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Formerly known as Planned Giving Round Table of Arizona

                                           

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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

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

March 18, 2014-Breakfast Program and Committee Sessions

  • 18 Mar 2014
  • 7:30 AM - 9:45 AM
  • Phoenix Country Club
  • 33 registrants

Registration

  • Registrations received after timely RSVP deadline of noon the Thursday prior to the event
Registration is closed
Topic: 
"Planning With Digital Assets"
 Speaker:
  Robert P. Goodman
 Wealth Strategist
 U.S. Trust, Bank of America
 Private Wealth Management
 
Program Description: 

In the digital age, conversations with our clients and donors about their planned gifts can venture into topics that gift planners didn’t have to consider a generation ago.  This presentation will cover modern planning issues that our clients and donors are facing in 2014 and can give us a different way to engage in gift planning and legacy conversations.

7:15am Registration

Committee shirt sleeves sessions

and breakfast until 8:05am

8:10am:  Program Presenter commences

9:10am:  Presenter concludes

Dialogue with presenters and complete Shirt Sleeves

Session until 9:30am

9:30am:  Adjourn
 Many Thanks to our Breakfast Series Sponsor!
                                
Last minute cancellations:  If you find you cannot attend, an e-mail to info@PGRTAZ.org 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

www.azgiftplanners.org

admin@azgiftplanners.org

  602.840.2900 X1




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