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.

Arizona Grant Makers Forum - October 27, 2009

Summer’s here and the livin’ is easy……

Well it used to be! For those of you able to attend Summer Forum on June 4, I hope you came away with new additions to your professional networks, a good idea or two from our excellent speakers, and most importantly, a smile on your face. It is too easy to get caught up in all the bad news we hear each day – let’s remember to focus on all the positive things that the philanthropy we advocate provides in our communities.

While we don’t meet in July, be sure and mark your calendars for our Fall meetings. You’ll notice a definite theme in the programs we’ve planned for August through November – understand our changing philanthropic environment, key in on what our donors & clients want us to know if only we’d listen, and most importantly of all, emphasize good stewardship to keep those charitable gifts coming!

August 18, our guest speaker will be Craig Wruck, a Board Member of the Partnership for Philanthropic Planning (formerly the National Committee on Planned Giving). Craig will share the market changes that made NCPG – our parent national organization - broaden its educational scope and become a more inclusive advocate of philanthropy, not just planned giving.

WEDNESDAY September 16, we’ll be learning from a virtual seminar provided by the Partnership for Philanthropic Planning. This session is entitled “Multiple-Entity Donors; How to Work Effectively with Today’s Sophisticated Philanthropist” and will be presented by Reynolds Cafferata.

October 20, Larry Stelter, Founder of the Stelter Company, will join us to present their recently completed national study of donor behavior, entitled “Discovering the Secret Giver: Groundbreaking Research on the Behavior of Bequest Givers in America.” Larry tells me that they are refreshing this study over the summer and he will be able to share with us what our donors and clients are thinking about in terms of their philanthropy in today’s changing world.

November 17, Jerry Linzy of Panas Linzy & Partners, will join us to talk about Effective Donor Stewardship – how to intentionally implement steps designed to keep our existing planned gift donors closely connected to our missions. A happy donor doesn’t change his or her bequest!

As I look ahead to planning the rest of our programs for 2009-2010, please drop me a note with your suggestions about topics, or speakers, you recommend be invited to speak at one of our monthly meetings.

In Philanthropic Partnership,

Carrie Kinnear
2009-2010 PGRTAZ President

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