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Formerly known as Planned Giving Round Table of Arizona


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November 12, 2013 Breakfast Program and Committee Sessions

  • 12 Nov 2013
  • 7:15 AM - 9:30 AM
  • Phoenix Country Club


  • Registrations received after timely RSVP deadline of noon the Thursday prior to the event

Registration is closed
Note:  Second Tuesday
"What's In Your CRT? 
 Understanding the Charitable Remainder Trust"

  Mark Moritz
  Estate Planning Attorney

Program Description:

Remainder Trusts are among the most flexible of life income gift options available, and can help donors and clients meet a variety of financial goals for themselves and their families.  This presentation delivers fundamental information about remainder trusts will be a great resource for gift planners and allied professionals.  New to charitable gift planning?  You’ll be able to follow this progression well.  Been there, done that?  You might be surprised at the details you’ve forgotten, and glad to refresh yourself with the options that deliver flexibility.

7:15am Registration

Committee shirt sleeves sessions and breakfast until 8:05am

8:05am:  Program Presenter commences

9:10am:  Presenter concludes

Dialogue with presenters and complete Shirt Sleeves Session

9:30am:  Adjourn 9:45am

 Many Thanks to our Breakfast Series Sponsor!

Last minute cancellations:  If you find you cannot attend, an e-mail to gives us an idea of how many extra seats we may have for those arriving "at the door".

Attending At the Door?  Here's more information.......

Arizona Charitable Gift Planners

  602.840.2900 X1

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