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 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,

Unless otherwise announced, all meetings are held at the Phoenix Country Club.

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 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.

   

This web site initially made possible in part by a grant from
Bank of America Foundation

© Planned Giving Round Table of Arizona 2007-2008