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October 21, 2014 Lunch Presentation

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

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.......

Email Us

Info@PGRTAZ.org

Call  Us

602.840.2900



Address

PO Box 4130  Scottsdale, AZ 85261

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