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Formerly known as Planned Giving Round Table of Arizona


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November 20, 2018 Lunch Presentation

  • 20 Nov 2018
  • 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

"Tax Free" Roth Conversion?  Combining Tax Deductions with a Taxable Event

  President Emeritus/Planned Giving 
  Yellowstone Boys and Girls Ranch 

If when working with donors the gift planning officer thinks only of the various planned giving tools in the planned giving tool kit, many planned giving opportunities may be overlooked.  This session places emphasis on the development officer thinking like a financial planner who recognizes gift plans as possible solutions to the donor’s greater financial/estate planning challenges.

Topics to be covered will include creative uses of Life Estates and Charitable Remainder and Lead Trusts in actual case history settings.


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

11:25am Lunch

12:00pm:  Presentation

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 $36.00 is being offered.  Please email or call 602-840-2900 for the first time guest registration code.


Many Thanks to our Lunch 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 Charitable Gift Planners

  602.840.2900 X1

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