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Formerly known as Planned Giving Round Table of Arizona


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January Monthly Meeting "Introducing Gift Planning Earlier in Donors’ Cycle of Philanthropy"

  • 16 Jan 2024
  • 11:15 AM - 1:00 PM
  • Ability 360 5031 Washington St, Phoenix, AZ 85034


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

"Introducing Gift Planning Earlier in Donors’

Cycle of Philanthropy"

Dave Smith, CAP ®

CEO & Founder  

Heaton Smith Group

The significant increase in wealth in the US has changed the way many donors think about their family and their philanthropy.  Dave will discuss the impact of donor behavior on those who are higher capacity donors – not wealthy, but higher capacity.  Importantly, the case for introducing gift planning to younger donors will be presented along with a brief case study that includes donors in their 50s and 60s.  Gift instruments utilized by donors in the case study include seven difference vehicles. 

Learning Objectives/Takeaways

·Understand why gift officers should introduce charitable gift planning to younger, high affinity/high capacity donors

·Best practice discovery questions for high affinity/higher capacity donors

·Expand the number of donors for charitable gift planning in your portfolio

·Increase the number of blended gifts to your organization

·Increase the number of noncash assets gifted to your 

Huge Thank You to this Programs Sponsor!

Arizona Charitbale Gift Planners

  602.840.2900 X1

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