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Formerly known as Planned Giving Round Table of Arizona

                                           

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Marketing Collaborator: AEBI offers advanced session

21 Jul 2015 9:37 AM | Stephanie Weadock (Administrator)

 

AEBI offers advanced session

If your organization has recognized the importance of planned giving and endowments and you want to learn more about implementing a program, we invite you to attend Planned Giving and Endowments 202 presented by the Arizona Endowment Building Institute at the Arizona Community Foundation.

This one-day seminar will help you explore the strategies for a successful planned giving and endowment program and move your organization forward in the process. During this advanced session, participants will:

Learn more about planned giving legacy societies

Discuss relationships with professional advisors

Explore endowment policies

Review basic illustrations of charitable gift annuities and charitable remainder

trusts

Consider endowment readiness factors

Identify planned giving donor characteristics

Evaluate methods for integrating planned giving and endowments with other fundraising efforts


The fee to attend Planned Giving and Endowments 202 is $25 per person. If your organization has an established fund with the Arizona Community Foundation,

there is no cost to attend this seminar.

PLANNED GIVING AND ENDOWMENTS 202

 

Friday, August 14

9:30 a.m. to 2:00 p.m.

 

Debi Bisgrove Community Philanthropy Center at ACF

2201 E. Camelback Road, Suite 405B, Phoenix


RSVP online

 

The Arizona Endowment Building Institute helps nonprofit organizations plan for financial stability. Find out how at www.azfoundation.org/AEBI.


Learn More




Arizona Charitable Gift Planners

www.azgiftplanners.org

admin@azgiftplanners.org

  602.840.2900 X1



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