Log in

Formerly known as Planned Giving Round Table of Arizona


Log in

17th Annual Summer Forum: The Business of Giving

  • 08 Jun 2011
  • 7:15 AM - 5:29 PM
  • Phoenix Country Club: 7th St and Thomas Rd


  • Available to current PGRTAZ members and Planned Giving Basic Course enrollees and teams from marketing collaborators
  • Jun 3rd through June 8th
  • After May 19th until June 2nd
  • Available June 3rd through June 8th
  • We are excited to introduce you to the work of the PGRTAZ through our Summer Forum!
  • Available after May 19th through June 2nd

Registration is closed

This years’ theme:  The Business of Giving: Opportunities, Options, and Obstacles is timely and relevant to attorneys, accountants, financial consultants, trust bankers, and fund raising professionals of all levels of expertise.   Our nationally recognized speaker line-up includes not to be missed topics and presenters!

In addition to the opportunities for advancing knowledge, career building and client service skills, attendees of varying disciplines will earn continuing education credit. 

Attorneys, CPA's, and allied financial professionals* may claim up to 5 hours of tax and estate planning technical credits.

Fund raising professionals may qualify for up to 7 hours of CE credit.

All speaker's outlines will be available to all attendees, so the cutting edge information delivered in the break out sessions you can't attend will still be at your fingertips.

Breakfast and lunch keynote presentations will include ample opportunity to speak one to one with our speakers and sponsors, and the wine and cheese wrap up session is great for peer to peer networking, clearing up questions on the days' content, and re-framing your perspective for client awareness before you head back to your office.

Early bird pricing for PGRTAZ members is $125, and $150 for the general professional public.  Early bird rates expire May 18th; don't wait, REGISTER NOW!

Refund Policy:  Full refunds will be available (less 5% for credit card payment registrations) up to 10 business days before the event (May 25th).  50% refunds will be offered from May 26th through June 2nd.  No refunds can be made for cancellations received on/after June 3rd.

*Please note: PGRTAZ is not a registered provider of pre-qualified CE for life insurance professionals.  All professionals should check with their designation requirements for qualified CE before submitting course outlines.  Standard CE requirements such as attendance sheets (with signatures), course outlines for attendees, and a minimum 50 minute learning hour, shall be observed.

Arizona Charitable Gift Planners

  602.840.2900 X1

Powered by Wild Apricot Membership Software