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Formerly known as Planned Giving Round Table of Arizona

                                           

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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

October 21, 2014 Lunch Presentation

  • 21 Oct 2014
  • 11:15 AM - 1:30 PM
  • Phoenix Country Club
  • 39 registrants

Registration

  • Registrations received after timely RSVP deadline of noon the Thursday prior to the event
Registration is closed

Topic:  

Gift Annuities:  Beginning, Advanced and The Latest"

Speaker:

Greg Bodine,

Senior Gift and Estate Planner

The Salvation Army


Program Description: 

Join the Planned Giving Round Table of Arizona for lunch and a presentation on:

  • Gifts annuity basics in ten minutes
  • Special situations where gift annuities are the best answer
  • Comparison between the Charitable Remainder Trust and Gift Annuities
  • Two ways to offer gift annuities, if a program is not in place
  • Lesser known, creative uses of gift annuities
  • Get the latest knowledge from last week’s NCPP conference

Please note:  Members (without prepaid meeting option) who can not attend, now have the ability to send a substitute in their place at the member registration fee.

11:15am Registration

11:30am Lunch

12:00pm:  Presentation

1:00pm:  Presenter concludes
 

Many Thanks to our Lunch Sponsor!

   Your Logo/Link Could Be Here!

Visit the Sponsor Page of the website for details   
Last minute cancellations:  If you find you cannot attend, an e-mail to info@PGRTAZ.org gives us an idea of how many extra seats we may have for those arriving "at the door".

Attending At the Door?  Here's more information.......

Arizona Charitable Gift Planners

www.azgiftplanners.org

admin@azgiftplanners.org

  602.840.2900 X1




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