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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. 

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Save The Date!

25th Annual 

  Arizona Planned Giving Conference

May 3, 2019

Phoenix Country Club

Excellent Partnership Opportunities Now Available

Click Here to Partner Now!

Next Program

November 20, 2018

"Tax Free" Roth Conversion?  Combining Tax Deductions with a Taxable Event""


James C. Soft, 

CFP(R), MA, MS

President Emeritus

Planned Giving Specialist

Yellowstone Boys and Girls 

Ranch Foundation


Click Here for a Recap of September Program

Thank You Michael Colbert, CLU, ChFC, CASL, CAP(R)!

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Link, Like and Follow!

                  

Thank You to Our Monthly Program Partners:

      

                         


Membership

Membership Benefits Include

  • Cross disciplinary collaboration
  • Innovative continuing education
  • Professional networking
  • FUN!
Join us now!


Upcoming events


News

Email Us

Info@PGRTAZ.org

Call  Us

602.840.2900



Address

PO Box 4130  Scottsdale, AZ 85261

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