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Formerly known as Planned Giving Round Table of Arizona


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August 16, 2016 Lunch Presentation

  • 16 Aug 2016
  • 11:15 AM - 1:30 PM
  • Phoenix Country Club: 2901 N 7th Street Phoenix AZ


  • This option is available for those attending our monthly educational meetings for the first time. Obtain a registration code by emailing or calling 602-840-2900
  • If you wish to add a first time guest to your registration, there is a reduced first time guest fee of $25. If you wish to register a repeat guest, please register them separate of your registration under the "repeat non member" registration option.
  • Registrations received after timely RSVP deadline of noon the Thursday prior to the event

Registration is closed
"Planning for Family and Planning for Charity, and Perceived Conflicts"


        Jacky Ailing
Chief Philanthropy Officer
       Arizona Community

Grace Smith Kaus                   Director Scholarships and Education

         Arizona Community Foundation

Program Description:

This session will give an overview of the planning and strategies needed to ensure that families can best avoid some pitfalls and conflicts of interest related to their charitable giving now and in the future. Several case studies will be shared to outline some real-life approaches on developing and sustaining effective practices around this topic.

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

We encourage members and non members who have attended before to invite a first time guest.  New this season, a reduced first time guest fee of $25.00 is being offered.  Please email for the first time guest registration code.


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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