PGRTAZ Purpose

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. 

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Next Meeting

Tuesday, January 16, 2018

"Recent Developments and Considerations for the Wealth Transfer Advisor"

Jean Y. Kim-Wall, JD/MBT, CFP(R)

This presentation will provide an overview of current trends in philanthropy and recent developments in the philanthropic area from 2017. We will also go through certain provisions of the "Tax Cuts and Jobs Act" and it's potential impact on philanthropic giving.

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Membership Benefits Include

  • Cross disciplinary collaboration
  • Innovative continuing education
  • Professional networking
  • FUN!
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PO Box 4130  Scottsdale, AZ 85261

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