Formerly known as Planned Giving Round Table of Arizona

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Mission: Educate, motivate and empower our community to collectively promote and facilitate charitable gift planning

Vision: We envision an enriched community where leaving a legacy through charitable gift planning is the social norm

Core Values: Integrity, Generosity, Innovation, Collaboration, Engagement, Community

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November Monthly Meeting- "Building a Legacy Society That is Timeless""

When
18 Nov 2025
11:15 AM - 1:00 PM
Location
St. Mary's Food Bank- 2831 N. 31st Ave. Phoenix 85009

Registration

AZCGP In Person Member – $45.00
AZCGP In Person Member with PrePaid Meals
AZCGP Member Online – $25.00
AZCGP Member Online with PrePaid Meals
In Person First Time Guest – $45.00
In Person Returning Guest – $65.00
Online First Time and Returning Guest – $25.00

Monthly Meeting

November 18, 2025

11:15am - 1:00pm

"Building a Legacy Society That is Timeless"

Field Trip Program:

St Mary's Food Bank
2831 N. 31^st Ave., Phoenix 85009

Click Here for Site Map

Holiday Spirit Food Drive

Each attendee is encouraged to bring a non-perishable food item for St. Mary's pantry!

What is Needed for Donations

Vanessa Martin

AZ Humane Society

Justin Pace

Phoenix Children's

Foundation

Join us for an insightful session exploring the power and potential of Legacy Societies in driving long-term philanthropic impact. This presentation will highlight two distinct approaches: the Arizona Humane Society’s Legacy Circle, cultivated over two decades to foster deep community engagement and sustained growth, and Phoenix Children’s Foundation’s rapidly expanding Legacy Society, fueled by a strong brand and strategic positioning. Together, these examples showcase how legacy giving can thrive in both mature and emerging segments.

Attendees will walk away with actionable strategies to elevate their own legacy society programs, whether starting from scratch or refining an existing initiative. Fundraisers will gain practical tools to engage donors meaningfully, while advisors will learn best practices for supporting and interacting with legacy society members. This session is designed to inspire and equip professionals with practical insights and proven techniques to build, sustain, and elevate legacy giving programs that resonate with donors and advisors alike.

Program is Pending Approval for 1PT CE Credit