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

The collective work of the professionals in our network powerfully impacts our state by promoting philanthropy through major gifts and planned gifts, and helping mission driven organizations connect with their support base in meaningful and uplifting ways.

In Arizona, the Planned Giving Round Table is responsible for bringing you Leave a Legacy (R), for representing the voice of the Partnership for Philanthropic Planning (our national parent organization), and for hosting and leading the only forum entirely dedicated to financial, legal, tax, or fundraising professionals who want to harness the power of planned giving strategies for their clients and donors.

We believe the impact and the planning opportunities for strategic gifting (charitable and non-charitable) have never been greater.  Join us Now!

Unless otherwise announced, all meetings are held at the Phoenix Country Club.

Phoenix Country Club
2901 North 7 Street
Phoenix, AZ 85014

Reservations for the meeting are timely received by 5pm on the Thursday prior to the meeting.

To make a reservation, try registering right here, on line!

Breakfast meetings feature in-depth presentations of advanced concepts and timely topics frequently given by nationally recognized experts and speakers.

Lunch meetings follow a "Planned Giving 101" format.  A person who attends all lunch meetings for two years should receive a broad education in planned giving, with each session proving useful knowledge and skills that can be put to immediate use.

In most cases, programs are expected to qualify for professional continuing education credits. Speakers are required to supply a comprehensive outline; attendance is kept on record, and in all sessions, questions and attendee interaction with presenters is encouraged. However, the Planned Giving Round Table of Arizona does not pre-certify its programs with professional organizations that require advance approval for CE.