Welcome to the Planned Giving Round Table of Arizona!

We are an Association of estate and gift planning professionals dedicated to learning techniques, developing and expanding skills and networking with each other to help donors and clients accomplish their estate and charitable objectives through planned giving. We meet monthly, with the exception of July. Guests are welcome at all meetings.

Check out our next meeting and our meeting schedule.

Get in early as a 2010 Summer Forum Sponsor or check out other sponsor opportunities!

Happy New Year to PGRT members and friends. May 2010 be a year of prosperous rebuilding for you all. With that wish in mind, the next couple of PGRT meetings will focus on practical, hands on gift planning issues that will help you get 2010 off on the right foot.

In January, Beth Salazar, Vice President of Development for Valley of the Sun YMCA, will present at this month's luncheon meeting on using the Write a Will Workshop provided by Leave a Legacy - Arizona. I've asked Beth to present on this topic for two reasons; first, Beth has been a very active user of this program, hosting up to 10 workshops per year at the various YMCA locations in the Valley since LALAZ created the product in 2005. Beth will share her experiences in using the materials provided FREE by Leave a Legacy, as well as offer guidance on adapting the materials to best fit your organization's culture. Second, as of January 1, 2010 Leave a Legacy - Arizona is now a FREE benefit of membership in PGRT. There will be no additional annual LALAZ partner fees - the only requirement for use of both the turnkey marketing materials provided by LALAZ and the Write a Will Workshop materials is that your organization have at least 1 PGRT member. To those organizations who have been loyal Leave a Legacy - Arizona sponsors over the years, your sponsorship dollars will go ENTIRELY toward the media buy that LALAZ does each Spring & Fall, in support of these Write a Will Workshops and other bequest marketing efforts that LALAZ partners conduct during those time frames. Don't miss this hands-on session on the Write a Will Workshops, whether you've conducted them yourselves or would consider doing so.

In February, we'll be providing an advanced (breakfast) session on reinsuring charitable gift annuities. When and why to consider doing so, as well as a discussion of other alternatives available in the marketplace. Real-life comparisons on whether or not reinsurance benefits the donor and/or the charity will be a part of this discussion. Presenters will be Gerald & Sandra Simcox from New York Life. This is a topic that has been suggested by PGRT members, both allied professionals as well as those that work with charities, so we hope to address all your questions and concerns about this important topic in February. If your nonprofit's CFO has ever raised this issue with you, consider bringing him or her with you as a guest to this meeting.

See you soon!

Sincerely,

Carrie Kinnear
2009-2010 PGRTAZ President

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