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Formerly known as Planned Giving Round Table of Arizona


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November 21, 2017 Lunch Presentation

  • 21 Nov 2017
  • 11:15 AM - 1:30 PM
  • Phoenix Country Club: 2901 N 7th Street Phoenix AZ


  • This option is available for those attending our monthly educational meetings for the first time. Obtain a registration registration code by emailing or calling 602-840-2900
  • Current PGRTAZ Members-adding a guest to member registration is noted at the first time guest fee; if your guest is not a first time guest, please register them as a stand alone guest at the repeat guest registration level/fee.
  • Registrations received after timely RSVP deadline of noon the Thursday prior to the event

Registration is closed

"The Journey"

Adele Dietrich, CAP(R)
  Legacy Giving Officer
  Phoenix Rescue Mission

The presentation will explore how a legacy cultivation plan comes into existence. It is much more than hand-written notes to donors and invitations to events. What do you need to know about your organization’s history with legacy gifts? What role does the finance office play? Is the Major Gift pipeline your best source of prospects? What does your Donor Care team do to make this work? What do the professional advisors actually do?  This is a boat that we are building as we sail. Come hear the tale of Phoenix Rescue Mission’s Cultivation Journey.


Please note:  Members  who can not attend, now have the ability to send a substitute in their place at the member registration level.

11:15am Registration

11:30am Lunch

12:00pm:  Presentation

1:00pm:  Adjourn

We encourage members and non members who have attended before to invite a first time guest.  New this season, a reduced first time guest fee of $35.00 is being offered.  Please email or call 602-840-2900 for the first time guest registration code.

Many Thanks to our Lunch Sponsor!


Last minute cancellations:  If you find you cannot attend, an e-mail to gives us an idea of how many extra seats we may have for those arriving "at the door".

Attending At the Door?  Here's more information.......

Arizona Charitable Gift Planners

  602.840.2900 X1

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