Membership and Collaborator News

Record Attendance Predicted for Timely Arizona Educational Forum on Expiring Gift Tax Benefits

Phoenix, Arizona – May 29, 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 18^th 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.

"I am continuously working with my clients to ensure that they are active participants in the journey of their art collections. These clients share my belief that they are not the owners of the art; rather, they are custodians who will leave the paintings and sculptures for another generation to be enlightened, inspired, calmed, sometimes even shocked, and always enriched by the art. Through astute gift and estate planning with a seasoned team of professionals working together, collectors can realize their philanthropic goals in a manner that also provides for their families.  The Planned Giving Round Table of Arizona brings together a wealth of professionals to share and explore the ideas and services that we can offer to our clients.  As a strong supporter of the arts, I am honored to sponsor the 2012 Planned Giving Round Table of Arizona."  Allison Gee, Accredited Senior Appraiser in Fine Arts.

The 18^th Annual Summer Forum will be held on June 13^th, 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.

_______________________

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:

###