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Formerly known as Planned Giving Round Table of Arizona


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Membership and Collaborator News


  • 17 Nov 2016 3:32 PM | Stephanie Weadock (Administrator)

    Mentorship and the Importance of
    Continuing Education

    Join us to celebrate the 21st Anniversary of the nationally recognized Professional Mentoring program, and honor this year’s program graduates!

    In addition to celebrating the professional growth of our 2016 participants, we are pleased to have as our keynote speaker, Edgar R. Olivo, Hispanic Author, Award-winning Speaker, Business Development Strategist and Corporate Trainer. Edgar will share his insights on the importance of continuing education and self Development.

    When & Where

    Wednesday, December 7

    Time: 11:30am - 1:30pm
    Location: Sheraton Grand Phoenix

                  340 N. 3rd St. Phoenix, AZ 85004


    AFP Member - $30.00

    Nonmember - $45.00

    Click here to register today!

     *On-site registration: $15.00 additional for both members and non-members. AFP encourages you to pre-register for the luncheon prior to the deadline of 12 noon on Tuesday, December 6. If registering on-site the day of the luncheon, please note the cost increase and that the hotel cannot guarantee a meal. ALL No shows will be charged. Thank you for your cooperation.

  • 07 Nov 2016 10:36 AM | Stephanie Weadock (Administrator)


    LIVE WEBINAR: High Net Worth Donors

    The 2016 U.S. Trust® Study of High Net Worth Philanthropy examines giving patterns, priorities and attitudes of America's wealthiest households. Since 2006, this biennial study has been written and researched in partnership with the Indiana University Lilly Family School of Philanthropy. The largest, longest running series of its kind, the study is an important barometer for wealthy donors' charitable engagement and viewpoints, offering valuable insights that inform the strategies of their peers, nonprofit professionals, charitable advisors, and others.

    At the end of this session participants will:

    • Hear the latest data on America's wealthiest donors
    • Be given strategies on how to apply that data to the fundraising needs of their respective nonprofit organizations.

    When & Where

    Tuesday, November 29

    Time: 11:00am - 12:00pm
    Location: Mesa Community College

                  1833 W. Southern Ave., Mesa, AZ 85202
                  Library, 1st floor, Community Room (LB145

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


    AFP Member - $10.00

    Nonmember - $25.00
    *Lunch will be provided

    Click here to register today!

    Generously Sponsored by Sue Gaub, CFRE

  • 03 Nov 2016 3:13 PM | Stephanie Weadock (Administrator)

    SAVE the DATE
    November 30, 2016

    Plan to come join your fellow Planned Giving Professionals for some much needed R & R to bring in the Holiday Season!

    Aunt Chilada's
    7330 N Dreamy Draw Dr, Phoenix, AZ 85020

    Appetizers provided courtesy of McNemar Law Offices

    Cash bar available

  • 03 Nov 2016 3:10 PM | Stephanie Weadock (Administrator)

    Now Accepting Applications for 2017 AFP Mentoring Program Two-Tracks Available!
    For New Professionals and Advanced Track Professionals

    Developed by the Greater Arizona Chapter, this incredible year-long program has been adopted as a model by AFP International. In addition to matching you with an experienced certified (CFRE) professional mentor, the program features educational presentations twice each month, covering all aspects of fundraising knowledge and skills to make yours a successful career. Designed especially for professionals new to the field of fundraising (1-5 years of experience) this program helps you move beyond the basics to learn in detail about:


    The Case for Support, Annual and Monthly Giving, Special Events, Major Gifts, Planned Giving, Volunteer Management, Donor Stewardship, Membership Programs, Capital Campaigns, Making the Ask, Prospect Management and Research, Database Administration, Career Development and more…


    The Advanced program is a resource for experienced development professionals designed to enhance and broaden your knowledge, skills and success in one select aspect of fundraising that is currently not your expertise. This year-long program is oriented toward professionals with 5+ years of fundraising experience, and also matches participants with a certified (CFRE or ACFRE) professional mentor, who helps you through customized skill building and connections to other professionals that enables participants to master their goal, pursue their CFRE and publish a related article.


    Master a certain discipline of fundraising at a low cost; Establish ongoing relationships with other fundraising professionals; Hone a specific skill that is not currently your fundraising expertise; Advance your career.


    Deadline for applications: December 16, 2016. Annual AFP membership required (scholarships are available) is required by January 31, 2017.


    Cost: Tuition $495 due with application (refunded if not enrolled in the program).


    Questions?  Please contact the AFP Mentor Committee Chair, Chris Sar, CFRE at


    Download applications here:


    New Professionals Track

    Advanced Track

  • 02 Nov 2016 3:44 PM | Stephanie Weadock (Administrator)

    Join us in wishing a very Happy Birthday for the month of November to:

    Daphne Grace, AAMS

    John Ferree, J.D.

    Beth Salazar

    Laura Barton

    Kelley Tetzlaff

    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.
  • 28 Oct 2016 10:56 AM | Stephanie Weadock (Administrator)

            Fall Education Seminar

     Re-imagining Your Organization:

    How to Stay Relevant and Thrive in a Changing World

    As Bob Dylan said “Those not busy being born are busy dying”, and organizations are no different.  With the world changing as fast as it is, staying relevant and fresh in your perspective has never been so important. 

    In this four hour interactive workshop, you will:

    • Reach an understanding of the  organizational renewal model – the four step approach that organizations utilize to successfully navigate large scale change.
    • Have the opportunity to think through critical aspects of your organization
    • Look at situations through different lenses
    • Identify potential barriers to moving forward
    • Figure out how to integrate change in your current processes 

    Presenter:  Alicia Mandel, Principal at Medius Advisory Group brings more than 25 years’ experience as a thought leader in change management, leadership coaching, organizational development and workplace culture in HR positions including organizations such as Apollo Education Group and the US Olympic Committee.

    Open Event:  All are welcome!

    WhenFriday, November 18, 2016 8:00 am – noon

    Where:  Ability360 Conference Center, 5025 E. Washington St., Phoenix. Free parking

    Cost:    $75 for Member organizations, $99 for Non-members.  Includes light breakfast to register

  • 20 Oct 2016 2:44 PM | Stephanie Weadock (Administrator)

    National Philanthropy Day

    Join Us for a Unique Education Morning Session:

    Where is the Sector Headed?

    Featuring Keynote Speaker:

    Wednesday, November 9, 2016

    JW Marriott Camelback Inn Scottsdale Resort & Spa

    5402 E. Lincoln Dr.

    Scottsdale, AZ 85253

    Morning Session Registration  9:30 a.m.

    Education Session  10:00 a.m. - 11:30 a.m.

     Morning Workshop:

    Member  - $50.00

    Non-member - $75.00

     This session will look at the trends we face and focus discussion on nontraditional organizations we need to bring into our work, what our boards need if they are to be full and effective partners in a rapidly changing arena, what "scaling" means in our sector, and why as the proven philanthropic practitioners in a space that more and more non-philanthropic organizations are entering, we must not circle the wagons in fear but lead the charge. We must share the ethics, integrity and practices that have proven to be effective - those that have led to this new high in community investment. 

    This session will look at a new road map and discuss whether the sector is willing to make some disruptive changes - and what we as professionals must do to ensure a robust future.

    About Out Speaker

    Kay Sprinkel Grace understands the challenges of 21st century philanthropy as well as its opportunities, and brings her experience from working with countless nonprofit organizations to bear on the current issues affecting donor development, fund raising, outreach, message strategy and volunteerism.

    As principal of her own organization since 1989, her clients include public media, hospitals, universities, arts and cultural organizations, environment and social justice organizations, churches and education, as well as community-based services. A sampling of her recent clients includes KQED; Oregon Public Broadcasting; Sustainable Conservation; On Lok Senior Health Services;, California Pacific Medical Center; AIDS Service Foundation of Orange County; Oakland Symphony; Los Angeles Philharmonic; African-American Shakespeare Company; Barter Theatre; Girl Scouts of Northern California; Population Action International; Futures Without Violence; and others. A goal of her consulting is to mentor and strengthen leaders within organizations to grow their success while achieving their immediate goals.


     Questions? Please call our chapter office at 480-947-3459 or email


    AFP Greater Arizona Chapter

    7375 E. 6th Avenue, #9, Scottsdale, AZ 85251

    P: 480-947-3459 / F: 480-990-1889 /  

  • 13 Oct 2016 11:59 AM | Stephanie Weadock (Administrator)


     LIVE WEBINAR: Building a Holistic Approach to Grant Seeking

    Join Cynthia M. Adams, CEO of GrantStation, and Monique Hanson, Chief Development Officer of NPR, in this fast-paced, information packed webinar on how to build a grant seeking program for your organization. Drawing on decades of experience, our presenters will provide practical advice, suggest processes you may want to adopt, and guide you toward developing a grant seeking program that will change the financial future for your organization.

     At the end of this session participants will understand how:

     To adopt a consistent process for undertaking your grants research

    To determine how to generate a grants strategy for a particular program or project

    When & Where

    Monday, October 24

    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 - $0.00

    Nonmember - $25.00
    Click here to register today!

Arizona Charitable Gift Planners

  602.840.2900 X1

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