The Planned Giving Round Table of Arizona
(PGRTAZ) is a local non profit organization,
committed to developing an interdisciplinary
network of knowledgeable estate, tax, and
fund raising professionals in Arizona.
The collective work of the professionals in our
network powerfully impacts our state by promoting philanthropy through major gifts and planned gifts.
We believe the impact of the legislation passed
on Dec 17,2010 will be immense, and the planning opportunities for strategic gifting (charitable and
non-charitable) have never been greater.
The Importance of Family Business & Philanthropy
Presenter: Jim Hutcheson | ReGeneration Partners
The Psychology of Giving
Presenter: Dr. Michael Cofield | Mindability
Advance Planning with Corporate Philanthropy
Presenter: Gerald Treacy Jr. Esq. | Treacy Law Group
Innovative Fundraising Techniques
Presenter: Chris Ostrowski | Charitable Concepts LLC
Increasing Charitable Impact with Complex Asset Donations
Presenter: Karla Valas, JD | Fidelity Charitable Services
Real Estate Gifts that Won't Frighten your Board
Presenter: Rebecca Bibleheimer, JD |
US Bank Charitable Services
The U.S. & Arizona Economics Through 2012
Presenter: Dr. Stephen Happel | ASU, WP Carey School of Business
Update on Estate & Gift Tax Law
Presenter: Wesley Scott, JD | Internal Revenue Service
Donor Directed Development
Presenter: Brian Bateman | University of Arizona, School of Medicine
Providing Services, Making Opportunities:
New Ways to Engage Members, Donors, Volunteers and Staff in Planned Giving.Presenter: Susan Shattuck
Desert Botanical Garden
Poll Everywhere: One Word Description
