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Formerly known as Planned Giving Round Table of Arizona


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PGRTAZ Chartered Advisor in Philanthropy - CAP® GS 859 Study Groups

  • 09 Jul 2015
  • 8:00 AM - 9:30 AM
  • Arizona Community Foundation: 2201 E Camelback Road #405B


Registration is closed

The Planned Giving Round Table of Arizona invites you to  join a group colleagues for study group sessions to succeed in achieving the CAP® certification.

Where:           Arizona Community Foundation

When:            GS 859 Course Tentative Start Date: 

                      July 9, 2015 (date changed from 7/2)

Please note your interest by registering and we will

forward you contact information to the facilitator for direct

follow up.

Please access the full announcement and links provided

to review course requirements, enrollment information,

and tuition fees.

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

Russell S. Goldstein, CFP®

2014/15 PGRTAZ President

Arizona Charitable Gift Planners

  602.840.2900 X1

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