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Formerly known as Planned Giving Round Table of Arizona


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October 20, 2015 Lunch Presentation

  • 20 Oct 2015
  • 11:15 AM - 1:30 PM
  • Phoenix Country Club: 2901 N 7th Street Phoenix AZ


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

Registration is closed

"Which Giving Vehicle Is Right For You?" 

"What You Need to Know About Private Foundations, Donor-Advised Funds, and Supporting Organizations"

Matthew Dana

Partner, Estate, Trust & Wealth Preservation Practice Group

Quarles & Brady LLP

Featured Speaker:

Jodi Patt Pellettiere

Partner, Tax Exempt Organizations Practice Group,

Quarles & Brady LLP

Program Description:

Jodi Patt Pellettiere and Matt Dana,

provide an overview of private foundations,

public charities, provides donor advised funds,

and supporting organizations, including the

advantages and disadvantages of creating

each as a giving vehicle for donors. Both tax

consequences and practical considerations

be addressed.

Please note:  Members  who can not attend, now have the ability to send a substitute in their place at the member registration level.

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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