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Formerly known as Planned Giving Round Table of Arizona

                                           

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January 15, 2019 Field Trip/Lunch Presentation

  • 15 Jan 2019
  • 11:15 AM - 1:30 PM
  • Desert Botanical Garden: 1201 N Galvin Pkwy, Phoenix, AZ 85008
  • 67 registrants

Registration

  • This option is available for those attending our monthly educational meetings for the first time. Obtain a registration registration code by emailing info@pgrtaz.org or calling 602-840-2900
  • Registrations received after timely RSVP deadline of noon the Thursday prior to the event
Registration is closed

"How to Run a Successful Planned Giving Program"


Annual Field Trip


Matt Connell, CFP(R)

Senior Vice President

Wealth Advisor

This presentation will cover tips and tools to help organizations:

  • Establish a Legacy Society
  • Start a Planned Giving Committee
  • Board Support
  • Dedicated Budget
  • Recent Successes
  • Best Practices        

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

11:25am Lunch

12:00pm:  Presentation

1:00pm:  Adjourn

We encourage members and non members who have attended before to invite a first time guest.  New this season, a reduced first time guest fee of $36.00 is being offered.  Please email info@pgrtaz.org or call 602-840-2900 for the first time guest registration code.
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Many Thanks to our Lunch Partner!


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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




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