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Formerly known as Planned Giving Round Table of Arizona


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18th Annual Summer Forum: From Success to Significance

  • 13 Jun 2012
  • 7:15 AM - 5:29 PM
  • Phoenix Country Club: 7th St and Thomas Rd MEMBERS-please log into website FIRST to register for event


  • Available June 8 through June 13

Registration is closed

This years’ theme, From Success to Significance, is timely and relevant as our national elections move into high gear, and our current tax environment is scheduled to sunset Dec 31, 2012.  Our nationally recognized speaker line-up includes not to be missed topics and presenters, designed to educate, stimulate, and motivate you!

Educational content will be useful to attorneys, accountants, financial consultants, trust bankers, non-profit executives, current and future philanthropists, board members, non-profit executive staff, appraisers, and fund-raising professionals of all levels of expertise.

In addition to the opportunities for client and donor development, leadership development and philanthropic acumen, career building and client service skills, attendees of varying disciplines will advance their knowledge while they 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 6 hours of CE credit.

All speaker's outlines will be available to all attendees, so even 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.

Refund Policy: 

Full refunds will be available (less 5% for credit card payment registrations) through May 25th. 

50% refunds will be offered May 26th through June 7th (when we go to print with conference proceedings) . 

No refunds can be made for cancellations received on/after 5 pm, June 7th, as our event logistics and equipment rentals will be in process, however, substitute attendees are encouraged!

*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, course outlines for attendees, and a minimum 50 minute learning hour, shall be observed.

Arizona Charitable Gift Planners

  602.840.2900 X1

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