CFA®

President and Chief Executive Officer, Chief Investment Officer, Crossmark Global Investments

KEYNOTE

Economic Outlook

Nationally-renowned market analyst and keynote speaker, Bob Doll is known for his annual predictions on the markets. With the perspective of over 45 years of industry experience and investment expertise, Bob shares his 2024 Economic & Investment Outlook. His review will cover critical aspects such as the economy, earnings, fiscal policy, monetary policy, valuation, and various other variables.

This information will provide financial professionals with a comprehensive understanding of the current economic landscape, helping them make informed investment decisions, mitigate risks, and capitalize on emerging opportunities in the market.

BIO

Jeff Waldron, JD

Gift Planning Attorney, National Christian Foundation

Legacy Starts Now

The largest wealth transfer in history has begun. For many clients, the ultimate “win” for effective estate planning is to achieve tax-efficient wealth transfer to support their personal and philanthropic impact goals.

This session will look at current trends surrounding the great wealth transfer and share planning strategies and practice tips for professional advisors to help their clients build thriving family legacies and equip future generations for generosity.

Attendees will learn:

How to integrate strategic charitable giving opportunities with traditional family wealth transfer plans to effectively increase funding for charitable family legacies while also reducing potential tax liabilities.
How to enhance traditional family wealth transfer strategies, such as Irrevocable Life Insurance Trusts, Family Limited Partnerships, and Installment Sales to Intentionally Defective Grantor Trusts.
How to counsel clients to plan and build thriving family legacies powered by generosity.

BIO

Panel discussion

Navigating Trusts: Successor Trustees and Strategic Philanthropy

In a one-hour, moderated trust panel, we will discuss charitable trusts in estate planning and philanthropy. The panel will cover successor trustee duties and selection, then dive into CRTs and CLTs, exploring benefits, mechanics, and tax implications with real case studies. The session ends with an interactive Q&A for attendees.

Paul Reardon

Chief Executive Officer

Zia Trust

BIO

Randy Huston, CFP®, MA

Executive Vice President

Yellowstone Trust Administration Inc.

BIO

Who should attend

Financial Advisor/Planner
Wealth Manager
CPA
Private Banker

Estate Planning Attorney
Trust Officer
Family Office Associate/Partner
Investment Manager

PLAN to GIVE 2024 offers you the ability to gain wisdom from nationally renowned speakers, expanding your knowledge and understanding of innovative, charitable planning techniques. You can also benefit by learning techniques to incorporate philanthropy into your clients’ financial strategies, gain access to NCF’s resources and expertise, and connect with other like-minded financial professionals.

Earn 3 hours of CFP®, CPE, CKA®, and MCLE credit. A Certificate of Completion will be provided to all attendees.

(Please note: MCLE: The State Bar of Arizona does not approve or accredit CLE activities for the MCLE requirement. Plan to Give 2024 conference may qualify for up to 3 hours of your MCLE requirement for the State Bar of Arizona.)

Location

Venue 8600

8600 E Anderson Dr.
Scottsdale, AZ 85255

Register

Earn CE credits
Gain insight on current economic landscape
Learn tax-wise strategies to serve your clients
Network with local professionals
Breakfast and lunch included

Registration fee $75.00

REGISTER

Schedule

7:30

Arrival and breakfast

8:00

Welcome and introductions

8:15

Keynote: Economic Update
Mr. Bob Doll

9:15

Break

9:30

Panel Discussion, Trust Planning
Randy Huston and Paul Reardon

10:30

Break

10:45

Legacy Starts Now
Jeff Waldron, JD

11:45

Closing comments

11:50

Networking lunch

12:30

Conference end

Thank you to our sponsors

Hosted by National Christian Foundation Southwest

Along with our other offices from coast to coast, we offer creative solutions and tax-smart strategies to help you give more efficiently, to wisely steward all that God has entrusted to you, and to make the biggest possible impact in the areas of your greatest passion. Every day, we see hearts and lives changed through the joy of generosity.

How will generosity change you?