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Formerly known as Planned Giving Round Table of Arizona


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September Monthly Meeting: Phoenix Children's Hospital's Professional Advisory Summit

  • 12 Sep 2023
  • 7:30 AM - 11:30 AM
  • Arizona Country Club, 5668 E. Orange Blossom Lane, Phoenix Arizona


  • Please Email or call (480)409-8522 for registration code.

Registration is closed

AZCGP's September Program will be hosted by Phoenix Children's Hospital Foundation

AZCGP Members and Guest are invited to attend the PCH Professional Advisor Summit

This will be in lieu of AZCGP's regular September monthly program.

Please process your attendee registration here on the AZCGP Website Event Posting as Usual at our general registration price points.

Please Note: This program takes place a week earlier and at a alternate venue

Registration Will Close September 5, 2023

At the summit, you will:

  • Hear from Phoenix Children’s leadership about how philanthropy helps sustain the hospital’s mission.
  • Participate in educational sessions on tax optimization and wealth vehicles with Reynolds Cafferata, partner at Rodriguez, Horii, Choi & Cafferata LLP.
  • Network with like-minded professionals who share a commitment to Phoenix Children’s and our community.

Earn your continued education:

  • Understand the new landscape for determining the timing of making charitable donations after the Hoenscheid case.
  • Become familiar with legislative proposals for donor advised funds and other charitable giving and estate planning.
  • Learn planning options for clients who are scheduled to see their gift and estate exemptions reduced at the end of 2025.

Event eligible for 3 hours CFRE, CFP continuing education.

The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirements of specialists.

This activity may qualify for up to 3 hours toward your annual CLE requirement for the State Bar of Arizona, including 3 hours of advanced level training in the area of Estate and Trust Law.

The Arizona State Board of Accountancy does not pre-approve CPE providers. This activity may qualify for up to 3 hours toward your CPE.

Certificates of attendance will be provided.

Arizona Charitable Gift Planners

  602.840.2900 X1

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