Formerly known as Planned Giving Round Table of Arizona
The presentation will explore how a legacy cultivation plan comes into existence. It is much more than hand-written notes to donors and invitations to events. What do you need to know about your organization’s history with legacy gifts? What role does the finance office play? Is the Major Gift pipeline your best source of prospects? What does your Donor Care team do to make this work? What do the professional advisors actually do? This is a boat that we are building as we sail. Come hear the tale of Phoenix Rescue Mission’s Cultivation Journey.
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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: Adjourn
Many Thanks to our Lunch Sponsor!
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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