"What's On Your Plate?"
Round Table Discussions
How to Start the Planned Giving Conversation with a Donor or Client
Developing Best Practices for Communications between Gift Officers and Professional Advisors
Organizational Hurdles – What’s Helping Your Organization Thrive at Planned Giving?
How to Start a Planned Giving Program
When selecting an expert to present for our Planned Giving Round Table presentations, it is humbling to realize that the Round Table is full of experts.
For the September meeting, we are embracing the “Round Table” concept and asking our members to discuss their dilemmas and share their expertise with each other.
Please note: Members who cannot attend, now have the ability to send a substitute in their place at the member registration level.
12:00pm: Round Table Discussions
PO Box 4130 Scottsdale, AZ 85261