Welcome to the Planned Giving Round Table of Arizona!

We are an Association of estate and gift planning professionals dedicated to learning techniques, developing and expanding skills and networking with each other to help donors and clients accomplish their estate and charitable objectives through planned giving. We meet monthly, with the exception of July. Guests are welcome at all meetings.

Check out our meeting schedule.
AZ Grantmakers Forum - Smart Generosity on October 22, 2008

Some notable things have happened since my last message in May. First of all, we had another very successful Summer Forum in June. The overall evaluations that we received from our attendees were very good. We also received some nice suggestions for improvement. We always take these suggestions seriously as we begin to plan next year’s forum. Thanks once more to Carrie Kinnear and her hardworking committee for a job well done.

We are also in the midst of compiling the results of our membership survey. When we have received all of your responses and compiled the results, we will present our findings to you. We are hoping to get at least 60 responses which would equal about 50% of our membership. If you have not yet completed the survey, I urge you to do so.

Your Board has also agreed that PGRT will be a named partner with Arizona Grandmakers Forum at their 2nd Annual “Art of Giving” Luncheon. The luncheon will feature Renata J. Rafferty, a nationally respected consultant, columnist, and author on the “business of charity”. Being a partner does not involve any financial commitment on our part. We are tasked with inviting our membership and promoting the event at our meetings, website, etc. Partners receive recognition for their support on the event website, the invitation, and all event materials. This is a wonderful opportunity for us to support a kindred organization and get some visibility for PGRT as well. The luncheon is scheduled for Wednesday, October 22.

Finally, we have a great and meaningful program scheduled for our August 19 meeting. John Vryhof, from the law firm of Snell and Wilmer, will present on Charitable Remainder Annuity Trusts. John is one of the most respected estate planning attorneys in town. I have recently heard this presentation and have John’s outline. They are both excellent. Given the low interest rate environment we are in this “old dog” is getting some new life. Come and learn!

See you on the 19th!

Respectfully,
F. Harlan Loffman
2008 PGRTAZ President

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