Formerly known as Planned Giving Round Table of Arizona
"Which Giving Vehicle Is Right For You?"
"What You Need to Know About Private Foundations, Donor-Advised Funds, and Supporting Organizations"
Partner, Estate, Trust & Wealth Preservation Practice Group
Quarles & Brady LLP
Jodi Patt Pellettiere
Partner, Tax Exempt Organizations Practice Group,
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
Please note: Members who can not attend, now have the ability to send a substitute in their place at the member registration level.
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
Arizona Charitable Gift Planners