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Formerly known as Planned Giving Round Table of Arizona

                                           

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April 17, 2018 Lunch Presentation

  • 17 Apr 2018
  • 11:15 AM - 1:30 PM
  • Phoenix Country Club: 2901 N 7th Street Phoenix AZ

Registration

  • This option is available for those attending our monthly educational meetings for the first time. Obtain a registration registration code by emailing info@pgrtaz.org or calling 602-840-2900
  • Registrations received after timely RSVP deadline of noon the Thursday prior to the event

Registration is closed


"Donor Advised Funds:  
They're More Attractive Than Ever"



Director, Private Wealth Service
Frost, PLLC                   
 
 

Recently enacted Tax Reform dramatically changed the taxation of individuals. One consequence of tax reform is Donor Advised Funds may become increasingly popular among middle class and upper income taxpayers. The program will address how donors might use Donor Advised Funds for their charitable giving and how charities might appropriately respond.

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Please note:  Members  who can not attend, now have the ability to send a substitute in their place at the member registration level.

11:15am Registration

11:25am Lunch

12:00pm:  Presentation

1:00pm:  Adjourn

We encourage members and non members who have attended before to invite a first time guest.  New this season, a reduced first time guest fee of $35.00 is being offered.  Please email info@pgrtaz.org or call 602-840-2900 for the first time guest registration code.
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Many Thanks to our Lunch Partner!


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Last minute cancellations:  If you find you cannot attend, an e-mail to info@PGRTAZ.org gives us an idea of how many extra seats we may have for those arriving "at the door".

Attending At the Door?  Here's more information.......


Arizona Charitable Gift Planners

www.azgiftplanners.org

admin@azgiftplanners.org

  602.840.2900 X1



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