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Mission: Educate, motivate and empower our community to collectively promote and facilitate charitable gift planning

Vision: We envision an enriched community where leaving a legacy through charitable gift planning is the social norm

Core Values: Integrity, Generosity, Innovation, Collaboration, Engagement, Community

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

When
17 Oct 2023
11:15 AM - 1:00 PM
Location
Ability 360 5031 Washington St, Phoenix, AZ 85034
Registered
38 registrants

Registration

In Person AZCGP Member – $45.00
In Person First Time Guest – $45.00
Please email info@pgrtaz.org or call (480)409-8522 for registration code.
In Person Member with PrePaid Meetings
In Person Returning Guest – $65.00
Online AZCGP Member – $25.00
Online AZCGP Member with PrePaid Meetings
Online First Yime and Returning Guests – $25.00

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

602.840.2900 X1

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