2008 Officers
 
F. Harlan Loffman
President
Carrie Kinnear
Vice President
David McConachie
Treasurer
Nancy Gerald
Secretary
 
Tim Gartland
Membership
Bill Beamon
Leave a Legacy Representative
Barbara Worth
Legislative Affairs
Kelley Tetzlaff
Sponsorships
Larry Bleich
Member at-Large
Samuel Kelsall IV
Member at-Large
   
Carrie Kinnear
Summer Forum
 
Patty Park
Past President

The Planned Giving Round Table of Arizona is an association of individuals seeking to enhance their expertise in Charitable Planned Giving. Members
include:

  • Planned Giving Officers
  • Development Officers
  • Attorneys
  • Accountants
  • Trust Officers
  • Investment Representatives
  • Insurance Representatives
  • Financial Planners
  • Estate Planners

The Planned Giving Round Table of Arizona also oversees the Leave a Legacy
TM program in Arizona, a public relations effort to encourage planned giving
by people in the community.

The Planned Giving Round Table of Arizona is a member of the National
Committee on Planned Giving (NCPG), and subscribes to its Model Standards of
Practice. For information on the NCPG, go to www.NCPG.org.

   

This web site initially made possible in part by a grant from
Bank of America Foundation

© Planned Giving Round Table of Arizona 2007-2008