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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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August Monthly Meeting-9 Components of a Modern Philanthropic Plan"

When
18 Aug 2026
11:15 AM - 1:00 PM
Location
Ability 360- 5031 E Washington Street Phoenix AZ 85034

Registration

AZCGP In Person Member – $45.00
AZCGP In Person Member with PrePaid Meals
AZCGP Member Online – $25.00
AZCGP Member Online with Pre Paid Meals
In Person First Time Guest – $45.00
In person Returning Guest – $65.00
Online First Time and Returning Guest – $25.00

"9 Components of a Modern Philanthropic Plan"

Dien Yuen Philanthropy Advisor

Dien Yuen, CAP(R), AEP(R), IPA

CEO

Daylight Advisors

Megan Lemieux, IPA

Daylight Advisors

Description:

Dien and Meg will present the 9 Components of a Modern Philanthropic Plan. This interactive session will be geared towards both gift planners and advisors and focus on how all those working with donors can step into the role of philanthropic advisor even if that’s not their job title. I got to experience a version of this presentation at the National Center for Family Philanthropy conference last year and it was great!

Program is Pending Approval for 1PT CE Credit

You Could be This Program's Partner!

Arizona Charitable Gift Planners

www.azgiftplanners.org

admin@azgiftplanners.org

602.840.2900 X1

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