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Formerly known as Planned Giving Round Table of Arizona

                                           

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March 17, 2015 Lunch Presentation

  • 17 Mar 2015
  • 11:15 AM - 1:30 PM
  • Phoenix Country Club: 2901 N 7th Street Phoenix AZ
  • 50 registrants

Registration

  • Registrations received after timely RSVP deadline of noon the Thursday prior to the event
Registration is closed


Topic: 

"Collaborative Partnerships with  Mutual Benefits:  Charitable Advisors & Non Profit Planned Giving"

Panel Discussion:

Moderator: 
Susan Shattuck,
Gift Planning Officer,
Desert Botanical Garden

Panelists:
Denise McClain, Estate and Financial Planning,  Abbot Downing
 Gail Bradley, VP,   Wealth Strategies Group, The Northern Trust Company
Deborah Miller, Estate Planning Attorney,
Deborah W. Miller, PLLC
Victoria C. Harris, CPA, Hunter Hagan & Company, LTD

Program Description:

Why and how should nonprofit planned giving programs engage the professional community?  What might professional advisors seek from these relationships?  And how can we forge creative partnerships that mutually explore passions and values, educate donors about charitable giving options plus tax benefits, and promote greater philanthropy to benefit our community?

Please note:  Members  who can not attend, now have the ability to send a substitute in their place at the member registration level.

11:15am Registration

11:30am Lunch

12:00pm:  Presentation

1:00pm:  Presenter concludes
 

Many Thanks to our Lunch Sponsor!

   Your Logo/Link Could Be Here!

Visit the Sponsor Page of the website for details   
Last minute cancellations:  If you find you cannot attend, an e-mail to info@PGRTAZ.org gives us an idea of how many extra seats we may have for those arriving "at the door".

Attending At the Door?  Here's more information.......

Arizona Charitable Gift Planners

www.azgiftplanners.org

admin@azgiftplanners.org

  602.840.2900 X1




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