Log in




For our current and future partners,

some quick facts about PGRTAZ:

last update:  Oct 2013

Founded in 1989, and affiliated with the Partnership for Philanthropic Planning (formerly the National Committee on Planned Giving), we are the center for advanced planning and gifting discussions and learning in the Greater Phoenix Area.  There is also a PPP affiliate chapter in Southern Arizona.
Membership: 110
Meetings: Every Month, except Dec and July, varying the levels of topics and delivery to serve both our newer planners and professionals, and to provide thought provoking and cutting edge information to our seasoned planners.

The average meeting attendance is 45-55 professionals.
Messaging/Credibility: Partnership funds for monthly programming and the annual Arizona Planned Giving Conference events are not linked to either the program topics, the speakers chosen, or the theme and flow of events.  A committee independently sets the years' calendar ahead.  Membership surveys are conducted after each event, and publicly posted to build a reputation for transparency, consistency, and quality in our philanthropic programming.
Mailing List Our contact list is growing daily.  We regularly reach close to 390 active professionals monthly with an interest in planned giving.
Outreach The PGRTAZ has strategically reached out to targeted allied trade professions and non-profit organizations with visions, missions, and/or purposes aligned with ours.  Our current marketing collaborators effort expands our outreach, when appropriate, to in excess of 7,000 Valley professionals.  We value our strategic alliances with our marketing collaborators, and are working to build expectations that are rational, positive, practical, and deliverable across this voluntary network.
Hallmark Event
Each Spring, the PGRTAZ hosts the Arizona Planned Giving Conference.  This full day conference is run by a volunteer committee, generally taking 8 months of planning and production time.  This event serves as our community offering, purposefully providing a full day of introductory programming as well as extremely high level, thought provoking, and nationally recognized experts and speakers, for 1/2 or less the pricing of conferences of similar quality, variety, and networking engagement.
On Line Commitments and Payment Meeting attendees, Conference registrants, membership renewals, and partnership payments may be transacted directly via this website.
 Visibility The PGRTAZ website, significantly upgraded in 2011, is seeing consistently strong activity.  We monitor via Google Analytics, and are proud to report five years of active website traffic. We are averaging more than 170 visitors monthly, and they are staying on our site for more than 5 minutes per visit.
 Logo Specifications For our partners at levels that provide logo postings and recognition, a high quality photoshop or .jpg format file is requested, no more than 1M in size, along with the appropriate/best website or page to link to (as applicable).
Questions?  Contact our our administrative office at info@pgrtaz.org or call 602-840-2900

Annual Partnership Opportunities

 Lunch Programming (9 meetings):
$500 each
Recognition, Podium Comments, and Speaker introduction at Basic level Breakfast meetings  
 Holiday Mixer Event Partnership
Cheerful Recognition at event and in invitations
 Website Partner (1)   1,500
Prominent Logo/Link Banner on all website pages...link to your single page advertisement if desired
 On Line Membership Directory
 and Job Postings (1)
Your logo/link on our website home page, in the marketing collaborators calendar section2017-18 PGRTAZ PartnerCommitmentv2.pdf  
Membership Brochure  (1) 1,500
Your logo/link on our website sponsor recognition page, thank you recognition with your logo printed in the membership brochure distributed at all events and through marketing collaborators 


Process partnership now, online or contact the administrative office to request an invoice.

info@pgrtaz.org or 602-840-2900

Thank you for your consideration and support of the Planned Giving Round Table of Arizona!

Email Us


Call  Us



PO Box 4130  Scottsdale, AZ 85261

Powered by Wild Apricot Membership Software