2026 Advisor Summit

Registration Information

Understanding why people give is just as important as understanding how they give.

Registration is now open for Phoenix Children’s 2026 Advisor Summit; a professional development experience designed for advisors and nonprofit professionals navigating the shifting terrain of wealth preservation, family dynamics, and philanthropic strategy.

Date: Thursday September 10, 2026
Time: 7:30 to 11:30 a.m.
Location: Phoenix Country Club, 2901 N 7th St, Phoenix
Registration fee:  $55 through September 30, 2025, $75 through July 31; $100 starting August 1- Non-profits receive a 25% discount.
CEU hours: 3

2026 Advisor Summit Overview

In today’s evolving advisory and philanthropic landscapes, technical expertise alone is no longer enough. Phoenix Children’s is pleased to invite you to our 2026 Summit “Inside the Donor Mind- What Advisors and Nonprofits Need to Know About How Behavioral Insights Shape Values, Intergenerational Wealth Management, and the Future of Philanthropy”.

Today’s donors are seeking more than tax efficiency or wealth preservation—they want meaning, alignment, and impact. The 2026 Advisor Summit provides practical, research‑informed tools to help advisors and nonprofits respond to this shift with confidence and intention.

Designed for advisors, gift planners, and nonprofit professionals, this summit examines how emerging insights from behavioral science and behavioral finance can strengthen family legacy planning, enrich organizational decision‑making, and elevate personalized donor engagement.

As families navigate complex financial choices, shifting values, and intergenerational transitions, attendees will gain a practical framework for inspiring generosity through empathy, clarity, and shared purpose. Rather than relying on traditional pressure‑based or purely technical approaches, this summit emphasizes strategies that help donors connect their values to meaningful philanthropic action.

At the summit, you will:

• Understand the psychological drivers behind charitable decision‑making
• Engage families across generations in values‑centered legacy conversations and support clients in aligning financial choices with long‑term goals and shared purpose
• Build a toolkit of integrated behavioral science tactics into estate planning conversations to foster trust, transparency, and shared purpose
• Master a framework for facilitating difficult conversations around wealth, values, and expectations using neuroscience-backed strategies.
• Engage in interactive sessions that provide practical tools and case studies to immediately implement advanced tax and planning strategies.
• Learn how to leverage philanthropic opportunities within the changing tax landscape to maximize donor benefits and charitable impact.
• Network with like-minded professionals who share a commitment to Phoenix Children’s and our community.
• Hear from Phoenix Children’s leadership to understand how philanthropy sustains the hospital’s mission and experience its impact through an interactive mission moment.

Continuing Education Credit Information

Please note that a certificate of attendance will be provided.

• Event eligible for 3 hours CFRE, CLE, CPA, CFP continuing education.
• The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirements of specialists.
• This activity may qualify for up to 3 hours toward your annual CLE requirement for the State Bar of Arizona, including 3 hours of advanced level training in the area of Estate and Trust Law.
• The Arizona State Board of Accountancy does not pre-approve CPE providers. This activity may qualify for up to 3 hours toward your CPE.

Nonprofits

Are you a nonprofit organization seeking additional information about gift planning, looking to network with professionals in the field or optimize your gift planning programs? Register now to enjoy additional benefits.

Summit Keynote Speakers

Phoenix Children’s is pleased to present two nationally recognized thought leaders whose work sits at the intersection of philanthropy, behavioral insights, and decision‑making. Together, they will offer a powerful exploration of how donors think, feel, and decide—and what that means for the future of advisory and nonprofit practice.

Stan Treger, PhD
Behavioral Insights Advisor
Northern Trust

Read Bio

Cherian Koshy, CFRE, CAP®
Vice President
Kindsight

Read Bio

Summit Sponsorship

We’re pleased to offer corporate sponsorship for this year’s Summit. By supporting this event, sponsors can align their brand with emerging insights from behavioral science and behavioral finance, showcasing them as a thought leader in the space.

For more information on sponsorship opportunities, or to build a customized option, please click here or contact our Gift Planning team at 602-933-3870 or giftplanning@phoenixchildrens.com.

* All media inclusion is subject to publication deadlines

* All sponsor inclusion is subject to publication deadlines