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Program Line Up Confirmed!

Registration Now Open!

Partnership Opportunities Available!

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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 Event

February 18, 2020

11:15am-1:00pm

"Legal Ethics Considerations in Estate Planning"


 

  Lynda C. Shelly

 Owner/Attorney

 The Shely Firm, PC




This program will cover frequent legal ethics considerations for lawyers (and people who work with lawyers) relevant to planned giving situations including:

·         When must a lawyer disclose an 

       affiliation with a nonprofit

·         Conflicts of Interest waivers that 

       must be in writing

·         Why drafting a trust and serving as

       trustee may be a conflict

·         Ethical duties owed to beneficiaries

·         Most common malpractice claims in

      estate planning

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Thank You to Our 2019/2020 Monthly Program Partners:

           

                        

                                  

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Individuals can contribute monetarily to the effort of moving PGRTAZ's mission and vision forward by contributing through PGRTAZ's partnership with the Thunderbird's Birdies for Charity. 

  

Click here to review complete program information and directions for pledging your support.

           Your support is truly appreciated!!

   


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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Upcoming events

Email Us

Info@PGRTAZ.org

Call  Us

602.840.2900



Address

PO Box 4130  Scottsdale, AZ 85261

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