Professional development conference for financial, tax, and legal advisors

Sep 17

7:30 am – 1:00 pm

Scottsdale, AZ

Presented by

Tim MacDonald

President, NCF Southwest

I’m excited to invite you to PLAN to GIVE 2025, proudly hosted by the National Christian Foundation Southwest and presented by Smead Capital Management. This conference is specifically designed for financial, tax, and legal advisors in the Southwest. I believe you’ll find it engaging and valuable, and I encourage you to register early as the event sold out last year!

At the PLAN to GIVE 2025 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 non-cash charitable giving as well as innovative estate planning strategies to empower your clients to leave a lasting charitable legacy.

In addition to our three morning sessions, we are pleased to present a practical lunchtime panel featuring a generous client, her financial advisor, and her philanthropic advisor. The “Giving on Purpose” session is designed to provide valuable insights into intentional generosity, equipping you with tools to effectively share this message with your clients.

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 2025 conference is designed to meet your specific requirements.

Join us 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

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 2025 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 2025 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 $60.00

REGISTER

Schedule

7:30

Arrival and breakfast

8:00

Welcome and introductions

8:15

Session 1:
Mr. Cole Smead

9:15

Break

9:30

Session 2:
Mr. David York

10:30

Break

10:45

Session 3:
Mr. Jeff Waldron

11:50

Lunch Session Panel
Ms. Alice Lindstrom, Mr. John Moore, Mr. Al Mueller

12:50

Closing comments

1:00

Conference end

A look back at PLAN to GIVE 2024

Thank you for joining us!

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?