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Formerly known as Planned Giving Round Table of Arizona


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Lone Star Council - Donor Case Studies Roundtables

  • 21 Sep 2021
  • 11:30 AM - 1:00 PM (CDT)
  • ACH Child and Family Services, Forth Worth, TX

Lone Star Chapter Charitable Gift Planners

Donor Case Studies from Financial Advisor and Client Perspectives


Tuesday, September 21, 2021 from 11:30 AM to 1:00 PM CDT

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ACH Child and Family Services

3712 Wichita Street
Fort Worth, TX 76119

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During this hands-on program, attendees will break into roundtable groups for peer-to-peer discussion of major gift case studies from the perspectives of both the financial advisor and the client. What can go right, what can go wrong, and what steps can you to take in planning ahead for the best outcomes? 

Subscription option available for our 2021-2022 program series. Pay once and you're preregistered for all six educational programs (and you can send someone in your place if you're unable to attend a meeting.)


Learn more about our meeting on September 21st and, if you have not already done so, REGISTER NOW!

Arizona Charitable Gift Planners

  602.840.2900 X1

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