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Formerly known as Planned Giving Round Table of Arizona

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Click on Lori's image below to hear a message from the membership committee!

For the annual membership dues of just $175.00, receive $685 in value, plus the ability to save an additional $30.00 when selecting to  purchase pre-paid meetings with your annual membership.

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and to Process Your Membership Today!



May 19, 2023

Desert Willow Conference Center


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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 Program

Tuesday, February 21, 2023

Check-In 11:15AM

Program 12PM - 1PM

'' Improving Your Revocable Deferred Giving Effort Through an Enhanced Resource Toolkit"

Jason James Shuba, JD

Director of Gift Planning

      University of Illinois Foundation 

Following this session, you will be better able to:

1. Gather the right internal data, resources, and stakeholders for successful toolkit planning

2. Select and craft the appropriate toolkit components based on your shop's counting policies and gift officer needs

3. Effectively roll-out your new toolkit                  


Support the work of PGRTAZ through this annual fundraiser!


Simply pledge one cent or more for every birdie that will be made by the PGA TOUR players, Thursday through Sunday of the 2023 WM Phoenix Open.

It’s estimated approximately 1,500 birdies will be made. (1 cent = $15)

Click Here to Pledge Today!

Thank You to Our 2022/2023 Season Partners:


             Beth Salazar, CAP(R)      



 Russell Bucklew, CAP(R), JD

Brad Harris, CAP(R), CFRE

John Moore, CKA, CIMA, CAP(R)

Susan Waschler, CFRE


Membership Make Up

  • Planned giving officers
  • Major gifts officers
  • Directors of Development
  • Nonprofit CEOs and Executive Directors
  • Nonprofit board members and trustees
  • Volunteers and donors
  • Fundraising consultants
  • Attorneys
  • Accountants
  • Financial planners
  • Elder Care Specialists
  • Business Brokers
  • Trust officers
  • Insurance and real estate professionals
  • Other financial services professionals and donor advisors
Members are committed to better serving their donors and clients by helping them to make charitable gifts that are well planned both
financially and philanthropically.

Click to Join Us Now!

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PO Box 4130  Scottsdale, AZ 85261

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