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January 15, 2019 Field Trip/Lunch Presentation

  • 15 Jan 2019
  • 11:15 AM - 1:30 PM
  • Desert Botanical Garden: 1201 N Galvin Pkwy, Phoenix, AZ 85008

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

Register

"How to Run a Successful Planned Giving Program"


Annual Field Trip



Matt Connell, CFP(R)

Senior Vice President

Wealth Advisor

This presentation will cover tips and tools to help organizations:

  • Establish a Legacy Society
  • Start a Planned Giving Committee
  • Board Support
  • Dedicated Budget
  • Recent Successes
  • Best Practices        

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 info@pgrtaz.org or call 602-840-2900 for the first time guest registration code.
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Many Thanks to our Lunch Partner!


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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.......


Email Us

Info@PGRTAZ.org

Call  Us

602.840.2900



Address

PO Box 4130  Scottsdale, AZ 85261

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