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 15, 2008	Lunch & Learn: Marketing Planned Gifts Jeremy Stelter
Feb 19, 2008	Breakfast Adv Topic: the Philantrhopy Index Carla Roberts
Mar 18, 2008	Lunch & Learn: Endowment & The Board/The Chicken & Egg Syndrome Barbara R. Levy, ACFRE
April 15, 2008	Breakfast Adv Topic: Sophisticated Estate Planning StrategiesUsing Charitable Gift Planning: A Case Study Presentation Stanley Weithorn
Wed. May 21, 2008	* DIFFERENT MTG DATE & TIME * * Virtual Seminar * Registration/9:30AM, Program/10AM Realistic Expectations for Planned Giving Success Robert F. Sharpe, Jr.
June 5, 2008	Summer Forum, Orange Tree Invest in Your Future - Enhance Your Gift Planning Skills
Aug 19, 2008	Breakfast Adv Topic The Charitable Lead Annuity Trust: An Old Dog With Some New Tricks John C. Vryhof
Sept 16, 2008	Lunch & Learn: Gift Annuities Kathy Kramer
Oct 21, 2008	Breakfast Adv Topic:Evaluating a Planned Giving Program; Infrastructure, Personnel & Marketing Kathryn Miree
Nov 18, 2008	Lunch & Learn:Probate Primer: A Checklist for Success Marlene Appel, JD
Dec 16, 2008	Breakfast Adv Topic: conomic Update: How did we get in this mess and what should we expect going forward? Dean Martin, Office of Arizona State Treasurer,

May-Dec 08 meetings will be held at:
Orange Tree Golf Resort
10601 N 56th Street, Scottsdale, AZ 85254
480.948.6100 North of 56th Street and Shea Blvd

Reservations for the meeting must be received by 5pm 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.