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January 21, 2020 Lunch Presentation

  • 21 Jan 2020
  • 11:15 AM - 1:00 PM
  • Ability 360, 5025 East Washington Street, Phoenix AZ 85034


  • 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

"Storytelling and Gift Planning: 

A Recipe for Success"


  Lynn Malzone Ierardi, JD

  Board Chair

  National Association of Charitable    Gift Planners (CGP)

There will always be new trends and challenges in planned giving and philanthropy. Trends such as changing demographics, blended gifts and blended responsibilities, increasing use of DAFs, metrics, and technology advances - all continue to change the environment and influence how we operate. Perhaps one of our biggest current challenges is the Tax Cuts and Jobs Act of 2017. One surefire way to successfully navigate trends and challenges is to share your planned giving stories. But what makes a good story? In this interactive session based on Lynn’s recently published book, Storytelling: The Secret Sauce of Fundraising Success, you’ll hear about storytelling recipes that can help you to live happily ever after!


Please note:  Members  who cannot 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 $40.00 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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