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Formerly known as Planned Giving Round Table of Arizona


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October 18, 2016 Lunch Presentation

  • 18 Oct 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 registration code by emailing or calling 602-840-2900
  • Registrations received after timely RSVP deadline of noon the Thursday prior to the event

Registration is closed

"Planned Giving Tools, Prospects for Each, and Who Should be at the Table"


Tiffany House, CAP(R)
  Financial Advisor
  MasterTech Financial

Program Description:

This presentation will discuss a variety of charitable planning tools and who are the ideal candidates for each tool.  You will learn to listen for indicators when speaking with your client/donor/investor that will help you suggest ideas and be able to recognize which other professionals should be involved in the conversation. 

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 or call 602-840-2900 for the first time guest registration code.


Many Thanks to our Program Partner!


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 Charitbale Gift Planners

  602.840.2900 X1

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