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Formerly known as Planned Giving Round Table of Arizona

                                           

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Mission: Educate, motivate and empower our community to collectively promote and facilitate charitable gift planning

Vision: We envision an enriched community where leaving a legacy through charitable gift planning is the social norm

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
  • 37 registrants

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!

Arizona Charitable Gift Planners

www.azgiftplanners.org

admin@azgiftplanners.org

  602.840.2900 X1




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