Log in

Formerly known as Planned Giving Round Table of Arizona


Log in

March 19, 2019 Lunch Presentation

  • 19 Mar 2019
  • 11:15 AM - 1:30 PM
  • Phoenix Country Club: 2901 N 7th Street Phoenix AZ


  • Registrations received after timely RSVP deadline of noon the Thursday prior to the event

Registration is closed

“Investment Themes and

Issues for Endowment Funds”


 Harry Papp, CFA

 Managing Partner & Portfolio Manager 

 L. Roy Papp & Associates, LLP


It is hard enough for non-profits to raise endowment funds.  Managing those funds appropriately and meeting donors’ expectations can also be difficult.

This presentation will talk about key decisions and judgments that not-for-profits need to make regarding the investment of endowment funds and timely current issues that some not-for-profits are dealing with relative to the investment of these assets.

We will discuss various structures for staff and volunteer guidance on these investments.

We will also discuss investment policy statements, asset allocation decisions as well as a variety of asset types that various not-for-profits utilize to invest endowment funds.


 This program is pre-approved for 1pt CFRE CE credit.


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

Powered by Wild Apricot Membership Software