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Formerly known as Planned Giving Round Table of Arizona


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April 19, 2016 Lunch Presentation

  • 19 Apr 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
"The Benefits of Fostering Charitable Advisory Relationships"




  Marissa Theisen,
  M.B.A., M.R.P. 
  Principal Consultant
  Win Win Creations


Jan Miller
 Gift Officer
 Honor Health
  Michael Colbert,
  Financial Advisor
   Ron Wilson
 Morris Hall, PLLC

Program Description:

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.

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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