2009-2010 Officers
 
Carrie Kinnear
President
Nancy Gerald
Vice President
David McConachie
Treasurer
Jeannette Arthur
Secretary
 
TBD
Membership
Carrie Kinnear
Leave a Legacy Representative
Barbara Worth
Legislative Affairs
Mark Zener
Kelley Tetzlaff
Tim Gartland
Sponsorships
Tim Gartland
Member at-Large
Alan Knobloch
Member at-Large
   
Nancy Gerald
Summer Forum
 
F. Harlan Loffman
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.

Bylaws for Planned Giving Round Table of Arizona are available here.

The Planned Giving Round Table of Arizona is a member of thePartners for Philanthropic Planning (PPP), and subscribes to its Model Standards of Practice. For information on the NCPG, go to www.PPPNET.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