Educational Workshop
Speaking
We love to share our ideas, insights, and knowledge with others. Tiffany House CAP CEPA FCEP enjoys public speaking to support nonprofits by making planned giving a social norm.
Upcoming Speaking Events
Sacramento Estate Planning Council Forum
The 2025 Estate Planning Forum continues the tradition of bringing diverse topics to offer something for every practitioner. Please join us and 150+ of your peers for the annual Estate Planning Forum on
May 22, 2025.
Estate Planning Council of Arkansas Conference
Please Join an interdisciplinary organization for professionals involved in estate planning for profoundly beneficial educational presentations on March 10, 2026.
Speaking Engagements
Recent Speaking Engagements
Recent Speaking Engagements
Recent Speaking Engagements
- Oregon Estate Planning Council, January 31, 2025
- North State Community Foundation, October 24, 2024
- Retirement Resource Center, October 17, 2024
- Edward Jones Exit Advisors, October 17, 2024
- Arizona Charitable Gift Planners, October 15, 2025
- Rose Law Group, October 14, 2024
- Financial Planning Association National Conference, September 18-20, 2024
- Community Foundation of Greater Des Moines, October 8, 2024
- Wyoming State Bar Annual Meeting & Judicial Conference - September 11, 2024
- American Heart Association, June 27, 2024
- Financial Planning Association National Webinar, June 26, 2024
- Exit Planning Institute, May 6, 2024
- Arizona Charitable Gift Planners, March 19, 2024
- Association for Healthcare Philanthropy, February 28, 2024
- Virginia Gift Planning Council, February 22, 0224
- Financial Planning Association National Conference, September 27-29, 2023
- Arizona Charitable Gift Planners, March 19, 2023
- East Valley Estate Planning Council, October 18, 2023
- North State Community Foundation, October 17, 2023
- Central New York Community Foundation, October 5, 2023
- Planned Giving Design Center, October 4, 2023
- Arizona Business Brokers Association, September 14, 2023
- Planned Giving Council of Southern Arizona, September 13, 2023
- Colorado Planned Giving Roundtable Annual Symposium, August 22-23, 2023
- Exit Planning Institute National Webinar, August 8, 2023
- National Association of Charitable Gift Planners Webinar, June 27, 2023
- Retirement Resource Center National Webinar, June 22, 2023
- Planned Giving Round Table of Tucson, April 5, 2023
- Retirement Resource Center National Webinar, November 17, 2022
- National Association of Charitable Gift Planners Annual Conference, October 26-28, 2022
- National Conference for Community College Advancement, October 26-28, 2022
- Free Arts for Abused Children of Arizona, October 6, 2022
- The Associated: Jewish Federation of Baltimore, October 13, 2022
- Northwest Planned Giving Round Table Annual Conference, September 15, 2022
- 4th Annual Global Climate Restoration Forum, September 13, 2022
- Planned Giving Round Table or Arizona Annual Conference, May 20, 2022
- Minnesota Gift Planning Association, October 28, 2021
- National Association of Charitable Gift Planners, Annual Conference September 20, 2021
- Arizona Society of CPAs, September 23, 2021
- Planned Giving Round Table of Arizona, September 21, 2021
- Free Arts for Abused kids, September 23, 2021
- Foundation for Climate Restoration, May 19, 2021
- Educational Webinar on the Biden/Harris Tax Proposal's Affect on Charitable Giving, February 24, 2021
- American Association of University Women Scottsdale Chapter, December 12, 2020
- Paradise Valley Community College, October 22, 2020
- Planned Giving Round Table Annual Conference, August 21, 2020
- Planned Giving Round Table of Arizona, November 19, 2019
- Maricopa Community Colleges, October 16, 2019
- World Academy for the Future of Women Board, August 4, 2019
- Act One Youth Theatre Board of Directors, June 18, 2019
- Ability 360 Board of Directors, May 22, 2019
- DebX Talks, May 9, 2019
- Organization of Nonprofit Executives, May 2, 2019
- Sanford Institute for Philanthropy, March 6, 2019
- Jewish Community Foundation Advisory Board, February 6, 2019
- Hugh O’Brian Youth Leadership (HOBY) National Board, October 26, 2017
- Financial Executive Networking Group Arizona Chapter, October 3, 2017
- YWCA Professional Advisory Event, September 12, 2017
- YWCA of Greater Phoenix Board of Directors, August 28, 2017
- A New Leaf Professional Advisory Board, August, 24 2017
- Wallace Plese + Dheher CPA Firm, August 22, 2017
- Non-Profit Learning Lab Educational Conference, May 2017
- Habitat for Humanity, March 2017
- Hunter Hagan & Company CPA Firm; December 2016
- Boys and Girls Club of Metro Phoenix, December 2016
- Planned Giving Round Table of Arizona; October 2016
- And Various Other Workshops Prior
Presentation Topics
Recent Speaking Engagements
Recent Speaking Engagements
- Tax Advantaged Strategies for Business Sales
- Estate Tax Sunset
- IRA Stretch Trust and Smart IRA Planning
- Wealth Transfer Strategies
- Charitable Trusts Made Simple
- More Assets Under Management with Charitable Conversations: Advice + Generostiy + Greater AUM
- How to Use a Charitable Remainder Trust with Capital Gains Taxed Assets
- Legacy Planning
- Asset Protection
- Real Estate Diversification
- Retirement Income using Charitable Stategies
- Nothing is Certain Except Death and Taxes
- Creating a Family Culture of Philanthropy
- How to Establish a Planned Giving Program
- Smart Planning with Real Estate Assets
- Crisis Creates Planned Giving Opportunities
- Family Philanthropy
- Nothing is Certain Except Death and Taxes
- Creating a Family Culture of Philanthropy
- How to Establish a Planned Giving Program
- How to Plan with Real Estate Assets
- Crisis Creates Planned Giving Opportunities
- Save More by Giving More
- Owner Preparation for Successful Transition
- Alternatives to a 1031 Exchange
- Secrets of Engaging Professional Advisors
- Gift Planning Tools for Advisors
- No Risk No Fear, Your Real Estate Gift Team is Here
- Is the Perfect Business Exit a Myth?
- Why Planned Giving
- Cash is for Amateurs
- Family Meetings
- Charitable Alternative to a 1031 Exchange
- The "Grateful" Dead
- Charitable Roth IRA Conversions
- How to Ignite a Planned Giving Program
- Charitable Trust Case Studies Board Fundraising
- Improved Applications for Charitable Trust in the New Tax Code
- Donor Advised Funds, Friend or Foe
- Planned Giving Tools and Tactics
- Planned Giving Conversations
- Board Development
- Planned Giving for Nonprofit Boards
- Sustainability Through Endowment
- Charitable Planning Case Design
Speaking Engagement Inquiries
Thank you for your inquiry
We are eager to learn from you and share knowledge to foster mutual growth and development.