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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. 

April 17, 2018 Program Recap

The April 17th luncheon featured a discussion with David Walser, CPA/PFS, on some of the reasons he thinks donor advised funds will become even more valuable in the future. The Tax Reform and Jobs Act of 2017 changed the way many Americans will pay taxes. Specifically, the new tax law increased the standard deduction, and decreased or eliminated certain other deductions. Many non-profit agencies are concerned that these changes could result in fewer Americans getting the tax benefits of charitable giving, and therefore donating less to charity. But Mr. Walser presented some exciting strategies for middle-class families to use donor advised funds to reduce their income tax burden while maintaining, or even increasing, their charitable contributions.  

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Next Event  

24th Annual Arizona Planned Giving Conference

May 30, 2018

Desert Willow Conference Center

Keynote Speakers

Russell James III, Ph.D., J.D., CFP®

Bryan Clontz, CFP®, CLU, ChFC, CAP, AEP

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  • Cross disciplinary collaboration
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PO Box 4130  Scottsdale, AZ 85261

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