https://pgrtaz.org/page-974657 Arizona Charitable Gift Planners upcoming events Arizona Charitable Gift Planners Wild Apricot - membership management software and more en Wed, 27 May 2026 04:07:54 GMT Wed, 27 May 2026 04:07:54 GMT Thu, 28 May 2026 19:00:00 GMT <p align="center"><img src="https://azgiftplanners.org/resources/CAP%20FLYER%20FINAL%20(1).pdf" alt="" title="" border="0"><img src="https://azgiftplanners.org/resources/Documents/Committees/CAP/CAP%20FLYER%20539%202026%20Finalv2.jpg" alt="" title="" border="0" width="545" height="706"><img src="https://azgiftplanners.org/resources/Documents/Committees/CAP/CAP%20FLYER%20FINAL%202025v2.pdf" alt="" title="" border="0"></p> <h3 align="center" style="margin-bottom: 0px !important;"><font color="#616161" face="Calibri, sans-serif">Those&nbsp; who are interested please reach out to</font></h3> <h3 align="center" style="margin-top: 0px !important;"><font color="#616161" face="Calibri, sans-serif">Riley Arter <a href="mailto:RLA@tblaw.com" target="_blank">RLA@tblaw.com</a></font></h3> https://azgiftplanners.org/event-6638328 https://azgiftplanners.org/event-6638328 Thu, 11 Jun 2026 19:00:00 GMT <p align="center"><img src="https://azgiftplanners.org/resources/CAP%20FLYER%20FINAL%20(1).pdf" alt="" title="" border="0"><img src="https://azgiftplanners.org/resources/Documents/Committees/CAP/CAP%20FLYER%20539%202026%20Finalv2.jpg" alt="" title="" border="0" width="545" height="706"><img src="https://azgiftplanners.org/resources/Documents/Committees/CAP/CAP%20FLYER%20FINAL%202025v2.pdf" alt="" title="" border="0"></p> <h3 align="center" style="margin-bottom: 0px !important;"><font color="#616161" face="Calibri, sans-serif">Those&nbsp; who are interested please reach out to</font></h3> <h3 align="center" style="margin-top: 0px !important;"><font color="#616161" face="Calibri, sans-serif">Riley Arter <a href="mailto:RLA@tblaw.com" target="_blank">RLA@tblaw.com</a></font></h3> https://azgiftplanners.org/event-6638328 https://azgiftplanners.org/event-6638328 Wed, 24 Jun 2026 15:00:00 GMT <p><br></p> <p align="center">AZCGP Board Meeting</p> <p align="center"><span style="background-color: rgb(255, 255, 255);"><font style="font-size: 14px;" color="#333333" face="Arial, Helvetica, sans-serif">Join Zoom Meeting</font></span><br> <br> <a href="https://zoom.us/j/5465023703?pwd=L05LTlNvTk5WSFFlNDhmUlRmZ1htdz09"><font style="font-size: 14px;" color="#0B9DCC" face="Arial, Helvetica, sans-serif">https://zoom.us/j/5465023703?pwd=L05LTlNvTk5WSFFlNDhmUlRmZ1htdz09</font></a><br> <br> <span style="background-color: rgb(255, 255, 255);"><font style="font-size: 14px;" color="#333333" face="Arial, Helvetica, sans-serif">Meeting ID: <a class="sw-phone" title="Call with Dialpad" href="dialpad://546%20502%203703">546 502 3703</a></font></span><br> <br> <span style="background-color: rgb(255, 255, 255);"><font style="font-size: 14px;" color="#333333" face="Arial, Helvetica, sans-serif">Passcode: L3g@ci</font></span><br> <br> <span style="background-color: rgb(255, 255, 255);"><font style="font-size: 14px;" color="#333333" face="Arial, Helvetica, sans-serif">Find your local number:</font></span> <a href="https://zoom.us/u/adFS9zH1"><font style="font-size: 14px;" color="#0B9DCC" face="Arial, Helvetica, sans-serif">https://zoom.us/u/adFS9zH1</font></a><br></p> <p align="center"><br></p> <p><br></p> <p><br></p> https://azgiftplanners.org/event-6270074 https://azgiftplanners.org/event-6270074 Thu, 25 Jun 2026 19:00:00 GMT <p align="center"><img src="https://azgiftplanners.org/resources/CAP%20FLYER%20FINAL%20(1).pdf" alt="" title="" border="0"><img src="https://azgiftplanners.org/resources/Documents/Committees/CAP/CAP%20FLYER%20539%202026%20Finalv2.jpg" alt="" title="" border="0" width="545" height="706"><img src="https://azgiftplanners.org/resources/Documents/Committees/CAP/CAP%20FLYER%20FINAL%202025v2.pdf" alt="" title="" border="0"></p> <h3 align="center" style="margin-bottom: 0px !important;"><font color="#616161" face="Calibri, sans-serif">Those&nbsp; who are interested please reach out to</font></h3> <h3 align="center" style="margin-top: 0px !important;"><font color="#616161" face="Calibri, sans-serif">Riley Arter <a href="mailto:RLA@tblaw.com" target="_blank">RLA@tblaw.com</a></font></h3> https://azgiftplanners.org/event-6638328 https://azgiftplanners.org/event-6638328 Tue, 18 Aug 2026 18:15:00 GMT <h3 align="center"><font color="#000000" face="Georgia" style="font-size: 18px;">"9 Components of a Modern Philanthropic Plan"</font></h3> <h3 align="center" style="margin-top: 0px !important; margin-bottom: 0px;"></h3> <p style="margin-top:0px !important;margin-bottom:0px !important;"><br></p> <table width="99%" cellpadding="0" cellspacing="0" watable="1" class="contStyleExcSimpleTable" style="border-collapse: collapse; border-style: solid; border-width: 1px; border-color: #999999;"> <tbody> <tr> <td style="border-style: solid; border-width: 1px; border-color: #999999;" valign="top"> <div align="center">&nbsp;<img src="https://static.wixstatic.com/media/893209_c5fbed27474a4f0baf88e3a4f7eb218b~mv2.png/v1/fill/w_343,h_497,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/Dien%20Yuen%20Headshot%201.png" alt="Dien Yuen Philanthropy Advisor" width="127" height="184"></div> <h5 style="margin-top: 0px !important; margin-bottom: 0px !important;" align="center"><font face="Georgia" color="#000000" style="font-weight: normal;">&nbsp;<a href="https://www.daylightadvisors.com/daylight-team/dien-yuen" target="_blank">Dien Yuen, CAP<font style="font-size: 10px;">(R)</font>, AEP<font style="font-size: 11px;">(R),</font> IPA</a></font></h5> <h5 style="margin-top: 0px !important; margin-bottom: 0px;" align="center"><font color="#000000" face="Georgia"><span style="font-weight: 400;">CEO</span></font></h5> <h5 style="margin-top: 0px !important; margin-bottom: 0px;" align="center"><font color="#000000" face="Georgia"><span style="font-weight: 400;">Daylight Advisors</span></font></h5> <p style="margin-top: 0px; margin-bottom: 0px !important;"><br></p> </td> <td style="border-style: solid; border-width: 1px; border-color: #999999;" valign="top"> <div align="center"> <p style="margin-top: 0px !important; margin-bottom: 0px !important;"><br></p><img src="https://media.licdn.com/dms/image/v2/C5603AQE3gZs9Y6WsaA/profile-displayphoto-shrink_200_200/profile-displayphoto-shrink_200_200/0/1582652501719?e=1778112000&amp;v=beta&amp;t=Ip8lWdC5kuSOm1tiedF5E3gktxYkK6K3is__tJK9e98" alt="Megan Lemieux Bell, IPA" width="165" height="165"></div> <p align="center" style="margin-top: 0px !important; margin-bottom: 0px !important;"><a href="https://www.linkedin.com/in/megan-lemieux-bell-ipa-6b126b1/" target="_blank"><font face="Georgia">Megan Lemieux, IPA</font></a></p> <p align="center" style="margin-top: 0px !important; margin-bottom: 0px !important;"><font face="Georgia">Daylight Advisors</font></p> </td> </tr> </tbody> </table> <h3 align="left" style="margin-bottom: 0px !important;"></h3> <h3 style="margin-top: 0px !important; margin-bottom: 0px !important;"><font color="#000000"><font face="Georgia" style="font-weight: normal; font-size: 16px;"><font color="#000000">Description:</font></font></font></h3> <h3 style="margin-top: 0px !important; margin-bottom: 0px !important;"><font color="#000000"><font face="Georgia" style="font-weight: normal; font-size: 16px;"><font color="#000000">Dien and Meg will present the&nbsp;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!</font></font></font></h3> <h3 align="left" style="margin-top: 0px !important; margin-bottom: 0px !important;"></h3> <p style="margin-top: 0px !important; margin-bottom: 0px !important;"><br></p> <p align="center" style="margin-top: 0px !important; margin-bottom: 0px !important;"><font face="Georgia" style="font-size: 14px;">Program is Pending Approval for 1PT&nbsp;<img src="https://azgiftplanners.org/resources/Pictures/Logos/CFRE%20ConEdLogo-2026.png" alt="" title="" border="0" width="49" height="52"></font><font face="Georgia" style="font-size: 14px;">&nbsp;CE Credit</font></p> <p align="center" style="margin-top: 0px !important; margin-bottom: 0px !important;"><br></p> <h3 align="center" style="margin-top: 0px !important; margin-bottom: 0px !important;"><font face="Georgia" color="#303030">You Could be This Program's Partner!</font></h3> https://azgiftplanners.org/event-6662708 https://azgiftplanners.org/event-6662708