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Formerly known as Planned Giving Round Table of Arizona


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PGRTAZ Chartered Advisor in Philanthropy - CAP® Informational Session

  • 15 Jul 2014
  • 9:00 AM
  • The Henry: 4455 E Camelback Road Phoenix AZ 85018


Registration is closed

The Planned Giving Round Table of Arizona invites you to come join a group of interested colleagues to discuss the program, content and potential study group to succeed in achieving the CAP® certification.

Where:             The Henry
4455 E. Camelback Road
Phoenix Arizona 85018

When:             Tuesday, July 15th at 9am

Please register to attend this informative session so we can ensure space availability.

What CAP® Can Do for You

  • The Chartered Advisor in Philanthropy® (CAP®) provides you with the knowledge and tools you need to help clients articulate and advance their highest aspirations for self, family, and society.
  • Put your ideals to work
  • Leverage your "heart" for giving by learning a process that subordinates estate planning and financial planning to meaning, purpose, and positive social impact
  • Acquire a seat at the planning table when clients or donors make their legacy plans and their ultimate gift
  • Become the sought-after trusted advisor of your community's highest capacity donors and clients
  • Serve as the "link" between the client's or donor's aspirations and their technical planning team

Who takes CAP®?

Over 500 professionals from many disciplines have taken CAP®. These professionals include:

  • Attorneys
  • CPAs
  • Development officers
  • Planned giving officers
  • Financial planners/wealth advisors
  • Insurance professionals
  • Philanthropic advisors in family offices
  • Philanthropic advisors working with wealthy families on strategic grant-making

Bring your computer or IPAD and discuss with  current PGRTAZ members whom are already registered for CAP® and will provide their insight.

Russell S. Goldstein, CFP®

2014/15 PGRTAZ President

Arizona Charitable Gift Planners

  602.840.2900 X1

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