In 1993, PGRTAZ President David Richardson (Mayo Foundation for Medical Education and Research) decided the monthly programming and networking that were so valuable for industry professionals needed to become more visible to the broader fundraising and financial community at large.  So, in 1994, as immediate Past President, he started the first Summer Forum, at the Mission Palms, with one educational track including basic planned giving vehicles, recruited members to volunteer to conduct the trainings, and hosted an audience of more than 100 interested professionals.

With David's founding legacy, each succeeding Vice President has became the de-facto Summer Forum Chair. 

The event has grown over the years to include ever greater outreach, at least two learning tracks, sponsorship opportunities, nationally recognized plenary presenters, and themes pulling all presentations together around current industry events.

What hasn't changed? The collegiality and passion for philanthropy and community connecting us all in a day of learning, fellowship, and personal growth.

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 Get Involved!

Committee and Event Positions

Event Chair
 Melissa Kemp
Sponsorships Russ Goldstein
Marketing/Outreach
  Russ Goldstein
Volunteers/Event Staffing
  Jackie Palmenberg
Raffles/Giveaways
  Nicole Powers
 Communications/PR  open
Master of Ceremonies
 Carol Chamberlin and Edwin Knight
Room Host (4-6)
  
Sponsor Liaison (2)
  
Registration Staff (2)
  
Event Q&A Resources (2)
  
Attendee Packets/Goodies (2)
  
Community Lounge Host
  

  Past Summer Forum Themes


 2004
 Reeling in the Big Fish
 2005 A Passion for Planned Giving
 2006 Gifts that Get You Where Your Donor Wants to Go
 2007 The Future is in our Hands
 2008

Invest in Your Future:
Enhanced Planned Giving Skills
 2009

Finding Opportunities When the Sky is Falling
 2010 Focus On What Matters
 2011

The Business of Giving:Opportunities, Options, and Obstacles
 2012 Planned Living: Planned Giving
        From Success to Significance
 2013  Gateway to IMPACT!
   
Note: our volunteers receive the lowest possible pricing for this event, at the early/early bird rate, with a few additional perks:
  • VIP seating at the event
  • Special Gift Drawing at end of day
  • Opportunity to place a message on the rotating event power point presentation shown before/after all plenary session

Interested in volunteering?  Email the administrative office at info@pgrtaz.org 

 
 
 

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