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Formerly known as Planned Giving Round Table of Arizona

                                           

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October Monthly Meeting: "When Your Donor Calls an Attorney"

  • 17 Oct 2023
  • 11:15 AM - 1:00 PM
  • Ability 360 5031 Washington St, Phoenix, AZ 85034

Registration

  • Please email info@pgrtaz.org or call (480)409-8522 for registration code.

Registration is closed


"When Your Donor Calls an Attorney"


 


T. James Lee      

Director/ Shareholder

Fennemore Craig, P.C. 

 


Chris Siegle

 Managing Director 

JP Morgan Private Bank


Have you ever wanted to be a fly on the wall with a donor and their trusted advisor as they discuss charitable giving?  Does the idea of being at the table for this discussion leave you wary?  Join Arizona Charitable Gift Planners for a discussion with local experts, Chris Siegle and Jim Lee as they pull back the curtain on why a donor calls their lawyer. 


Huge Thank You to This Programs Sponsor!



Program is Approved for one (1) PT    CE credit

Arizona Charitable Gift Planners

www.azgiftplanners.org

admin@azgiftplanners.org

  602.840.2900 X1




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