Formerly known as Planned Giving Round Table of Arizona
Building Donor Loyalty: How to Double Your Major Gift Revenue: July 22nd
Administrative and Program Coordinator: Valley of the Sun United Way Job Description and Information Posted Date: May 29, 2014
Development Officer: Valley of the Sun United Way Job Description and Information Posted Date: May 29, 2014
Major Gifts Officer: Valley of the Sun United Way Job Description and Information Posted Date: May 29, 2014
Kimberly Feng: Hyatt Regency 2 night stay package
Claudia Cucitro: Riverside Resort, Laughlin two night stay package
Timothy D: Arizona Cardinals Autographed Football package
Dave McConachie: Phoenix Suns Autographed Basketball package
Ed Knight: Diamondback tickets
Steve Brock: Custom Made Necklace
Jackie Palmenberg: 50/50 Raffle-$250
Carol Chamberlin: Passport to Prizes-IPAD
“We first connected with Arizona Community Foundation (ACF) approximately two years ago through a relationship with a financial advisor. The advisor had a client that was looking to leave a portion of his estate to a charity using gifting strategies with a life insurance product. With certain resources available through ACF and our expertise in the insurance field we were able to ultimately benefit both the client and the charitable organization. It was a wonderful feeling that we were able to get this accomplished and use the experience to aid future cases with similar charitably inclined clients.
When an opportunity came last year to be a sponsor of the Summer Forum we were excited to support the organization’s mission. Partnering with ACF, in conjunction with the Planned Giving Roundtable (PGRTAZ) was a great way to meet and help advisors as they work to meet their clients goals. We are happy to be a sponsor again and look forward to the future as the Summer Forum continues to grow.”
Last years' Summer Forum brought together just shy of 200 planners, and received rave reviews for professional programming, event production, and innovative conference features. This years' Summer Forum is expected to draw 200 plus planners, and again raise the bar for a full day learning, networking, and motivating experiences.
"I am continuously working with my clients to ensure that they are active participants in the journey of their art collections. These clients share my belief that they are not the owners of the art; rather, they are custodians who will leave the paintings and sculptures for another generation to be enlightened, inspired, calmed, sometimes even shocked, and always enriched by the art.
Through astute gift and estate planning with a seasoned team of professionals working together, collectors can realize their philanthropic goals in a manner that also provides for their families.
The Planned Giving Round Table of Arizona Summer Forum brings together a wealth of professionals to share and explore the ideas and services that we can offer to our clients. As a strong supporter of the arts, I am honored to sponsor the 2013 Summer Forum."
"The Planned Giving Roundtable Summer Forum brings together innovative speakers on the nonprofit sector with Central Arizona nonprofit leaders and professional advisors. It is a fabulous opportunity for learning, sharing and networking.
The Phoenix Philanthropy Group is a proud sponsor of this year’s Summer Forum – it is a great fit with our mission to partner with organizations to build the strategies and resources to optimize their impact on our global society.”
Arizona Charitable Gift Planners
www.azgiftplanners.org
admin@azgiftplanners.org
602.840.2900 X1