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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

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Breakfast Series

  • 15 Jan 2013
  • 7:15 AM - 9:15 AM
  • Phoenix Country Club
  • 47 registrants

Registration

  • Registrations received after timely RSVP deadline of noon the Thursday prior to the event
Registration is closed
Topic:  Legacy Planning in Uncertain -and Certain- Times
 Speaker:
  Aviva Shiff Boedecker, JD
  The Sharpe Group,
  San Francisco
    
Program Description:

This session will explore the options and opportunities for incorporating personal values and community interests into estate and financial plans by using charitable gifting strategies that can help address personal, family, and tax concerns, as well as meet the donor/clients’ charitable objectives; and the advantages and drawbacks of each for the advisors and the charities.

Registration and Breakfast 7:30am; Program 8am; Adjourn 9am
 Many Thanks to our Breakfast Series Sponsor!

Arizona Charitable Gift Planners

www.azgiftplanners.org

admin@azgiftplanners.org

  602.840.2900 X1


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

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