Planned Giving Round Table of Arizona

The Planned Giving Round Table meets the third Tuesday of every month except for June and July. Meetings alternate between lunch and breakfast.

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

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

Lunch Meetings

Advanced or Marketing program

Basic program

Breakfast
Reservation Form

Lunch
Reservation Form

Breakfast Agenda

Registration	7:30 AM
PGRT Business:	7:45 AM
Program:	8:00 AM
Conclude:	9:15 AM

Lunch Agenda

Registration	11:15 AM
PGRT Business:	11:30 AM
Program:	11:45 AM
Conclude:	1:15 PM

Breakfast meetings are in February, April, August, October and December.

Lunch meetings are in January, March, May, September and November.

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.