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Formerly known as Planned Giving Round Table of Arizona


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February 18, 2020 Lunch Presentation

  • 18 Feb 2020
  • 11:15 AM - 1:00 PM
  • Sheraton Crescent Hotel, 2620 West Dunlap Avenue, Phoenix AZ 85021


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

Registration is closed

"Legal Ethics Considerations

in Estate Planning"



  Lynda C. Shely


  The Shely Firm, PC

This program will cover frequent legal ethics considerations for lawyers (and people who work with lawyers) relevant to planned giving situations including:

  • When must a lawyer disclose an affiliation with a nonprofit
  • Conflicts of Interest waivers that must be in writing
  • Why drafting a trust and serving as trustee may be a conflict
  • Ethical duties owed to beneficiaries
  • Most common malpractice claims in estate planning

This program is pre-approved for 1 PT CFRE CE Credit


Please note:  Members  who cannot 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 $40.00 is being offered.  Please email or call 602-840-2900 for the first time guest registration code.


Many Thanks to our Lunch Partner!


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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