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Formerly known as Planned Giving Round Table of Arizona

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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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30th Annual Conference

May 19, 2023

Desert Willow Conference Center


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AZCPG Mission      

Educate, motivate, and empower our community to collectively promote and facilitate charitable gift planning.

AZCPG Vision          

We envision an enriched community where leaving a legacy through charitable gift planning the social norm. 

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Next Program

Tuesday, March 21, 2023

Check In: 11:15am

Program: 12:00pm-1:00pm

''Attracting, Recruiting, and Retaining Gift Planning Professionals"


Jackie W. Franey, CPGS, CAP(R) 

Director of Gift Planning Fundraising

The Nature Conservancy

Attracting, recruiting and retaining gift planning professionals is one of the most important elements in establishing and building a successful gift planning program. It can be a daunting process for small organizations just starting out and a challenge for well-established programs to retain the most talented and productive fundraisers. How can you ensure attracting candidates with diverse perspectives that can elevate your organization’s fundraising culture?  This session will focus on key steps when recruiting staff, the critical metrics and expectations for retaining talent, and strategies for nurturing fundraising staff.  Practical tips and tools will be shared based on the speaker’s three decades in gift planning: building, managing and nurturing gift planning programs. This session will be valuable for both attendees seeking to start or expand their gift planning program and those wishing to expand their own professional development.

Click Here to Register Today!

Program is Approved for one (1) PT   CE Credit


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.

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PO Box 4130  Scottsdale, AZ 85261

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