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Membership and Collaborator News

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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:


                               

                    




  


  • 09 May 2014 12:52 PM | Deleted user
    Development Officer:  Valley of the Sun United Way
    Job Description and Information
    Posted Date:  May 9, 2014
  • 18 Jun 2013 11:27 AM | Stephanie Weadock (Administrator)
    Tiffany Coggeshall:  Be Fit to Drive Package

    Susan Combe:  Biltmore 2 night stay package

    Kimberly Feng: Hyatt Regency 2 night stay package

    Claudia Cucitro:  Riverside Resort, Laughlin two night stay package

    Timothy D:  Arizona Cardinals Autographed Football package

    Dave McConachie: Phoenix Suns Autographed Basketball package

    Ed Knight:  Diamondback tickets

    Steve Brock:  Custom Made Necklace

    Jackie Palmenberg:  50/50 Raffle-$250

    Carol Chamberlin:  Passport to Prizes-IPAD 

  • 04 Jun 2013 10:39 AM | Anonymous
    Gateway to Impact attendance is on pace with last year, and has the potential to reach 200 attendees.  More than 150 people have already signed up for our June 12th conference....if you haven't signed up yet, do so soon!

    In addition to bringing back the Community Lounge with its coffee house atmosphere for meeting and greeting speakers, sponsors, and attendees, the Passport to Prizes is back!  Meet and greet our sponsors and have the potential to take home an Apple IPAD.

    We've raised the bar yet again...with the addition of on-site social media bloggers in the Community Lounge, and the opportunity to "step and be greeted" on our own version of the Red Carpet.  So, come prepared to be interviewed by Ms Arizona about your organization, and tell your thoughts and experiences to our bloggers throughout the day...you never know what the added visibility might bring for philanthropy in Arizona!
  • 08 May 2013 6:01 PM | Anonymous

    PGRTAZ and the Summer Forum Committee is proud to bring Dr. Susan Raymond back to the Arizona community. PGRTAZ has a reputation for bringing innovative, unusual, thought provoking and practical/useful presenters to our stage.  While we were searching for this years' answer to those objectives, Dr. Raymond's name topped the charts.



    Dr. Raymond will be working hard for us on event day, including her closing plenary session, and three breakout sessions. Attendees new to planned giving will benefit from her hands on morning session, illustrating how changing demographics are rapidly altering the situations we may face on any given day in the workplace

    Leadership track professionals: strap yourselves in for a quite a ride in the afternoon as Dr. Raymond first gives you a glimpse of what the near, and not so near, future looks like for philanthropy, and then shows how to face and overcome the significant differences between current organizational leaders and the emerging group of new leaders...different in education, approach, communication, and motivation.

    We are so grateful to our sponsors for helping us bring Dr. Raymond here.  We spoke with Kristi Bell, of Bell & Associates
    and gathered their comments about their decision to sponsor our Forum:

    “We first connected with Arizona Community Foundation (ACF) approximately two years ago through a relationship with a financial advisor. The advisor had a client that was looking to leave a portion of his estate to a charity using gifting strategies with a life insurance product. With certain resources available through ACF and our expertise in the insurance field we were able to ultimately benefit both the client and the charitable organization. It was a wonderful feeling that we were able to get this accomplished and use the experience to aid future cases with similar charitably inclined clients.

    When an opportunity came last year to be a sponsor of the Summer Forum we were excited to support the organization’s mission. Partnering with ACF, in conjunction with the Planned Giving Roundtable (PGRTAZ) was a great way to meet and help advisors as they work to meet their clients goals. We are happy to be a sponsor again and look forward to the future as the Summer Forum continues to grow.”

    Last years' Summer Forum brought together just shy of 200 planners, and received rave reviews for professional programming, event production, and innovative conference featuresThis years' Summer Forum is expected to draw 200 plus planners, and again raise the bar for a full day learning, networking, and motivating experiences.

  • 08 May 2013 5:58 PM | Anonymous
    PGRTAZ and the Summer Forum Committee are pleased to present Nell Edgington to the Arizona community.  Nell is the president of Social Velocity, a consulting firm based in Austin, Texas.  Her innovative and forward thinking blogs have captured a national audience, and her list of speaking credits and thoughtful approach to funding non-profit endeavors make us certain she is a rising star, and someone to watch in this industry.

    Nell will be speaking throughout the day, first as our kick off plenary presenter on "The Power of a Theory of Change", and then with two Leadership Track back to back breakout sessions focused on developing robust funding plans for our nonprofits.  Nell will finish the day by participating in a forward looking panel discussion about where the philanthropic sector is headed. If you are a Non Profit CFO, CEO, Executive Director, Development Director, or a Non Profit funder, you will definitely want to be in Nell's sessions!

    We are so grateful to our sponsors for helping us bring Nell here...and very glad to know they value our efforts as much as we value them.  We spoke with Allison Gee,
    an Accredited Senior Appraiser in Fine Arts, and a returning Summer Forum sponsor, and gathered her comments on supporting our Forum:

    "I am continuously working with my clients to ensure that they are active participants in the journey of their art collections. These clients share my belief that they are not the owners of the art; rather, they are custodians who will leave the paintings and sculptures for another generation to be enlightened, inspired, calmed, sometimes even shocked, and always enriched by the art.

    Through astute gift and estate planning with a seasoned team of professionals working together, collectors can realize their philanthropic goals in a manner that also provides for their families.

    The Planned Giving Round Table of Arizona Summer Forum brings together a wealth of professionals to share and explore the ideas and services that we can offer to our clients. As a strong supporter of the arts, I am honored to sponsor the 2013 Summer Forum."

    Limited sponsorship positions remain available. Contact the PGRTAZ office for further information.   Event registration is open on our website through June 11th, with the best pricing available before May 24th.

    Last years' Summer Forum brought together just shy of 200 planners, and received rave reviews for the professional programming, event production, and innovative conference featuresThis years' Summer Forum is expected to draw 200 plus planners, and again raise the bar for a full day learning, networking, and motivating experience.
  • 08 May 2013 5:57 PM | Anonymous

    PGRTAZ and the Summer Forum Committee are proud to bring Ramsay Slugg back to the Arizona community.  Ramsay spoke to us in 2007, and wowed our audience so much we brought him back in 2008.  Our program committee agreed it has been too long!

    Ramsay will present twice on event day, first as our luncheon plenary presenter on the recently released "High Net Worth Study", and then he will be rolling out a brand new breakout session - soon to go to a national audience - focused on "Reorganizing the Family Philanthropy".

    We are so grateful to our sponsors for helping us bring Ramsay here...and very glad to know they value our efforts as much as we value them.  We spoke with Deborah Whitehurst, a past PGRTAZ president and currently a Senior Consultant with the Phoenix Philanthropy Group,
    and gathered her comments about their decision to sponsor our Forum:

    "The Planned Giving Roundtable Summer Forum brings together innovative speakers on the nonprofit sector with Central Arizona nonprofit leaders and professional advisors.  It is a fabulous opportunity for learning, sharing and networking. 

    The Phoenix Philanthropy Group is a proud sponsor of this year’s Summer Forum – it is a great fit with our mission to partner with organizations to build the strategies and resources to optimize their impact on our global society.”

    Limited sponsorship positions remain available. Contact the PGRTAZ office for further information.   Event registration is open on our website through June 11th, with the best pricing available before May 20th.

    Last years' Summer Forum brought together just shy of 200 planners, and received rave reviews for the professional programming, event production, and innovative conference featuresThis years' Summer Forum is expected to draw 200 plus planners, and again raise the bar for a full day learning, networking, and motivating experience.
  • 29 Apr 2013 11:30 AM | Anonymous
    Many thanks to Carrie Kinnear and the Arizona Endowment Building Initiative, as well as our PGRTAZ board of directors, for stepping forward to fund a Plenary Session this June!

    Their leadership brings our Summer Forum event to a great position as we enter into the event marketing and production phase...only 4 breakout sessions remain available, and a small assortment of other options including our proceedings booklets, our AV support system, or our advertiser/attendee options.

    Welcome to the sponsorship team, Carrie...we'll be getting your logo posted as soon as we can!
  • 10 Apr 2013 6:36 PM | Anonymous
    We love our marketing collaborators, who help us spread the word about our big event, and help us build robust and interesting educational events for our members by sharing their news with us for our members.

    The Summer Forum program is in place, and now through April 30th, our marketing collaborator's members can seek out their own 4 somes....and buy a 4 pak for $440.

    When purchased individually, the lowest price to attend is $125, some coming together on your purchase decision saves everyone $15.

    Interested?  Call Stephanie at 602-840-2900, or e-mail info@PGRTAZ.org, for the coupon code.  Identify which marketing collaborator you are a member of, and ask for the 4pak coupon!

  • 18 Mar 2013 5:22 PM | Anonymous
    The Summer Forum Committee is very excited to announce our Keynote presenters for the June 12th, 2013 event: Gateway to Impact.

    Nell Edgington is the president of Social Velocity, and comes to us from Austin, Texas.  Nell is highly recommended and gaining a national following for her both blog site and commentary, as well as her practical approach to meeting the financial needs of the non-profit sector.

    Dr. Susan Raymond comes to us from Washington DC, through Changing our World.  This remarkable author and presenter has wowed audiences in Arizona before...albeit many years ago...and comes highly recommended for her thought provoking approach to teaching and coaching.  Internationally recognized, we welcome you back to Arizona, Dr. Raymond!

    Ramsay Slugg comes to us from Dallas, Texas, and will share his thoughts and the implications for development professionals from a critical base of research material that he was instrumental in initiating:  Study of High Net Worth Philanthropy.

    The program offerings throughout the day include additional insights during more intimate and interactive breakout sessions with each of our keynote presenters.
  • 29 Jan 2013 11:15 AM | Anonymous
    2012 Summer Forum attendees received tremendous value from the Goodman's Community Lounge!  Goodman's is at it again, supporting our philanthropic community with their "Eye on the Good Guy" program.

    Don't miss this opportunity to enhance your professional collaborative physical office space...send in your nominees NOW!

    For more information, visit this link.

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