Log in

Formerly known as Planned Giving Round Table of Arizona


Log in

October 16, 2018 Lunch Presentation

  • 16 Oct 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

"Debunking 4 Common Myths:   
The Evolution of Planned Giving Marketing"

 Director of Business 
 Development, Western US

This presentation uses data from the 2017 Natural Marketing Institute’s Healthy Aging Database® study as well as studies from Dr. Russell James, the Philanthropy 100 and others to provide a new look at common misconceptions regarding planned giving.

We’ll take a sector-specific look at how mistaken beliefs regarding age, net worth, and the impact of planned giving on annual support may be causing your organization significant gift opportunity.

We’ll also provide some practical examples on how any organization can change their planned giving program from “luck to logic” by implementing some tried and true creative best practices. Applying these tips to print and digital marketing communications materials increases chances of resonating with donors of any age or capacity to give.

Learning Objectives:

LO #1 – Participants will gain an understanding of donor importance, prevalence of common estate planning documents and how to help donors get from intent to execution.

LO #2 – Participants will learn which form of planned gifts are of most interest to donors across an extensive demographic breakdown.

LO #3 – Participants will gain a better understanding of why a segmented and integrated communication strategy is critical to the success of any nonprofit organization.


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!

Your Logo/Link Could Be Here!

Contact the administrative office for details.

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