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Formerly known as Planned Giving Round Table of Arizona


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October 17, 2017 Lunch Presentation

  • 17 Oct 2017
  • 11:15 AM - 1:30 PM
  • Phoenix Country Club: 2901 N 7th Street Phoenix AZ


  • This option is available for those attending our monthly educational meetings for the first time. Obtain a registration registration code by emailing or calling 602-840-2900
  • Current PGRTAZ Members-adding a guest to member registration is noted at the first time guest fee; if your guest is not a first time guest, please register them as a stand alone guest at the repeat guest registration level/fee.
  • Registrations received after timely RSVP deadline of noon the Thursday prior to the event

Registration is closed

"The Rights of Charities Within the Estate/Will"

  Helene S. Fenlon
  Helene S. Fenlon, PLC

The presentation will provide an overview of the statutory rights of charities in Trusts and Wills in Arizona. Particular emphasis will be on the charity’s right to information from the personal representative or trustee when named as a devisee or beneficiary. An example request for information will be provided as part of the presentation materials. We will discuss enforcement of a charity’s rights, timing considerations and strategies for maximizing efficient use of legal representation.  Finally, we will discuss marketing opportunities for estate planners and charities arising from the information provided.


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:  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 or call 602-840-2900 for the first time guest registration code.

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

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