FOR IMMEDIATE RELEASE:
Volunteerism supports Arizona Educational Forum on Transferring Wealth to Heirs
Phoenix, Arizona – Jun 5, 2012 -
Business owners and financially successful citizens hoping to use their assets to support their future family generations and/or their favorite charitable causes need to assess gifting options and tax opportunities very soon.
From Success to Significance, the 18th annual Summer Forum, offers professional advisors, non-profit staff, board members and philanthropists three distinct educational tracks focused strategic financial and estate planning techniques that maximize tax rules and credits now scheduled to expire on December 31, 2012.
"As a fundraiser for a private school, donations are critical. They bridge the gap between tuition and fees, and the actual cost of providing excellent bi-lingual education with opportunities for cultural and STEM (science, technology, engineering and math) programs. Community based donations can build facilities, or allow us the financial freedom to partner with innovative programs already accessible through other local non-profit resources. Donations help keep a private school education a possible dream, through scholarships, for bright and talented students who want to graduate fluent in several languages.
Many of our donors are unaware of the critical time element for gift tax rules this year. I am supporting the PGRTAZ and this Summer Forum, because it supports me in getting the word out, timely and well, to our interested professional advisors, board members, and key donors.” Jacqueline Palmenberg, Director of Development, International School of Phoenix.
The 18th Annual Summer Forum will be held on June 13th, 2012, in Phoenix Arizona, at the Phoenix Country Club.
The three educational tracks include a series for newer planners or those interested in understanding the basics of gifting and taxation, a series for board members and donors who want to explore innovative ways to maximize their impact, and a series for seasoned planners wanting to stretch their knowledge or tackle specific issues.
Further details can be found by visiting their website, or calling the contact information below. Registration flyers are available for distribution to professional associations for their membership upon request. Registration is open now.
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About PGRTAZ:
The Planned Giving Round Table of Arizona (PGRTAZ) is an Arizona 501(c)(3) organization committed to developing an interdisciplinary network of knowledgeable estate, tax, legal, financial and fund raising professionals in Arizona. For more information, visit our website: www.PGRTAZ.org In Arizona, we are the proud home of Leave a Legacy™ , and through our education and outreach efforts, our organization is impacting the quality of life in our community. Our legacy leaves a better future for our children through increased funding for our vital social sector agencies and their programs.
Contact:
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Melissa Kemp
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Russell Goldstein
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Administrative Office
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Chair: Marketing and Outreach
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Melissa@PremiumOrganization.com
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russell.goldstein@ustrust.com
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602-840-2900
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602-523-2924
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PO Box 4130, Scottsdale, AZ 85261
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Phoenix, AZ
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