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Formerly known as Planned Giving Round Table of Arizona

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Events and Registration

Every month of every year, our consistent forums for your continuing education and inspiration

are made possible through the generous support of a local partner. 



Online credit card registration payments will be accepted no sooner than 90 days prior to each event.  Check and cash payments are accepted anytime.

Refund Policy:  A full refund of registration fees will be provided if cancellation of the registration is reported to the administrative office in writing (info@pgrtaz.org or 602-840-2900) prior to the RSVP deadline, generally the Thursday prior to the event, or as noted in each event details posting.  Registration fees will be payable if cancellation not received as noted above for pending registrations/no shows.

(Please note:  This refund policy does not apply to the annual Conference event.  Refund policy for this event will be specific to this event and is noted in the details of the event posting)


 

Upcoming events

    • 10 Oct 2023
    • 4:00 PM - 5:00 PM
    • Virtual
    • 3
    Register


    Tuesday, October 10, 2023

    4:00pm - 5:00pm


    "Effective Gift Planning Conversations with Donors"

    Facilitator

    Tiffany T. House , CAP®, CEPA, FCEP

    Tax, Estate, and Charitable Strategist


    Do you ever feel apprehensive, timid, or disempowered by donor conversations?  Do you ever feel that there is a “Wealth Barrier” in relating to your donors? This interactive Office Hours session will share donor psychological tips and researched methodologies to have more effective gift planning asks.  We will also discuss approaches and tactics for relating to people who are monetarily wealthy. A cheat sheet of planned giving tools showing how they benefit the donor and a roadmap to an effective planned giving conversation handout will be provided.   

    =============================================

    ·         Office Hours is a virtual meeting which will feature one or two presenters and be hosted by a AZCGP board member or committee member.

    ·         Participants will be limited to 8 in order to encourage discussion and Q&A.

    ·         AZCGP members will participate without a fee and will have first opportunity to register. 

    ·         If space is available after member registration period, one week prior to the event, non-members may register for a $10 fee.

    ·         Sessions will be one hour long and presentation materials (if any) by the presenter will not take more than 30 minutes of the session.  


      • 17 Oct 2023
      • 11:15 AM - 1:00 PM
      • Ability 360 5031 Washington St, Phoenix, AZ 85034
      Register


      "When Your Donor Calls an Attorney"


       


      T. James Lee      

      Director/ Shareholder

      Fennemore Craig, P.C. 

       


      Chris Siegle

       Managing Director 

      JP Morgan Private Bank


      Have you ever wanted to be a fly on the wall with a donor and their trusted advisor as they discuss charitable giving?  Does the idea of being at the table for this discussion leave you wary?  Join Arizona Charitable Gift Planners for a discussion with local experts, Chris Siegle and Jim Lee as they pull back the curtain on why a donor calls their lawyer. 


      Huge Thank You to This Programs Sponsor!



      • 24 Oct 2023
      • 4:00 PM - 6:00 PM
      • O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
      • 20
      Register


      In Person Happy Hour

       

      10810 N. Tatum Blvd, Phoenix

      4:00-6:00 pm

      Open to all members, supporters and guests of

      Arizona Charitable Gift Planners

      This is a no host gathering

      Be sure to register your attendance so we know who to welcome.

      Huge THANK YOU to this Event's Partner!



      • 14 Nov 2023
      • 4:00 PM - 5:00 PM
      • Virtual
      • 14
      Register


      Tuesday, November 14, 2023

      4:00pm - 5:00pm


      "What Story is YOUR IRS Form 990 Telling?"

      Facilitator

      Lisa B. Lumbard, CPA, CGFM

      Lumbard Consulting


      Education and interactive workshop designed for not-for-profit leaders to: (1) Provide them with 990 information to help theirorganization keep its exempt status (2) Show opportunities the IRS provides for bragging about their programs (3) get them thinking about how their form 990 is telling their organization's story and (4) how they can make it better

      =============================================

      ·         Office Hours is a virtual meeting which will feature one or two presenters and be hosted by a AZCGP board member or committee member.

      ·         Participants will be limited to 8 in order to encourage discussion and Q&A.

      ·         AZCGP members will participate without a fee and will have first opportunity to register. 

      ·         If space is available after member registration period, one week prior to the event, non-members may register for a $10 fee.

      ·         Sessions will be one hour long and presentation materials (if any) by the presenter will not take more than 30 minutes of the session.  


        • 21 Nov 2023
        • 11:15 AM - 1:00 PM
        • Ability 360 5031 Washington St, Phoenix, AZ 85034


        "Creative Trust Planning for Charitable Giving"

        Stephan King

        Brent Nelson

        CRTs, CLTs, 642(c), drafting/donee tips under UPMIFA




        Huge Thank You to This Programs Sponsor!


        • 28 Nov 2023
        • 4:00 PM - 6:00 PM
        • O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
        • 19
        Register


        In Person Happy Hour

         

        10810 N. Tatum Blvd, Phoenix

        4:00-6:00 pm

        Open to all members, supporters and guests of

        Arizona Charitable Gift Planners


        This happy hour will have a focus on those who have and/or are interested in getting their  Chartered Advisors in Philanthropy designation.

        This is a no host gathering

        Be sure to register your attendance so we know who to welcome.

        Huge THANK YOU to this Event's Partner!



        • 06 Dec 2023
        • 5:00 PM - 7:00 PM
        • Aunt Chilada's: 7330 N. Dreamy Draw Phoenix AZ 85020

        HOLIDAY SOCIAL

        Thursday, December 6, 2023

        5:00 - 7:00 pm

         

        7330 N. Dreamy Draw 

        Phoenix AZ  85020

        Appetizer buffet with hosted bar

        (beer, house wine, margaritas and soft drinks)

        Members and Guests Welcome!

        $25.00

        RSVP Deadline December 3, 2023


        Huge THANK YOU to our Social Event Partner!


        • 16 Jan 2024
        • 11:15 AM - 1:00 PM
        • Ability 360 5031 Washington St, Phoenix, AZ 85034


        "Introducing Gift Planning Earlier in Donors’

        Cycle of Philanthropy"


        Dave Smith, CAP ®

        CEO & Founder  

        Heaton Smith Group

        The significant increase in wealth in the US has changed the way many donors think about their family and their philanthropy.  Dave will discuss the impact of donor behavior on those who are higher capacity donors – not wealthy, but higher capacity.  Importantly, the case for introducing gift planning to younger donors will be presented along with a brief case study that includes donors in their 50s and 60s.  Gift instruments utilized by donors in the case study include seven difference vehicles. 

        Learning Objectives/Takeaways

        ·Understand why gift officers should introduce charitable gift planning to younger, high affinity/high capacity donors

        ·Best practice discovery questions for high affinity/higher capacity donors

        ·Expand the number of donors for charitable gift planning in your portfolio

        ·Increase the number of blended gifts to your organization

        ·Increase the number of noncash assets gifted to your 


        Huge Thank You to this Programs Sponsor!


        • 23 Jan 2024
        • 4:00 PM - 6:00 PM
        • O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
        • 20
        Register


        In Person Happy Hour

         

        10810 N. Tatum Blvd, Phoenix

        4:00-6:00 pm

        Open to all members, supporters and guests of

        Arizona Charitable Gift Planners

        This is a no host gathering

        Be sure to register your attendance so we know who to welcome.

        Huge THANK YOU to this Event's Partner!



        • 13 Feb 2024
        • 4:00 PM - 5:00 PM
        • Virtual
        • 14
        Register


        Tuesday, February 13, 2024

        4:00pm - 5:00pm


        "Donor Relations and Asset Funded CRT's: Navigating the gift process with challenging donors."

        Facilitator

        Sara A. Hofer, J.D.

        Executive Vice President of Planned Giving

        Yellowstone Boys and Girls Ranch Foundation, Inc.


        Oftentimes donors know what they need to do. Perhaps the idea of losing control of a piece of farm ground property or a business adds to donor stress. The presentation offers suggestions on how to help your donor without overwhelming them during the planned giving process.


        ·         Office Hours is a virtual meeting which will feature one or two presenters and be hosted by a AZCGP board member or committee member.

        ·         Participants will be limited to 8 in order to encourage discussion and Q&A.

        ·         AZCGP members will participate without a fee and will have first opportunity to register. 

        ·         If space is available after member registration period, one week prior to the event, non-members may register for a $10 fee.

        ·         Sessions will be one hour long and presentation materials (if any) by the presenter will not take more than 30 minutes of the session.  


          • 27 Feb 2024
          • 4:00 PM - 6:00 PM
          • O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
          • 20
          Register


          In Person Happy Hour

           

          10810 N. Tatum Blvd, Phoenix

          4:00-6:00 pm

          Open to all members, supporters and guests of

          Arizona Charitable Gift Planners

          This is a no host gathering

          Be sure to register your attendance so we know who to welcome.

          Huge THANK YOU to this Event's Partner!



          • 12 Mar 2024
          • 4:00 PM - 5:00 PM
          • Virtual
          • 14
          Register


          Tuesday, March 12, 2024

          4:00pm - 5:00pm


          The "Legacy" IRA

          Facilitator

          Russ Willis lll, J.D., LL.M.

          Planned Gift Design Services


          Enacted as part of the Secure 2.0 legislation included in the December 2021 appropriations bill, the "legacy" IRA now allows a donor aged 70-1/2 or older to elect to treat up to 50k of "qualified charitable distributions" from her IRA to fund a gift annuity or a charitable remainder trust benefiting herself and/or her spouse. The election can be made only in one tax year. 

          This discussion will answer quite a number of frequently asked (and some less frequently asked) questions about how the "legacy" IRA works.


          ·         Office Hours is a virtual meeting which will feature one or two presenters and be hosted by a AZCGP board member or committee member.

          ·         Participants will be limited to 8 in order to encourage discussion and Q&A.

          ·         AZCGP members will participate without a fee and will have first opportunity to register. 

          ·         If space is available after member registration period, one week prior to the event, non-members may register for a $10 fee.

          ·         Sessions will be one hour long and presentation materials (if any) by the presenter will not take more than 30 minutes of the session.  


            • 19 Mar 2024
            • 11:15 AM - 1:00 PM
            • Ability 360 5031 Washington St, Phoenix, AZ 85034


            "Tax-Advantaged Business Sales"


            Tiffany House, CAP®, CEPA, FCEP

            Tax, Estate, and Charitable Strategist


            We are entering the largest wealth transfer in history as the baby boomers get ready to retire and leave their legacy.  Many business owners are shocked when they realize that 20%-40% of their hard-earned proceeds from the sale of their business will go to Uncle Sam.  This provides the perfect opportunity for the most philanthropic class, entrepreneurs, to give back to their community and save on taxes. We will explore tax-advantaged planning tools and discuss when they can apply to certain types of businesses and owners’ circumstances.  We will go over real-life case studies of business sales with details on the process of determining the best outcomes for the business owner


            Huge Thank You to this Months Sponsor!


            • 26 Mar 2024
            • 4:00 PM - 6:00 PM
            • O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
            • 20
            Register


            In Person Happy Hour

             

            10810 N. Tatum Blvd, Phoenix

            4:00-6:00 pm

            Open to all members, supporters and guests of

            Arizona Charitable Gift Planners

            This is a no host gathering

            Be sure to register your attendance so we know who to welcome.

            Huge THANK YOU to this Event's Partner!



            • 23 Apr 2024
            • 4:00 PM - 6:00 PM
            • O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
            • 20
            Register


            In Person Happy Hour

             

            10810 N. Tatum Blvd, Phoenix

            4:00-6:00 pm

            Open to all members, supporters and guests of

            Arizona Charitable Gift Planners

            This is a no host gathering

            Be sure to register your attendance so we know who to welcome.

            Huge THANK YOU to this Event's Partner!



            • 28 May 2024
            • 4:00 PM - 6:00 PM
            • O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
            • 20
            Register


            In Person Happy Hour

             

            10810 N. Tatum Blvd, Phoenix

            4:00-6:00 pm

            Open to all members, supporters and guests of

            Arizona Charitable Gift Planners

            This is a no host gathering

            Be sure to register your attendance so we know who to welcome.

            Huge THANK YOU to this Event's Partner!



            • 25 Jun 2024
            • 4:00 PM - 6:00 PM
            • O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
            • 20
            Register


            In Person Happy Hour

             

            10810 N. Tatum Blvd, Phoenix

            4:00-6:00 pm

            Open to all members, supporters and guests of

            Arizona Charitable Gift Planners

            This is a no host gathering

            Be sure to register your attendance so we know who to welcome.

            Huge THANK YOU to this Event's Partner!



          Past events

          26 Sep 2023 September In Person Happy Hour
          12 Sep 2023 September Monthly Meeting: Phoenix Children's Hospital's Professional Advisory Summit
          15 Aug 2023 August Monthly Meeting "Cognitive Impairment in Donors- Identifying Issues & Applying Best Practices"
          28 Jun 2023 Board Meeting
          09 Jun 2023 ACF Northern Arizona Estate Planning Day
          19 May 2023 29th Annual Conference
          26 Apr 2023 Board Meeting
          25 Apr 2023 In Person Happy Hour
          18 Apr 2023 April Monthly Program: "The Braddock Case: Helping Closely Held Business Owners Hit Their Legacy Home Run"
          11 Apr 2023 Office Hours: "Are You Getting What's Coming to You?"
          28 Mar 2023 In Person Happy Hour
          22 Mar 2023 Board Meeting
          21 Mar 2023 March Monthly Program: "Attracting, Recruiting and Retaining Gift Planning Professionals"
          14 Mar 2023 Office Hours: Getting Your CAP® Designation
          28 Feb 2023 In Person Happy Hour
          21 Feb 2023 February Monthly Program: "Improving Your Revocable Deferred Giving Effort Through an Enhanced Resource Toolkit"
          24 Jan 2023 Chartered Advisor in Philanthropy Happy Hour
          17 Jan 2023 January Monthly Program: "Top Planning Ideas Today (COVID-19, Congress, Charity)"
          01 Dec 2022 Holiday Social: Members and Guests Are Welcome
          15 Nov 2022 November Monthly Program: "Family Charitable Giving Boards - A Structured Way to Involve Family Members in Philanthropy" "
          02 Nov 2022 Minnesota Gift Planning Association 46th Annual Conference
          26 Oct 2022 CGP Annual Conference
          25 Oct 2022 In Person Happy Hour
          18 Oct 2022 October Monthly Program: "Do More Good.... With Real Estate Assets!"
          27 Sep 2022 In Person Happy Hour
          20 Sep 2022 September Monthly Program: "Creating and Serving on a Non-profit Legacy Committee"
          13 Sep 2022 Office Hours: "Effects of Rising 7520 Rates on Gift Planning Tax Incentives"
          23 Aug 2022 In Person Happy Hour
          16 Aug 2022 August Monthly Program: "Estate Administration: What Happens When You Die"
          23 Jun 2022 Postponed: In Person Happy Hour
          22 Jun 2022 Board Meeting
          10 Jun 2022 Dinner with Colleagues after the Northern Arizona Estate Planning Day
          26 May 2022 In Person Happy Hour
          20 May 2022 28th Annual Arizona Planned Giving Conference
          03 May 2022 Office Hours: "Gift Planning Tools and Tactics Easy to Implement"
          28 Apr 2022 In Person Happy Hour
          27 Apr 2022 Board Meeting
          24 Mar 2022 In Person Happy Hour
          23 Mar 2022 Board Meeting
          15 Mar 2022 March Monthly Program: "Gift Planning and DEI"
          01 Mar 2022 Office Hours: Should My Nonprofit Offer Charitable Gift Annuities?
          24 Feb 2022 In Person Happy Hour
          23 Feb 2022 Board Meeting
          17 Feb 2022 Chartered Advisor in Philanthropy (CAP) Info Session
          15 Feb 2022 February Monthly Program: "The Amazing Retained Life Estate: Almost too Good to be True"
          15 Feb 2022 Loan Star Council of Charitable Gift Planners: Virtual Programn
          27 Jan 2022 In Person Happy Hour
          26 Jan 2022 Board Meeting and Strategic Planning Session
          18 Jan 2022 January Monthly Program - Virtual: Looking Ahead to 2022 - Tax Law Changes
          18 Jan 2022 Lone Star Chapter Event: Integrating Diversity, Equity and Inclusion into Your Nonprofit Board Culture
          02 Dec 2021 Holiday Social: Members and Guests Are Welcome
          16 Nov 2021 November Monthly Program-Virtual: Donor Stories in Planned Giving Marketing
          02 Nov 2021 Office Hours: Structuring Gift Planning Stewardship Conversations
          27 Oct 2021 In Person Hosted Happy Hour: Taliesin West
          27 Oct 2021 Minnesota Gift Planning Association 45th Annual Conference
          27 Oct 2021 Board Meeting
          19 Oct 2021 October Monthly Program: Major Gifts of Assets: How Gifts of Real Estate are Dramatically Changing Philanthropy
          01 Oct 2021 Planned Giving Round Table of Southern Arizona - Fall Symposium
          30 Sep 2021 In Person Happy Hour
          22 Sep 2021 Board Meeting
          21 Sep 2021 September Monthly Program: Charitable Alternatives to 1031 Exchanges
          21 Sep 2021 Lone Star Council - Donor Case Studies Roundtables
          07 Sep 2021 Office Hours: “Everything You Need to Know from Wills to Wags and Whiskers”
          25 Aug 2021 Board Meeting
          18 Aug 2021 Colorado PGRT 2021 Summer Symposium
          17 Aug 2021 August Monthly Program - Virtual: "Top Ten Mistakes in Estate Planning - How to Avoid the Pitfalls"
          29 Jul 2021 In Person Happy Hour
          09 Jun 2021 In Person Happy Hour
          09 Jun 2021 Board of Directors Meeting and Conference Debrief
          20 May 2021 27th Annual Arizona Planned Giving Conference
          19 May 2021 Partner Program: "Jump Starting Your Planned Giving Program"
          12 May 2021 Virtual Happy Hour
          29 Apr 2021 Russell James Series: "Intro to Taxes 3: Capital Gains, Estate, Gift and Generation Skipping Taxes""
          22 Apr 2021 ACF/PGRTAZ CAP Study Group 2021-2022
          21 Apr 2021 Board of Directors Meeting
          20 Apr 2021 Virtual Program: "Engagement Fundraising for Major and Legacy Gifts"
          17 Mar 2021 Board of Directors Meeting
          16 Mar 2021 Monthly Program: "Maximizing Required Minimum Distributions"
          04 Mar 2021 Virtual Happy Hour
          03 Mar 2021 Russell James Series: "CRTs: Special Trust Types"
          23 Feb 2021 Lone Star Council of Charitable Gift Planners: February 23, 2021 Program
          16 Feb 2021 Monthly Luncheon: "Give It Away Now: Thinking Beyond Retirement Income in Split Interest Gifts"
          09 Feb 2021 Russell James Series: "Introduction to Planned Giving: Motivations for Financial Advisors""
          04 Feb 2021 Virtual Happy Hour
          19 Jan 2021 Monthly Virtual Program: "National Planned Giving Metrics and Standards"
          13 Jan 2021 PGRTAZ Board Meeting and Strategic Planning Session
          12 Jan 2021 Bonus Program: "The Rise of QCD's & the Role They'll Play in the Coming Decade""
          07 Jan 2021 Virtual Happy Hour
          08 Dec 2020 Virtual Happy Hour
          30 Nov 2020 Russell James Series Kick Off: "Major Gifts of Assets in the Aftermath of COVID-19"
          18 Nov 2020 Board of Directors Meeting
          17 Nov 2020 Virtual Program: "Planned Giving Case Study: The Watershed Gift"
          05 Nov 2020 Virtual Happy Hour: Trivia!
          29 Oct 2020 Virtual Program: "Think Your Way to Success"
          21 Oct 2020 Board of Directors Meeting
          20 Oct 2020 Virtual Program: "Income & Gift Tax Implications of Establishing a Split Interest Gift for a 3rd Party""
          30 Sep 2020 Virtual Program: "To Infinity and Beyond!: Drafting Gift Agreements That Will Stand the test of Time""
          15 Sep 2020 Virtual Program: Panel Discussion: "Documenting Major Gifts When you Can't meet With Donors: Beyond Pen and Paper!""
          09 Sep 2020 Board of Directors Meeting
          02 Sep 2020 Virtual Happy Hour: Lets Reflect on the 26th Annual Planned Giving Conference
          21 Aug 2020 26th Annual Arizona Planned Giving Conference
          12 Aug 2020 Board of Directors Meeting
          10 Jun 2020 Board of Directors Meeting
          19 May 2020 May 19, 2020 Virtual Program: "Inherited IRAs After the SECURE Act" & "RMDs, Penalty-Free Withdrawals and Loans After the CARES Act"
          13 May 2020 Board of Directors Meeting
          07 May 2020 PGRTAZ Virtual Happy Hour
          25 Apr 2020 ACF/PGRTAZ CAP Study Group 2020-2021
          21 Apr 2020 April 21, 2020 Virtual Program and Annual Member Meeting
          08 Apr 2020 Board of Directors Meeting
          17 Mar 2020 Cancelled: March 17, 2020 Lunch Presentation
          11 Mar 2020 Board of Directors Meeting
          18 Feb 2020 February 18, 2020 Lunch Presentation
          12 Feb 2020 Board of Directors Meeting - Executive Committee Only
          21 Jan 2020 January 21, 2020 Lunch Presentation
          08 Jan 2020 Board of Directors Meeting and Strategic Planning Session
          03 Dec 2019 2019 PGRTAZ Holiday Social Event
          19 Nov 2019 November 19, 2019 Lunch Presentation
          13 Nov 2019 Board of Directors Meeting
          23 Oct 2019 PGRTAZ Social Hour: San Tan Brewing Company
          15 Oct 2019 October 15, 2019 Lunch Presentation
          10 Oct 2019 Board of Directors Meeting - One Day Later due to Yom Kippur
          26 Sep 2019 PGRTAZ Social Hour: McFate Brewery in Scottsdale
          17 Sep 2019 September 17, 2019 Lunch Presentation
          11 Sep 2019 Board of Directors Meeting - Executive Committee Only
          28 Aug 2019 PGRTAZ Social Hour at McKenzie's Tavern
          20 Aug 2019 August 20, 2019 Lunch Presentation
          14 Aug 2019 Board of Directors Meeting - In Person
          19 Jun 2019 Board of Directors Meeting in Person
          14 Jun 2019 Northern Arizona Estate Planning Day for Professional Advisors
          08 May 2019 Board of Directors Meeting and Conference Debrief
          03 May 2019 25th Annual Arizona Planned Giving Conference
          25 Apr 2019 ACF/PGRTAZ CAP Study Group 2019-2020
          16 Apr 2019 April 16, 2019 Lunch Presentation
          10 Apr 2019 Board of Directors Meeting
          19 Mar 2019 March 19, 2019 Lunch Presentation
          13 Mar 2019 Board of Directors Meeting
          19 Feb 2019 February 19, 2019 Lunch Presentation
          13 Feb 2019 Board of Directors Meeting
          15 Jan 2019 January 15, 2019 Field Trip/Lunch Presentation
          09 Jan 2019 Board of Directors Meeting and Strategic Planning Session
          27 Nov 2018 2018 PGRTAZ Holiday Social Event
          20 Nov 2018 November 20, 2018 Lunch Presentation
          14 Nov 2018 Board of Directors Meeting
          16 Oct 2018 October 16, 2018 Lunch Presentation
          10 Oct 2018 Board of Directors Meeting
          18 Sep 2018 September 18, 2018 Lunch Presentation
          12 Sep 2018 Board of Directors Meeting
          21 Aug 2018 August 21, 2018 Lunch Presentation
          16 Aug 2018 ACF/PGRTAZ CAP Study Group
          08 Aug 2018 Board of Directors Meeting
          15 Jun 2018 Road Trip to Prescott, AZ: "Northern Arizona Estate Planning Day for Professional Advisors"
          07 Jun 2018 Board of Directors Meeting
          30 May 2018 24th Annual Arizona Planned Giving Conference
          03 May 2018 Board of Directors Meeting
          17 Apr 2018 April 17, 2018 Lunch Presentation
          05 Apr 2018 Board of Directors Meeting in Person
          20 Mar 2018 March 20, 2018 Lunch Presentation
          01 Mar 2018 Board of Directors Meeting
          20 Feb 2018 February 20, 2018 Lunch Presentation
          01 Feb 2018 Board of Directors Meeting
          16 Jan 2018 January 16, 2018 Lunch Presentation
          04 Jan 2018 Board of Directors Meeting
          29 Nov 2017 2017 PGRTAZ Holiday Social Event
          21 Nov 2017 November 21, 2017 Lunch Presentation
          02 Nov 2017 Board of Directors Meeting
          17 Oct 2017 October 17, 2017 Lunch Presentation
          05 Oct 2017 Board of Directors Meeting
          19 Sep 2017 September 19, 2017 Lunch Presentation
          07 Sep 2017 Board of Directors Meeting
          15 Aug 2017 August 15, 2017 Lunch Presentation
          03 Aug 2017 Board of Directors Meeting
          14 Jun 2017 Collaboration Event: AFP, The Phoenix Philanthropy Group and PGRTAZ
          08 Jun 2017 Board of Directors Meeting
          11 May 2017 Board of Directors Meeting
          08 May 2017 23rd Annual Arizona Planned Giving Conference
          24 Apr 2017 ACF/PGRTAZ CAP Study Group
          18 Apr 2017 April 18, 2017 Lunch Presentation
          13 Apr 2017 Board of Directors Meeting
          21 Mar 2017 March 21, 2017 Lunch Presentation
          09 Mar 2017 Board of Directors Meeting
          24 Feb 2017 Board Retreat
          21 Feb 2017 February 21, 2017 Lunch Presentation
          09 Feb 2017 Board of Directors Meeting
          17 Jan 2017 January 17, 2017 Lunch Presentation
          12 Jan 2017 Board of Directors Meeting
          30 Nov 2016 2016 Holiday Social Event
          15 Nov 2016 November 15, 2016 Lunch Presentation
          10 Nov 2016 Board of Directors Meeting
          18 Oct 2016 October 18, 2016 Lunch Presentation
          13 Oct 2016 Board of Directors Meeting
          20 Sep 2016 September 20, 2016 Lunch Presentation
          20 Sep 2016 PGRTAZ Chartered Advisor in Philanthropy - CAP® Informational Session
          08 Sep 2016 Board of Directors Meeting
          16 Aug 2016 August 16, 2016 Lunch Presentation
          11 Aug 2016 Board of Directors Meeting
          14 Jun 2016 June 14, 2016 Joint Presentation with AFP
          09 Jun 2016 Board of Directors Meeting
          16 May 2016 22nd Annual Arizona Planned Giving Conference
          12 May 2016 Pre-Annual Conference Board Call
          19 Apr 2016 April 19, 2016 Lunch Presentation
          14 Apr 2016 Board of Directors Meeting
          15 Mar 2016 March 15, 2016 Lunch Presentation
          10 Mar 2016 Board of Directors Meeting
          16 Feb 2016 February 16, 2016 Lunch Presentation
          11 Feb 2016 Board of Directors Meeting
          25 Jan 2016 Meeting Fees payment after the meeting
          20 Jan 2016 PGRTAZ Chartered Advisor in Philanthropy - CAP® GS 839 Study Groups
          19 Jan 2016 January 19, 2016 Lunch Presentation
          14 Jan 2016 Board of Directors Meeting
          17 Nov 2015 November 17, 2015 Lunch Presentation
          12 Nov 2015 Board of Directors Meeting
          20 Oct 2015 October 20, 2015 Lunch Presentation
          08 Oct 2015 Board of Directors Meeting
          15 Sep 2015 September 15, 2015 Lunch Presentation
          11 Sep 2015 Board of Directors Meeting
          18 Aug 2015 August 18, 2015 Lunch Event
          13 Aug 2015 Board of Directors Meeting
          09 Jul 2015 PGRTAZ Chartered Advisor in Philanthropy - CAP® GS 859 Study Groups
          03 Jun 2015 21st Annual Arizona Planned Giving Conference
          19 May 2015 May 19, 2015 Lunch Presentation
          14 May 2015 Board of Directors Conference Call Meeting
          09 Apr 2015 Board of Directors Meeting
          01 Apr 2015 April 1, 2015 Joint Meeting with AFP
          17 Mar 2015 March 17, 2015 Lunch Presentation
          12 Mar 2015 Board of Directors Conference Call Meeting
          19 Feb 2015 Board of Directors Conference Call Meeting
          17 Feb 2015 February 17, 2015 Lunch Presentation
          20 Jan 2015 January 20, 2015 Lunch Presentation
          20 Jan 2015 Chartered Advisor in Philanthropy Study Groups - GS 849
          15 Jan 2015 Board of Directors Meeting
          06 Dec 2014 December 2014: No Monthly Meeting
          21 Nov 2014 PGRTAZ Marketing Collaborators' Coffee Connections
          18 Nov 2014 November 18, 2014 Lunch Presentation
          13 Nov 2014 Board of Directors Conference Call Meeting
          21 Oct 2014 October 21, 2014 Lunch Presentation
          14 Oct 2014 Leave A Legacy 2014 Regional Workshops
          09 Oct 2014 Board of Directors Conference Call Meeting
          24 Sep 2014 Chartered Advisor in Philanthropy Study Groups - GS 839
          19 Sep 2014 PGRTAZ Marketing Collaborators' Coffee Connections
          16 Sep 2014 September 16, 2014 Lunch Presentation and Shirt Sleeves Sessions
          11 Sep 2014 Board of Directors Conference Call Meeting
          31 Aug 2014 PGRTAZ Membership Discount Coupons
          19 Aug 2014 August 19th Lunch Program
          31 Jul 2014 Board of Directors Meeting
          31 Jul 2014 Board of Directors Meeting
          15 Jul 2014 PGRTAZ Chartered Advisor in Philanthropy - CAP® Informational Session
          03 Jun 2014 20th Annual Summer Forum
          29 May 2014 Board of Directors Meeting
          28 May 2014 Meeting Fees payment after the meeting
          20 May 2014 May 20, 2014-Breakfast Program and Committee Sessions
          09 May 2014 20th Annual Summer Forum Committee Mtg
          22 Apr 2014 Board of Directors Conference Call Meeting
          18 Apr 2014 Meeting Fees payment after the meeting
          15 Apr 2014 April 15, 2014 Lunch Program and Committee Sessions
          11 Apr 2014 20th Annual Summer Forum Committee Mtg
          25 Mar 2014 Board of Directors Conference Call Meeting
          18 Mar 2014 March 18, 2014-Breakfast Program and Committee Sessions
          18 Mar 2014 Meeting Fees payment after the meeting
          14 Mar 2014 20th Annual Summer Forum Committee Mtg
          27 Feb 2014 Board of Directors Conference Call Meeting
          20 Feb 2014 Meeting Fees payment after the meeting
          18 Feb 2014 February 18, 2014 Lunch Program and Committee Sessions
          14 Feb 2014 20th Annual Summer Forum Committee Mtg
          10 Feb 2014 Board of Directors Meeting Conference Call
          21 Jan 2014 January 21, 2014-Breakfast Program and Committee Sessions
          10 Jan 2014 20th Annual Summer Forum Committee Mtg
          07 Jan 2014 Summer Forum Programs Committee Meeting
          10 Dec 2013 Holiday Member Mixer
          09 Dec 2013 20th Annual Summer Forum Committee Mtg
          06 Dec 2013 PGRTAZ Leadership Reception
          19 Nov 2013 Board of Directors Conference Call Meeting
          12 Nov 2013 November 12, 2013 Breakfast Program and Committee Sessions
          11 Nov 2013 20th Annual Summer Forum Committee Mtg
          29 Oct 2013 Board of Directors Meeting
          28 Oct 2013 20th Annual Summer Forum Committee Mtg
          15 Oct 2013 October 15, 2013 Lunch Program and Committee Sessions
          01 Oct 2013 Board of Directors Conference Call Meeting
          17 Sep 2013 PGRTAZ Annual Report and Committee Kick Off Event. Our homage to Genius and Innovation: 99% Perspiration and 1% Inspiration!
          11 Sep 2013 PGRTAZ Board and Committee Member Conference Call
          03 Sep 2013 Board of Directors Conference Call Meeting
          20 Aug 2013 August 20, 2013 Lunch Series
          20 Aug 2013 Board of Directors Meeting
          08 Jul 2013 19th Annual Summer Forum Committee Mtg
          12 Jun 2013 19th Annual Summer Forum
          21 May 2013 Board of Directors Meeting
          21 May 2013 Breakfast Series
          13 May 2013 19th Annual Summer Forum Committee Mtg
          16 Apr 2013 Lunch Series
          16 Apr 2013 Board of Directors Meeting
          08 Apr 2013 19th Annual Summer Forum Committee Mtg
          19 Mar 2013 Board of Directors Meeting
          19 Mar 2013 Breakfast Series
          19 Mar 2013 2013/14 PGRTAZ Board of Directors Nominations Now Open
          11 Mar 2013 19th Annual Summer Forum Committee Mtg
          19 Feb 2013 Board of Directors Meeting
          19 Feb 2013 Lunch Series
          11 Feb 2013 19th Annual Summer Forum Committee Mtg
          15 Jan 2013 Board of Directors Meeting
          15 Jan 2013 Breakfast Series
          14 Jan 2013 19th Annual Summer Forum Committee Mtg
          10 Dec 2012 19th Annual Summer Forum Committee Mtg
          20 Nov 2012 Board of Directors Meeting
          20 Nov 2012 Breakfast Series
          16 Oct 2012 Lunch Series
          16 Oct 2012 Board of Directors Meeting
          18 Sep 2012 Board of Directors Meeting
          18 Sep 2012 Breakfast Series
          21 Aug 2012 Lunch Series
          21 Aug 2012 Board of Directors Meeting
          07 Aug 2012 Board of Directors Retreat
          13 Jun 2012 18th Annual Summer Forum: From Success to Significance
          15 May 2012 Board of Directors Meeting: Breakfast
          15 May 2012 Breakfast Series: Advanced/Technical Planned Giving Track
          17 Apr 2012 Board of Directors Meeting: lunch
          17 Apr 2012 Lunch Series: Basic Planned Giving Track
          20 Mar 2012 Breakfast Series: Advanced/Technical Planned Giving Track
          20 Mar 2012 Board of Directors Meeting: Breakfast
          21 Feb 2012 Board of Directors Meeting: lunch
          21 Feb 2012 Lunch Series: Basic Planned Giving Track
          21 Feb 2012 Call for 2012-2013 PGRTAZ Board Nominations
          17 Jan 2012 18th Annual Summer Forum Committee Jan Mtg
          17 Jan 2012 Board of Directors Meeting: Breakfast
          17 Jan 2012 Breakfast Series: Advanced/Technical Planned Giving Track
          27 Dec 2011 Call for January Website Postings and EBlast submissions
          15 Nov 2011 18th Annual Summer Forum Committee
          15 Nov 2011 Board of Directors Meeting: Breakfast
          15 Nov 2011 Breakfast Series: Advanced/Technical Planned Giving Track
          25 Oct 2011 Call for November Website Postings and EBlast submissions
          18 Oct 2011 18th Annual Summer Forum Committee Oct Mtg
          18 Oct 2011 Lunch Series: Basic Planned Giving Track
          18 Oct 2011 Board of Directors Meeting: lunch
          20 Sep 2011 Breakfast Series: Advanced/Technical Planned Giving Track
          16 Aug 2011 Lunch Series: Basic Planned Giving Track
          29 Jun 2011 18th Annual Summer Forum Committee
          08 Jun 2011 17th Annual Summer Forum: The Business of Giving

          Email Us

          Info@PGRTAZ.org

          Call  Us

          602.840.2900



          Address

          PO Box 4130  Scottsdale, AZ 85261

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