Formerly known as Planned Giving Round Table of Arizona
Our panel of professionals will provide insight into building critical relationships that serve clients and donors as they make a difference in the world and gain the benefit of a solid financial plan. We are not working against each other; when the client and donor gains, so does the advisor, the non-profit, and the community. Hear these professionals share the ways they build and deepen these relationships for the benefit of all.
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!
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Visit the Sponsor Page of the website for details
Arizona Charitable Gift Planners