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Formerly known as Planned Giving Round Table of Arizona


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March 15, 2016 Lunch Presentation

  • 15 Mar 2016
  • 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

"Arizona Charities and State Regulations"


Craig Wruk
Vice President for Advancement
Humboldt State University

Program Description:

You’re feeling good about working with your donors because you’re confident that your organization abides by all of Arizona’s rules and regulations for charitable organizations.  But what about that donor who lives just across the border in Nevada?  Or your gift annuitant from California?  And that snowbird from New York?  It turns out a there’s a warren of State requirements governing charitable solicitations, gift annuities, whether or not your charity can serve as trustee or own a life insurance policy … and these rules might apply even if you never leave the Grand Canyon State.  In this session we will review State requirements and discuss how to keep your donor – and your organization – out of hot water.

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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