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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

Core Values:  Integrity, Generosity, Innovation, Collaboration, Engagement, Community

Russell James Series: "CRTs: Special Trust Types"

  • 03 Mar 2021
  • 9:00 AM - 10:00 AM
  • Virtual Platform
  • 29 registrants

Registration

Registration is closed


A Session within the Russell James'

Charitable Planning Training Series  

"CRTs:  Special Trust Types"

A discussion lead by:


 

  Kimberly C. Kur, JD, CAP(R)

  Senior Vice President,

  Planned Giving & Advancement

  Arizona Community Foundation


Kimberly will lead an interactive discussion on the practical use of various types of Charitable Remainder Trusts. Participants will be invited to view Dr. Russell James’ slide deck prior to the session and to engage with questions and/or real life experiences with CRTs themselves.

Be sure to view Russell James' Session #53 of his Charitable Planning Training Series in preparation for formulated discussion during the program.

https://www.youtube.com/watch?v=RqV1z6ct_NY&list=PLXlw33tLHLH_ROHvdFp-QJ34rQfpXyV8d&index=53&t=29s

There will be a final session on:

April 29, 2021


     Program pre-approved for 1PT CFRE(R) CE Credit



Huge THANK YOU to our Program Partner!


Arizona Charitable Gift Planners

www.azgiftplanners.org

admin@azgiftplanners.org

  602.840.2900 X1




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