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Formerly known as Planned Giving Round Table of Arizona


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November 18, 2014 Lunch Presentation

  • 18 Nov 2014
  • 11:15 AM - 1:30 PM
  • Phoenix Country Club


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

Registration is closed


"Tax Considerations at the End of 2014"



Christopher P. Siegle

Executive Director and Wealth Advisor

J.P. Morgan Private Bank


Program Description: 

Now for the second straight year, taxpayers, including donors, face challenging income tax rules and high rates.  With greater understanding of what can be done before the end of the year, advisors can help their clients avoid the “sticker shock” they experienced in April, 2014.  Chris Siegle will explain nation best practice ideas and review possible advantages philanthropic advisors.

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 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

  602.840.2900 X1

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