November Monthly Program: "Family Charitable Giving Boards - A Structured Way to Involve Family Members in Philanthropy" "

When
15 Nov 2022
11:15 AM - 1:30 PM
Location
In Person Luncheon with the Ability to Join Online: Valley of the Sun United Way - 3200 E Camelback Rd Ste 375 Phoenix AZ 85018
Registered
41 registrants

Registration

In Person First Time Guest – $45.00
In Person Member with PrePaid Meetings
In Person PGRTAZ Member – $45.00
In Person Returning Guest – $65.00
Online First Time and Returning Guest – $25.00
Online Member – $25.00
Online Member with Pre Paid Meetings

Registration is closed

"Family Charitable Giving Boards - A Structured Way to Involve Family Members in Philanthropy"

Larry Lytle, CFP®, CAP®, CEPA

Senior VP - Financial Advisor

Senior Portfolio Manager

RBC Wealth Management

A lot of charitable giving by families are ad hoc and unstructured. As families grow across the generations, creating a family giving board can be a tool to help unite the succeeding generations. This session will discuss a few design strategies for how to frame, develop, and implement family giving boards.

Program pre-approved for one (1) PT CE credit

Huge THANK YOU to this Program's Partner!

Arizona Charitable Gift Planners

www.azgiftplanners.org

admin@azgiftplanners.org

602.840.2900 X1

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