April/May 2012:  President's Message

If you haven't yet noticed the flurry of activity directed to producing another exceptional Summer Forum, we aren't doing our job well.  Our members, all members, should consider bringing everyone possible in their offices and circles of influence to this event, and when you get there, be sure to thank Summer Forum Chair John House for bringing this committee together for you.
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Summer Forum Registration OPEN:  REGISTER NOW
Registration is open, and early bird rates are good through May 25th, so don't delay.  We are already ahead of last season's registration pace, and if you were contemplating purchasing a breakout session sponsorship, there are only THREE remaining.  Act Fast, and contact Kimberly Kur for more information, or click here to snag yours now
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PGRTAZ Member Pricing
Remember, the best pricing is reserved for our members, so if you've let yours lapse, or you've been waiting to join, now is the time, and this is the year!  Contact our office, or Diana Miladin for more information about membership.
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Event Day Volunteers
Congratulations Jackie Palmenberg for filling our event day staff.! In addition to some very special recognition for our volunteers at the Forum, and VIP seating at our plenary sessions, they will also get to participate in an extra prize drawing.  Many Thanks!
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Event Day Visibility Option
Want to showcase your non-profit or get some extra PR for your firm?  Contact Pamela Wanser to add your offering to our end of day Raffle Prize PoolTHANK YOU Robert Roth and Phoenix Country Club for already throwing in a gift package of two fine bottles of wine!  Even more amazing, the Phoenix Country Club is fully on board with our efforts to make this conference as sustainable as possible, and help everyone we touch with it learn by example ways we can become ever better stewards of our resources...including precious financial donations to our charitable causes, our tremendous human resources, and our scarce natural resources.
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Summer Forum Sponsors ROCK!
Our amazing sponsors are about to get every bit of visibility and sincere recognition we can produce for them...please thank these people when you see them over the next few months for supporting this program, and certainly be sure to greet them personally and warmly on June 13th. Better yet, if you need an appraisal, an accountant, legal advice, wealth management advice, or have a chance to direct some funding to a worthy cause, start with our list of sponsors!
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All of our Sponsors ROCK!
For all of the gratitude and excitement surrounding the Summer Forum, it is our annual breakfast and lunch meeting sponsors who drive excellent programming the rest of the year. Thank you Mutual of Omaha Bank and Bank of Arizona, The Private Bank, for your continuous support, day in and day out!
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Cool New Idea:  Community Lounge
For all of those attendees who mix it up one to one with our sponsors in our Community Lounge, a monster Apple IPAD could be in your future by the end of the day.
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Getting the Word Out
Finally, kudos to our marketing collaborators for helping us get the word out far and wide in our community...please see the list and their logos below to track their activities. If you represent an organization wanting to be a marketing collaborator with PGRTAZ, or would like to invite our Marketing and Outreach chair to your organization to help promote this event with your members in May, contact Russell Goldstein.
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Let's bring our entire financial and estate planning and fundraising communities together throughout this year to serve our families, our business partners and employees, our clients and our donors well....don't let these wealth transfer opportunities pass without having the right conversations at the right time with the right information in your world!

See you soon,

Kathy X. Kramer
President and CEO,
St. Joseph's Hospital and Barrows' Neurological Foundations


Upcoming PGRTAZ events

13 Jun 2012 7:15 AM • Phoenix Country Club: 7th St and Thomas Rd MEMBERS-please log into website FIRST to register for event
21 Aug 2012 11:15 AM • Phoenix Country Club
21 Aug 2012 1:30 PM • Phoenix Country Club
18 Sep 2012 7:30 AM • Phoenix Country Club
18 Sep 2012 9:30 AM • Phoenix Country Club

About our Marketing Collaborators

ACT NOW!  Our Legislators need to hear from you!

 

2011/12 Professional Education Series

 

Contact Carrie Kinnear for more information:  czkinnear@cox.net

Upcoming Events

 

Generation Next

 

End Of Season May Meeting Fast Approaching

 
   
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The Planned Giving Round Table of Arizona (PGRTAZ) is an Arizona 501(c)(3) organization  committed to developing an interdisciplinary network of knowledgeable estate, tax, legal, financial and fund raising professionals in Arizona.


Our organization is impacting the quality of life in our community and our legacy leaves a better future for our children through increased funding for our vital social sector and their programs.  What impact are you making?

 

 
 

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