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Membership and Collaborator News

Tell us what you think! 

We are excited for this years' PGRTAZ calendar of programs and marketing and education collaborators...a HUGE THANK you to the organizations who have agreed to partner with PGRTAZ for marketing collaborations:




  • 07 Jul 2016 2:27 PM | Stephanie Weadock (Administrator)
    Join us in wishing a very Happy Birthday for the month of July to:

    Amber Manns

    Beth Haugen

    Nancy Gerald

    How, you may ask yourself, do we know this? Completed information in the membership profiles.  Completing all fields in your profile could get you birthday recognition, and possible other little perks..........We don't need the year you were born, just the month.
  • 07 Jul 2016 10:37 AM | Stephanie Weadock (Administrator)

    Excellent Partnership Opportunity to Educate, Motivate and Empower our Community to Collectively Promote and Facilitate Planned Giving !

    Partnership provides the following:

    • The ability for the Planned Giving Round Table of Arizona to:
    • provide quality education and information to our community to collectively promote and facilitate planned giving
    • enrich a community where leaving a legacy through planned giving is the social norm
    • provide an appealing, multi-functional and user friendly website
    • provide member organization exposure and resources
    • provide collateral re: organization and membership information

    Partnership options:

    Monthly Education Seminars: ($500 Each)

    PGRTAZ Website through June 2017 ($1,500)

    On Line Membership Directory and Job Postings through June 2017 ($750)

    2016/17 Hard Copy Membership Brochure ($1,500)

    We welcome the opportunity to discuss partnership.

    Please contact Stephanie at 602-840-2900 or email info@pgrtaz.org.


    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.

  • 07 Jul 2016 10:11 AM | Stephanie Weadock (Administrator)

    Friday, July 22
    10:30a.m. - 11:45a.m.


    Sixteen Simple Stewardship Secrets

    Brian Bateman, MA, Founder and President, GiftPro Consulting

    You are invited to this session designed specifically for gift professionals that are still learning regardless of your gift goal. You will receive 3 practical handouts crafted specifically for the workshop.  Learn to create mutually beneficial relationships with donors of all amounts!  Get the 16 straightforward and effective strategies that you can integrate today.  Forge closer bonds.  Set yourself apart.  Say thanks creatively.  Share the credit.  Delight the donor.  Love'em up one at a time.  Cultivate future gifts.  Free food, prizes and other gratuitous tactics will encourage your active participation.

    Revelations from a Data Maven

    Diana Hoyt, President, Heritage Designs

    Can your database really help you raise more money? The expert opinion is that it depends on a number of factors. Understanding these factors and the difference they can make is huge for any organization. Having a database that raises money requires strategical thinking, planning and rigorous implementation. Whether your database is small or large, clean or messy, making the data work for you is critical. Spend 75 minutes and walk away with a plan to create a remarkable database.

    A Fresh Look at Sponsorships

    Tina Lopez, Chief Development Officer, Save the Family Foundation of Arizona

    As corporations shift focus and are moving away from supporting Event Sponsorships, how does your organization navigate around these challenges?  A Fresh Look at Sponsorships is an interactive panel discussion with experienced nonprofit and corporate leaders on new and fresh ideas on how to secure sponsorships and make your fundraising event a success.

    Click here for more sessions!

    When & Where

    July 21 - 22, 2016

    Where: Carefree Resort & Conference Center

               37220 N. Mule Train Rd., Carefree, AZ 85377


    Member - $275

    Partner* - $300

    Non-member - $325

    Single Day Rates
    July 21st

    Member - $165  

    Partner* - $180

    Non-member - $195

    July 22nd

    Member - $110      

    Partner* - $120      

    Non-member - $130

    * Partner rates are reserved for members of the Alliance of Arizona Nonprofits and the Planned Giving Round Table of Arizona.

      CLICK HERE for more information and to register!



    Carefree Resort & Conference Center

    37220 Mule Train Road

    Carefree, AZ  85377



  • 01 Jul 2016 2:37 PM | Stephanie Weadock (Administrator)
     A huge THANK YOU to the PGRTAZ membership for casting your vote for your 2016/2017 Board of Directors.

    The 2016/2017 board of directors was approved by a majority vote of the membership in favor of the recommended slate.

    Please join us in welcoming:

     President Troy McNemar
     McNemar Law Office, P.C.
    Vice President
     Tiffany House
     MasterTech Financial
     Secretary  Michael Colbert
     MassMutual Arizona
     Treasurer  Beth Salazar
     Past President
     Russell Goldstein
    U.S. Trust, Bank of America
     Director  Nicole Powers
     Make-A-Wish(R) America
     Director  Ron Wilson
     Morris Hall, PLLC
     Director  Peter Liefer
     Director  Bruce Weber
     Greater Boards
     Director  Diane Jezek-Powell
     Gompers Habilitation Center
     Director  Joyce Melter
     Arizona Humane Society
     Director  Judith Pillon
     ASU Foundation

  • 30 Jun 2016 8:58 AM | Stephanie Weadock (Administrator)

    August Brown Bag Lunch & Learn

    The Basics of Social Enterprise

    Today’s social service marketplace is increasing complex.  The regulatory environment is constantly changing, and government support continues to shrink. There are limits on how high fees can be raised.  The philanthropic market is increasingly competitive.  At the same time, you must serve more families in need!  

    In the right situation social enterprise can add value to your organization and your community while positively impacting your bottom line.

    Social enterprises are businesses whose primary purpose is the common good.  They use methods and disciplines of business and the power of the marketplace to advance their social, environmental, and human service agendas and positively impact their financial bottom line.  

    Learn how your nonprofit organization can evaluate if social enterprise is the right option for you and hear from the experiences of your peers.

    Participants will learn:

    • How do you develop a social enterprise program?
    • How do you implement a social enterprise?
    • How do you evaluate its effectiveness?
    • How do you help it to grow?
    • How do you create a dialog for your organization to consider if the time is right to create a Social Enterprise?
    • Who should attend: Any organization considering entering into the social enterprise arena.

    When & Where

    Wednesday, August 10

    Meet & Greet: 11:00am – 11:30am

    Presentation: 11:30pm – 12:30pm

    Location: Child Crisis Arizona

                  817 N Country Club Dr, Mesa, AZ 85201

    Cost:  AFP Members - Free

             Nonmembers - $15

    Don't Forget to Bring Your Lunch!

    Register today!


    Cancellation and Refund Policy

    Cancellations and Refund requests must be received in writing to admin@afpaz.org 72 hours prior to an event. No refunds will be issued within 72 hours of the event. All no-shows will be charged and/or invoiced.

  • 29 Jun 2016 12:44 PM | Stephanie Weadock (Administrator)

    Strategic Doing - Making Plans That Impact

    Tired of talking about strategic planning and ready to move on to the next step? Learn how to transform that strategic plan that sits on your bookshelf into something you'll actually use. Through this session, learn how to simplify the strategic planning process so that your organization can finally focus on action and impact.

     Through this session, participants will:

    • Explore the idea of strategic planning for impact
    • Learn how to develop measurable goals and track progress
    • Discover the importance of continuous improvement
    • Develop practical application for everyday success

     Thanks to Sue Gaub, CFRE, Chapter Past President for sponsoring the July webinar.

    When & Where

    Wednesday, July 27

    Time: 10:00am - 11:00am

    Location: Halle Heart Children’s Museum

                  2929 S. 48th St., Tempe, AZ 85282


    *Please note the webinar is not available for remote participation.


    AFP Member - Free

    Nonmember - $25.00
    Click here to register today!

  • 29 Jun 2016 12:42 PM | Stephanie Weadock (Administrator)

    [Special Offer] Conference Registration and National Membership, Combined! 


    We'd like nothing more than to add value to your career by offering access to one of the largest networks of professionals in charitable gift planning AND the opportunity to attend the National Conference on Philanthropic Planning, NCPP, for a lower rate

    Find out how much you can save with a PPP membership AND NCPP registration>>

  • 22 Jun 2016 10:32 AM | Stephanie Weadock (Administrator)
     Arizona Community Foundation

    Join us for Planned Giving 200 series


    Gain knowledge to build endowment

    The Planned Giving 200 series helps development staff of nonprofit organizations build on the knowledge of Planned Giving Basics and enhance their understanding of endowment building and engaging donors in legacy giving. Over three lunch-and-learn sessions, participants will learn about complex gifts like real estate and life insurance, using data and research to inform your planned giving strategy and how to approach the sensitive conversation of legacy giving with potential donors.



    Tuesday, July 13

    10:30 a.m. to 2:00 p.m.


    Debi Bisgrove Community Philanthropy Center at ACF

    2201 E. Camelback Road, Suite 405B, Phoenix

    RSVP online



    Tuesday, July 19

    10:30 a.m. to 2:00 p.m.


    Debi Bisgrove Community Philanthropy Center at ACF

    2201 E. Camelback Road, Suite 405B, Phoenix

    RSVP online



    Friday, August 19

    Noon to 3:30 p.m.


    Debi Bisgrove Community Philanthropy Center at ACF

    2201 E. Camelback Road, Suite 405B, Phoenix

    RSVP online

    Learn More

  • 21 Jun 2016 2:13 PM | Stephanie Weadock (Administrator)

    Join YNPN Phoenix for an evening of great discussion led by Mr. Neil Giuliano, President and CEO of Greater Phoenix Leadership. Mr. Giuliano will be sharing his personal journey of becoming a thought leader in our sector, as well as tips and advice for you to take on your own journey.

    One lucky attendee will also receive a copy of Mr. Giuliano’s book, The Campaign Within: A Mayor’s Private Journey to Public Leadership. Don't miss out! 


     Having difficulty registering? Meet us at the door and we'll get you set up.

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