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Formerly known as Planned Giving Round Table of Arizona

                                           

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September 18, 2018 Lunch Presentation

  • 18 Sep 2018
  • 11:15 AM - 1:30 PM
  • Phoenix Country Club: 2901 N 7th Street Phoenix AZ
  • 55 registrants

Registration

  • This option is available for those attending our monthly educational meetings for the first time. Obtain a registration registration code by emailing info@pgrtaz.org or calling 602-840-2900
  • Registrations received after timely RSVP deadline of noon the Thursday prior to the event
Registration is closed

"The Philanthropic Conversation:  Understanding Advisor Approaches and Client Expectations"

  
  Senior Institutional Sales Director
  Managing Director
  Senior Philanthropic Specialist



Join us on September 18th to hear Michael address:
  • Importance of the Philanthropic Conversation
  • Content of the Philanthropic Conversation
  • Motivations and hesitations to giving
  • Role of the Advisor in philanthropy
  • Advisors and Philanthropic Education
  • Business Benefits of the Philanthropic Conversation

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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.  First time guests can register at the member price point of $40.00.  Please email mailto:info@pgrtaz.org or call 602-840-2900 for the first time guest registration code.
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Last minute cancellations:  If you find you cannot attend, an e-mail to info@PGRTAZ.org 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

www.azgiftplanners.org

admin@azgiftplanners.org

  602.840.2900 X1



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