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PGRTAZ - What? Where? How? Who? Why? Why Now? 

PGRTAZ Mission      

Educate, motivate, and empower our community to collectively promote and facilitate planned giving.

PGRTAZ Vision          

We envision an enriched community where leaving a legacy through planned giving is the social norm. 

Meet Our Board: 2020/2021
 Serving you from
July 1st through June 30th

 President Judith Smith
 Vice President Brad Harris
 Secretary Margaret Stephens-Reed
 TreasurerCynthia Bozik
 Past President  Tiffany House
 At large:  
 Diane Jezek Powell
 At large:  
Randy Huston
 At large:
Troy McNemar
 At large:
 Beth Salazar
 At large: Brion Crum
 At large:  Bridgett Costello
 At large: Lori Shepherd
 At large: Alan Davidson
 At large: Alan Knobloch

Thank you all for sharing your time, talent, resources, and passion to build a better Arizona!

Programs are generally held at noon on the third Tuesday of each month 


Monthly meetings feature a mix of:

  • In-depth presentations of advanced concepts and timely topics frequently given by nationally recognized experts and speakers.
  • "Planned Giving 101" format.  Each session provides useful knowledge and skills that can be put to immediate use.

In most cases, programs are expected to qualify for professional continuing education credits. Speakers are required to supply a comprehensive outline; attendance is kept on record, and in all sessions, questions and attendee interaction with presenters is encouraged. However, the Planned Giving Round Table of Arizona does not pre-certify its programs with professional organizations that require advance approval for CE.

Meet Our Staff:

Administrative services provided by: Premium Organization
Ph:  602-840-2900
Fx:  480-922-5283
e-mail:  info@PGRTAZ.org

Mailing Address:  PO Box 4130, Scottsdale, AZ  85261
Delivery Address: 4248 N Craftsman Court Scottsdale AZ  85258

Administrative Director: Stephanie Weadock
Bookkeeper: Laurel Frisbie
Leadership and Board Services: Melissa Kemp  


The Planned Giving Round Table of Arizona (PGRTAZ) is an Arizona non-profit 501(c)(3) organization, committed to developing an interdisciplinary network of knowledgeable estate, tax, financial, legal, and fund raising professionals in AZ. 

Our organization is impacting the quality of life in our community and our legacy will result in a better future for our children.  What are you doing in your professional practice?  Want to know more about us?

The collective work of the professionals in our network powerfully impacts our state by promoting philanthropy through major gifts and planned gifts, and helping mission driven organizations connect with their support base in meaningful and uplifting ways.

In Arizona, the Planned Giving Round Table is responsible for bringing you Leave a Legacy (R), for representing the voice of the Partnership for Philanthropic Planning (our national parent organization), and for hosting and leading the only forum entirely dedicated to financial, legal, tax, or fundraising professionals who want to harness the power of planned giving strategies for their clients and donors.

We believe the impact and the planning opportunities for strategic gifting (charitable and non-charitable) have never been greater.  Join us Now!



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PO Box 4130  Scottsdale, AZ 85261

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