Log in

Formerly known as Planned Giving Round Table of Arizona


Log in

March 17, 2015 Lunch Presentation

  • 17 Mar 2015
  • 11:15 AM - 1:30 PM
  • Phoenix Country Club: 2901 N 7th Street Phoenix AZ


  • Registrations received after timely RSVP deadline of noon the Thursday prior to the event

Registration is closed


"Collaborative Partnerships with  Mutual Benefits:  Charitable Advisors & Non Profit Planned Giving"

Panel Discussion:

Susan Shattuck,
Gift Planning Officer,
Desert Botanical Garden

Denise McClain,
Estate and Financial Planning,  Abbot Downing
Gail Bradley,
VP,   Wealth Strategies Group, The Northern Trust Company
Deborah Miller,
Estate Planning Attorney,
Deborah W. Miller, PLLC

Victoria C. Harris, CPA, Hunter Hagan & Company, LTD

Program Description:

Why and how should nonprofit planned giving programs engage the professional community?  What might professional advisors seek from these relationships?  And how can we forge creative partnerships that mutually explore passions and values, educate donors about charitable giving options plus tax benefits, and promote greater philanthropy to benefit our community?

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

11:30am Lunch

12:00pm:  Presentation

1:00pm:  Presenter concludes


Many Thanks to our Lunch Sponsor!

   Your Logo/Link Could Be Here!

Visit the Sponsor Page of the website for details   

Last minute cancellations:  If you find you cannot attend, an e-mail to 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

  602.840.2900 X1

Powered by Wild Apricot Membership Software