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PGRTAZ Mission      

Educate, motivate, and empower our community to collectively promote and facilitate planned giving.

PGRTAZ Vision          

We envision an enriched community where leaving a legacy through planned giving is the social norm. 

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Next Event

November 19, 2019

"Blueprints for Complicated

Donors and Clients"


  Christine Forakis

  Estate Planning Attorney

  Forakis Law Firm, PLC

  Tiffany T. House, CAP(R)

   Financial Advisor

  Jackson Roskelly 

  Wealth Advisors - 

  Raymond James

This presentation will speak to:

Secret strategies of the rich and famous

Planning strategies for big donors

How to use legal architecture to create plan designs

Unique charitable case studies

Please Note:  Monthly Luncheon Programs are now being held at The Sheraton Crescent Phoenix Hotel.

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Thank You to Our 2019/2020 Monthly Program Partners:





Individuals can contribute monetarily to the effort of moving PGRTAZ's mission and vision forward by contributing through PGRTAZ's partnership with the Thunderbird's Birdies for Charity. 


Click here to review complete program information and directions for pledging your support.

           Your support is truly appreciated!!


Membership Make Up

  • Planned giving officers
  • Major gifts officers
  • Directors of Development
  • Nonprofit CEOs and Executive Directors
  • Nonprofit board members and trustees
  • Volunteers and donors
  • Fundraising consultants
  • Attorneys
  • Accountants
  • Financial planners
  • Elder Care Specialists
  • Business Brokers
  • Trust officers
  • Insurance and real estate professionals
  • Other financial services professionals and donor advisors
Members are committed to better serving their donors and clients by helping them to make charitable gifts that are well planned both
financially and philanthropically.

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PO Box 4130  Scottsdale, AZ 85261

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