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Formerly known as Planned Giving Round Table of Arizona


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September 19, 2017 Lunch Presentation

  • 19 Sep 2017
  • 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

"What's On Your Plate?"
Round Table Discussions

Table #1 

How to Start the Planned Giving Conversation with a Donor or Client

Table #2 

Developing Best Practices for Communications between Gift Officers and Professional Advisors

Table #3

Organizational Hurdles – What’s Helping Your Organization Thrive at Planned Giving?

Table #4 

How to Start a Planned Giving Program

When selecting an expert to present for our Planned Giving Round Table presentations, it is humbling to realize that the Round Table is full of experts.

For the September meeting, we are embracing the “Round Table” concept and asking our members to discuss their dilemmas and share their expertise with each other. 

  • What’s on your desk about which you could use another opinion? 
  • What best practices have you developed that you are willing to share? 
The September meeting is about members sharing their expertise and experiences with other members. 

Please join us!

Please note:  Members  who cannot 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:  Round Table Discussions

1:00pm:  Adjourn

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 $35.00 is being offered.  Please email or call 602-840-2900 for the first time guest registration code.

Arizona Charitable Gift Planners

  602.840.2900 X1

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