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Breakfast Series: Advanced/Technical Planned Giving Track

  • 15 May 2012
  • 7:30 AM - 9:15 AM
  • Phoenix Country Club MEMBERS-please log into website FIRST to register for event

Registration

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

Registration is closed
Topic:  "Life Insurance Strategies to Support Charity"
 Speakers:

Edwin Knight, JD
Sr. Philanthropic Advisor
Arizona Community Foundation
 
 
Kenneth M Davis,
CPA, CFP, CLU, ChFC
Consultant
Broker's Alliance
 
Program Description:

Ed Knight and Ken Davis have teamed up to conduct a seminar on the uses of life insurance in planned giving. They will teach us how our donors can comfortably donate old unused life policies to charities and benefit from tax deductions. They will discuss how life insurance allows donors to give to the charity without disinheriting their children. They will discuss life insurance gifts from the perspective of the donor and the charity.

 Many Thanks to our Breakfast Series Sponsor!


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Info@PGRTAZ.org

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602.840.2900



Address

PO Box 4130  Scottsdale, AZ 85261

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