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Formerly known as Planned Giving Round Table of Arizona


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March 18, 2014-Breakfast Program and Committee Sessions

  • 18 Mar 2014
  • 7:30 AM - 9:45 AM
  • Phoenix Country Club


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

Registration is closed
"Planning With Digital Assets"
  Robert P. Goodman
 Wealth Strategist
 U.S. Trust, Bank of America
 Private Wealth Management

Program Description: 

In the digital age, conversations with our clients and donors about their planned gifts can venture into topics that gift planners didn’t have to consider a generation ago.  This presentation will cover modern planning issues that our clients and donors are facing in 2014 and can give us a different way to engage in gift planning and legacy conversations.

7:15am Registration

Committee shirt sleeves sessions

and breakfast until 8:05am

8:10am:  Program Presenter commences

9:10am:  Presenter concludes

Dialogue with presenters and complete Shirt Sleeves

Session until 9:30am

9:30am:  Adjourn

 Many Thanks to our Breakfast Series Sponsor!

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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