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February 19, 2019 Lunch Presentation

  • 19 Feb 2019
  • 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

"The Gentrified Pooled Income

  Attorney at Law
  Asset Sentry, ALC

Life income funds existed prior to the Tax Reform Act of 1969, and were held entirely by and only marketed by charitable institutions.  The 1969 Act turned these unregulated funds into a statutory creature with definitive rules for qualification so the trust can deduct amounts held for charity and a participating donor can deduct amounts gifted to it.  The rules in the Internal Revenue Code and Regulations are not lengthy, but every sentence casts out another rule that must be carefully followed.


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.......

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PO Box 4130  Scottsdale, AZ 85261

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