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Mission: 

Educate, motivate and empower our community to collectively promote and facilitate charitable gift planning

Vision: 

We envision an enriched community where leaving a legacy through charitable gift planning is the social norm

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24th Annual Arizona Planned Giving Conference

  • 30 May 2018
  • 7:30 AM - 5:00 PM
  • Desert Willows Conference Center: 4340 East Cotton Center Blvd. Phoenix, AZ 85040
  • 168 registrants

Registration

  • May 12th through May 23rd
  • May 3rd through May 8th
Registration is closed


Arizona’s Premier Education Event for Gift Planning Professionals

Ideal for all gift planners, allied professionals, and board members, the 24th Annual Arizona Planned Giving Conference has become the leading one-day gift planning conference in the Southwest!

The 2018 conference features two of the leading authorities in Planned Giving, plus breakout sessions featuring top local professionals.

  Dr. Russell James, J.D., Ph.D., CFP(R) 

  Professor, Dept. of Personal Financial Planning

  Texas Tech University

 

  Bryan Clontz,   CFP®, CLU, ChFC, CAP, AEP

  Founder and President

  Charitable Solutions, LLC
Access the Full Conference Page Here

Refund Policy: 

Full refunds will be available (less 5% for credit card payment registrations) through May 18, 2018

50% refunds will be offered from May 18, 2018 through May 24, 2018

No refunds or credits can be made for cancellations received on/after 5 pm, May 24, 2018 as our event logistics and equipment rentals will be in process, however, substitute attendees are encouraged!

Arizona Charitable Gift Planners

www.azgiftplanners.org

admin@azgiftplanners.org

  602.840.2900 X1


Core Values:  Integrity, Generosity, Innovation, Collaboration, Engagement, Community

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