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Formerly known as Planned Giving Round Table of Arizona

                                           

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

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

Registration


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"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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