Our next Happy Hour is coming up! ?? Tuesday, March 25, 2024 ? 4:00 - 6:00 PM ?? OHSO Brewery 10810 N. Tatum Blvd, Phoenix All members, supporters, and guests of Arizona Charitable Gift Planners are welcome! Your first drink and appetizers are on us, thanks to our amazing Happy Hour sponsor @Possibility Wealth Advisors Raymond James???? ? Don’t forget to register so we can give you a warm welcome! Let’s connect, network, and celebrate together. See you there! https://lnkd.in/gbyxeGWZ #HappyHour #Networking #AZCharitableGiftPlanners
Arizona Charitable Gift Planners
非营利组织管理
Phoenix，AZ 799 位关注者
Planned Giving Round Table of Arizona is now Arizona Charitable Gift Planners!
关于我们
Planned Giving Round Table of Arizona (PGRTAZ) is now Arizona Charitable Gift Planners, a non-profit membership organization dedicated to making planned giving a social norm in Arizona. We offer monthly luncheon programs, social and networking events, and an annual conference where professional estate planners, financial advisors, CPAs, and fundraising professionals can learn about the many ways that estate and gift planning can empower donors and enrich the community.
- 网站
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https://pgrtaz.org/
Arizona Charitable Gift Planners的外部链接
- 所属行业
- 非营利组织管理
- 规模
- 2-10 人
- 总部
- Phoenix，AZ
- 类型
- 非营利机构
- 创立
- 1997
地点
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主要
获取路线
US，AZ，Phoenix，85251
Arizona Charitable Gift Planners员工
动态
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Join us next week and learn how to protect your clients’ legacy and how to create an estate plan that can withstand any challenge! ?? When: ?? March 18, 2025 ?? 11:15 AM - 1:00 PM (MST) ?? Guest Speaker: ???? Robert Sewell – Davis | Miles, Attorneys at Law ?? Don’t forget to register! Thank you to our sponsor Morris Hall, PLLC! https://lnkd.in/guaZJr96
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Have you registered for our March Monthly Meeting “Bullet Proof Estate Plan”? Learn how to protect your clients’ legacy and how to create an estate plan that can withstand any challenge! ?? When: ?? March 18, 2025 ?? 11:15 AM - 1:00 PM (MST) ?? Guest Speaker: ???? Robert Sewell – Davis | Miles, Attorneys at Law ?? Don’t miss out – secure your spot today! Thank you to our sponsor Morris Hall PLLC! https://lnkd.in/guaZJr96
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Spring is just around the corner and so is our next Happy Hour! ?? Tuesday, March 25, 2024 ? 4:00 - 6:00 PM ?? OHSO Brewery 10810 N. Tatum Blvd, Phoenix All members, supporters, and guests of Arizona Charitable Gift Planners are welcome! Your first drink and appetizers are on us, thanks to our amazing Happy Hour sponsor Raymond James Possibility Wealth Advisors ???? ? Don’t forget to register so we can give you a warm welcome! Let’s connect, network, and celebrate together. See you there! https://lnkd.in/gbyxeGWZ #HappyHour #Networking #AZCharitableGiftPlanners
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Scenes ?? from this week’s “Cappy” hour ( aka happy hour??). This month’s event was specifically intended for those interested in obtaining their CAP (Charitable Advisor in Philanthropy) designation -hence the name! Thanks again to our sponsor Phoenix Children's Foundation !?? Interested in joining us for our next event? Head over to our website! https://lnkd.in/gv4iXFfs
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March Monthly Meeting: “Bullet Proof Estate Plan” ?? Protect Your Clients’ Legacy – Learn How to Create an Estate Plan That Can Withstand Any Challenge! ?? When: ?? March 18, 2025 ?? 11:15 AM - 1:00 PM (MST) ?? Guest Speaker: ???? Robert Sewell Davis | Miles, Attorneys at Law ?? Description: Estate planning isn’t just about creating documents – it’s about crafting a plan that can stand up to judicial scrutiny if challenged by a disappointed heir. In this essential continuing education session, discover: ? Key factors courts consider in contested estate plans ? Strategies to fortify estate plans against disputes ? Surprising insights into the survivability of your plans ?? Don’t miss out – secure your spot today and make sure your clients’ estate plans are bulletproof! https://lnkd.in/guaZJr96
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Join us on Tuesday 2/25 from 4:00 pm - 6:00 pm Details below...
In partnership with Arizona Charitable Gift Planners, we are pleased to invite you to the Chartered Advisor in Philanthropy (CAP?) networking event on Tuesday, February 25. This event will focus on recognizing all CAPers, CAPers in training, and those interested in learning more about the Chartered Advisor in Philanthropy (CAP?) designation. Whether you’re already a CAP? holder, on your way to earning it, or just curious about how the CAP? can enhance your career, this networking event is the perfect opportunity to connect with like-minded professionals and explore the benefits of this prestigious designation. To learn more about the event and to register, please visit GiveToPCH.org/events/CAP. Space is limited.
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Don’t forget to register for our next Happy Hour Vintage XIV: Phoenix Wine Bar & Sports Lounge Please note the change of location?? ?? 10625 N Tatum Blvd Suite 150, Phoenix https://lnkd.in/gupSykzK Thank you to our sponsor Phoenix Children's Foundation!
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