The Planned Giving
Round Table meets the third Tuesday of every month except for June and
July. Meetings alternate between lunch and breakfast.
Current Meeting
Announcement
At the Door Policy
| Jan 19, 2010 |
Lunch & Learn: Planning & Executing Effective Write
a Will Workshops, using the Leave a Legacy - Arizona Materials.
Speaker:
Beth Salazar, Vice President of Development at Valley of the Sun
YMCA |
| Feb 16, 2010 |
Breakfast Adv Topic: Insuring Charitable Gift Annuities: When does
it Make Sense? Are there other alternatives available that will similarly
reduce risk for the charitable issuers?"
Speaker: Gerald & Sandra Simcox, from New York Life |
| Mar 16, 2010 |
Lunch & Learn: Importance of Endowment Building
Speaker: Arizona
Community Foundation |
| April 20, 2010 |
Breakfast Adv Topic: Gift of LLC Interests
Speaker: Stephanie C. Buckley, JD, LLM, Pepperdine Univ. |
| May 18, 2010 |
Lunch & Learn: Creating a Planned Giving Advisory Council… Should
you? You bet!!
Speaker: Jan Miller, Scottsdale Healthcare Foundation |
| June 3, 2010 |
Summer Forum: Focus on What Matters: The Path to Prosperous Gift Planning
Location: Phoenix Country Club |
| Aug 17, 2010 |
Breakfast Adv Topic: The State of the Estate
Speaker: Pamela Wheeler |
Sept 21, 2010
|
Lunch & Learn: Endowment Fundamentals and Ethics for Attorneys
Involved in Fundraising
Speaker: Steve Case, JD. |
| Oct 19, 2010 |
Breakfast Adv Topic: It Was the Best of Times...It Was the
Worst of Times
Speaker: Melissa Kemp, CFP, AEP |
| Nov 16, 2010 |
Lunch & Learn: Where There's No Will, There's Still a Way
Speaker: Mark Moritz, JD |
| Dec 21, 2010 |
Happy Holidays |
| Jan 18, 2011 |
Lunch & Learn: Topic Estates Gone Bad. Prevention and Response
Strategies
Speaker: Deborah Miller, JD and James Howard, JD |
| Feb 15, 2011 |
Breakfast Adv Topic: Topic TBD
Speaker: Tim Prosser |
| March 15, 2011 |
Lunch & Learn: Topic TBD
Speaker: ASU/Lodestar Center |
| April 19, 2011 |
Breakfast Adv Topic: CRTs of All Kinds
Speaker: Jeff Manley, JD |
| May 17, 2011 |
Lunch & Learn: TBD
|
| June 8, 2011 |
Summer Forum - Phoenix Country Club |
Past Meeting Topics
Until otherwise announced, all meetings are held at the
Phoenix Country Club.
Phoenix Country Club
2901 North 7th St, Phoenix, AZ 85014
602-636-9824
Reservations for the meeting must be received by NOON on the Thursday
prior to the meeting. To make a reservation use the appropriate reservation
form below.
Breakfast Meetings
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Lunch Meetings
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Advanced or Marketing program |
Basic program |
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Breakfast Agenda
| Registration |
7:30 AM |
| PGRT Business: |
7:45 AM |
| Program: |
8:00 AM |
| Conclude: |
9:15 AM |
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Lunch Agenda
| Registration |
11:15 AM |
| PGRT Business: |
11:30 AM |
| Program: |
11:45 AM |
| Conclude: |
1:15 PM |
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| Breakfast meetings are in February, April, August, October and
December. |
Lunch meetings are in January, March, May, September and
November. |
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Breakfast meetings feature in-depth presentations of advanced concepts
and timely topics frequently given by nationally recognized experts and
speakers.
Lunch meetings follow a "Planned Giving 101" format, with 10 topics presented
over a two year cycle. A person who attends all lunch meetings for two
years should receive a broad education in planned giving, with each session
proving useful knowledge and skills that can be put to immediate use.
In most cases, programs are expected to qualify for professional continuing
education credits. Speakers are required to supply a comprehensive outline;
attendance is kept on record, and in all sessions, questions and attendee
interaction with presenters is encouraged. However, the Planned Giving
Round Table of Arizona does not pre-certify its programs with professional
organizations that require advance approval for CE. |