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Events and Registration

Every month of every year, our consistent forums for your continuing education and inspiration

are made possible through the generous support of a local partner. 


Online credit card registration payments will be accepted no sooner than 90 days prior to each event.  Check and cash payments are accepted anytime.

Refund Policy:  A full refund of registration fees will be provided if cancellation of the registration is reported to the administrative office in writing (info@pgrtaz.org or 602-840-2900) prior to the RSVP deadline, generally the Thursday prior to the event, or as noted in each event details posting.  Registration fees will be payable if cancellation not received as noted above for pending registrations/no shows.

(Please note:  This refund policy does not apply to the annual Planned Giving Conference event.  Refund policy for this event will be specific to this event and is noted in the details of the event posting)


 

Upcoming events

    • 27 Sep 2022
    • 4:00 PM - 6:00 PM
    • O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
    • 14
    Register


    In Person Happy Hour

     

    10810 N. Tatum Blvd, Phoenix

    4:00-6:00 pm

    Open to all members, supporters and guests of

    Planned Giving Round Table of Arizona

    Appetizers and a beverage provided

    Be sure to register your attendance so we know who to welcome

    Huge THANK YOU to this Happy Hour's Partner



    • 11 Oct 2022
    • 4:00 PM - 5:00 PM
    • Virtual
    • 10


    Topic Details to Follow

      • Office Hours is a virtual meeting which will feature one or two presenters and be hosted by a PGRTAZ board member or committee member.
      • Participants will be limited to 8 in order to encourage discussion and Q&A.
      • During the 2022-2023 program year, PGRTAZ will offer an Office Hours session on the first Tuesday of selected months at 4pm on these dates: September 13th, October 11th, February 14th and March 14th.
      • PGRTAZ members will participate without a fee and will have first opportunity to register. 
      • If space is available after member registration period, one week prior to the event, non-members may register for a $10 fee.
      • Sessions will be one hour long and presentation materials (if any) by the presenter will not take more than 30 minutes of the session.  
      • 18 Oct 2022
      • 11:15 AM - 1:30 PM
      • In Person Luncheon with the Ability to Join Online: Valley of the Sun United Way - 3200 E Camelback Rd Ste 375 Phoenix AZ 85018

      "Do More Good....

      With Real Estate Assets!"

      Beth Jo Zeitzer

        CEO/Designated Broker

        R.O.I. Properties

      In this program, Ms. Zeitzer will discuss opportunities for nonprofit organizations and foundations to “do more good” through real estate assets.  She will discuss the market trends that we are currently experiencing with residential, commercial and land assets.  Ms. Zeitzer will then present opportunities to build real estate donation programs, discuss vetting real estate gifts/donations, and creating donation policies and opportunities to value, manage, sell or lease real property interests. 

      Program pending review  for one (1) PT    CE credit


      Huge THANK YOU to this Program's Partner!



      • 25 Oct 2022
      • 4:00 PM - 6:00 PM
      • O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
      • 20
      Register


      In Person Happy Hour

       

      10810 N. Tatum Blvd, Phoenix

      4:00-6:00 pm

      Open to all members, supporters and guests of

      Planned Giving Round Table of Arizona

      This is a no host gathering

      Be sure to register your attendance so we know who to welcome


      • 26 Oct 2022
      • 12:00 PM
      • 28 Oct 2022
      • 2:00 PM
      • Peppermill Reno Resort: Reno, Nevada


      Learn, network and collaborate with the best in the field.

      CGP Conference is a unique meeting place for all professionals working in charitable gift planning. In your work, you’d love to find these people at the planning table—charitable, financial and estate advisors. At CGP Conference, you’ll sit around that training table, collaborating with the experts at the podium and with your peers, leaving with the tools to do your job better.

      Learn More


      • 15 Nov 2022
      • 11:15 AM - 1:30 PM
      • In Person Luncheon with the Ability to Join Online: Valley of the Sun United Way - 3200 E Camelback Rd Ste 375 Phoenix AZ 85018


      "Family Charitable Giving Board"


      Speaker:  Larry Lytle, CFP®, CAP®, CEPA


      A lot of charitable giving by families are ad hoc and unstructured.  As families grow across the generations, creating a family giving board can be a tool to help unite the succeeding generations.  This session will discuss a few design strategies for how to frame, develop, and implement family giving boards.

      Program pending review  for one (1) PT    CE credit


      Huge THANK YOU to this Program's Partner!

      • 29 Nov 2022
      • 4:00 PM - 6:00 PM
      • O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
      • 20
      Register


      In Person Happy Hour

       

      10810 N. Tatum Blvd, Phoenix

      4:00-6:00 pm

      Open to all members, supporters and guests of

      Planned Giving Round Table of Arizona

      This is a no host gathering

      Be sure to register your attendance so we know who to welcome


      • 17 Jan 2023
      • 11:15 AM - 1:30 PM
      • In Person Luncheon with the Ability to Join Online: Valley of the Sun United Way - 3200 E Camelback Rd Ste 375 Phoenix AZ 85018


      "Top Planning Ideas for Today 

      COVID-19, Congress, Charity"


       

        Paul S. Lee, J.D., LL.M.

        Chief Tax Strategist

        Northern Trust Company




      With the possibility of significant tax code changes on the horizon, this presentation will discuss the straightforward and innovative planning ideas today that best take advantage of both the “expiring” and “permanent” provisions of the tax law, with an eye toward anticipated changes to (and the significant role charity can play in) the future planning landscape.

      Program pending review  for one (1) PT    CE credit


      Huge THANK YOU to this Program's Partner!




      • 24 Jan 2023
      • 4:00 PM - 6:00 PM
      • O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
      • 20
      Register


      In Person Happy Hour

       

      10810 N. Tatum Blvd, Phoenix

      4:00-6:00 pm

      Open to all members, supporters and guests of

      Planned Giving Round Table of Arizona

      This is a no host gathering

      Be sure to register your attendance so we know who to welcome


      • 14 Feb 2023
      • 4:00 PM - 5:00 PM
      • Virtual
      • 10


      "When and How to Use Charitable Trusts"

      Facilitated by:

      Tiffany House, CAP®

      Founder

      Gift Planning Institute

      Topic Details to Follow

      • Office Hours is a virtual meeting which will feature one or two presenters and be hosted by a PGRTAZ board member or committee member.
      • Participants will be limited to 8 in order to encourage discussion and Q&A.
      • During the 2022-2023 program year, PGRTAZ will offer an Office Hours session on the first Tuesday of selected months at 4pm on these dates: September 13th, October 11th, February 14th and March 14th.
      • PGRTAZ members will participate without a fee and will have first opportunity to register. 
      • If space is available after member registration period, one week prior to the event, non-members may register for a $10 fee.
      • Sessions will be one hour long and presentation materials (if any) by the presenter will not take more than 30 minutes of the session.  

      • 21 Feb 2023
      • 11:15 AM - 1:30 PM
      • In Person Luncheon with the Ability to Join Online: Valley of the Sun United Way - 3200 E Camelback Rd Ste 375 Phoenix AZ 85018


      "Accelerating Your Revocable Deferred Giving Through an Improved Resource Toolkit"


      Jason James Shuba, JD

      Director of Gift Planning

      University of Illinois Foundation

      You can't be everywhere at once. Whether gift planning is part of your responsibilities in an organization of three or you're a full-time gift planner surrounded by dozens of gift officers, you need to prepare your colleagues to advance revocable deferred gift conversations as best they can in situations when you're not available. Are your colleagues prepared to respond effectively if a donor mentions he's thinking of including your organization in his will or via a retirement plan? What if a donor has already provided for your institution in his living trust and is wary of sharing further information? If your answer is "I'm not sure," you're not alone. Thinking about these and similar questions, the University of Illinois Foundation gathered its assorted recommendations and guidelines into a toolkit designed to empower our colleagues in this portion of their donor work, however large those responsibilities may be. The result has rolled out to advancement management praise and gift officer gratitude. This session will (1) tap our toolkit component resources (including a "Choose Your Own Adventure"-style donor-interaction guide) to help you kickstart your own effort, and (2) feature a workbook you can use to help translate these resources to a toolkit customized for your shop's unique needs.

      Session Learning Objectives
      Following this session, you will be better able to:

      1. Gather the right internal data, resources, and stakeholders for successful toolkit planning
      2. Select and craft the appropriate toolkit components based on your shop's counting policies and gift officer needs
      3. Effectively roll-out your new toolkit

      Program pending review  for one (1) PT    CE credit


      Huge THANK YOU to this Program's Partner!


      • 28 Feb 2023
      • 4:00 PM - 6:00 PM
      • O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
      • 20
      Register


      In Person Happy Hour

       

      10810 N. Tatum Blvd, Phoenix

      4:00-6:00 pm

      Open to all members, supporters and guests of

      Planned Giving Round Table of Arizona

      This is a no host gathering

      Be sure to register your attendance so we know who to welcome


      • 14 Mar 2023
      • 4:00 PM - 5:00 PM
      • Virtual
      • 10


      "Getting Your CAP® Designation"

      Facilitator

      Jill McIlroy

      Arizona Community Foundation


      This session will focus on the program and steps to become a Chartered Advisor in Philanthropy.  From the study groups to the testing, feel more comfortable knowing what is involved in achieving this highly desirable designation.

      • Office Hours is a virtual meeting which will feature one or two presenters and be hosted by a PGRTAZ board member or committee member.
      • Participants will be limited to 8 in order to encourage discussion and Q&A.
      • During the 2022-2023 program year, PGRTAZ will offer an Office Hours session on the first Tuesday of selected months at 4pm on these dates: September 13th, October 11th, February 14th and March 14th.
      • PGRTAZ members will participate without a fee and will have first opportunity to register. 
      • If space is available after member registration period, one week prior to the event, non-members may register for a $10 fee.
      • Sessions will be one hour long and presentation materials (if any) by the presenter will not take more than 30 minutes of the session.  


      • 21 Mar 2023
      • 11:15 AM - 1:30 PM
      • In Person Luncheon with the Ability to Join Online: Valley of the Sun United Way - 3200 E Camelback Rd Ste 375 Phoenix AZ 85018


      "Attracting, Recruiting and Retaining Gift Planning Professionals"

      Speaker: Jackie W. Franey, CPGS, CAP®

      Director of Gift Planning Fundraising

      The Nature Conservancy


      Attracting, recruiting and retaining gift planning professionals is one of the most important elements in establishing and building a successful gift planning program. It can be a daunting process for small organizations just starting out and a challenge for well-established programs to retain the most talented and productive fundraisers. How can you ensure attracting candidates with diverse perspectives that can elevate your organization’s fundraising culture?  This session will focus on key steps when recruiting staff, the critical metrics and expectations for retaining talent, and strategies for nurturing fundraising staff.  Practical tips and tools will be shared based on the speaker’s three decades in gift planning: building, managing and nurturing gift planning programs. This session will be valuable for both attendees seeking to start or expand their gift planning program and those wishing to expand their own professional development.

      Program pending review  for one (1) PT    CE credit


      Huge THANK YOU to this Program's Partner!





      • 28 Mar 2023
      • 4:00 PM - 6:00 PM
      • O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
      • 20
      Register


      In Person Happy Hour

       

      10810 N. Tatum Blvd, Phoenix

      4:00-6:00 pm

      Open to all members, supporters and guests of

      Planned Giving Round Table of Arizona

      This is a no host gathering

      Be sure to register your attendance so we know who to welcome


      • 18 Apr 2023
      • 11:15 AM - 1:30 PM
      • In Person Luncheon with the Ability to Join Online: Valley of the Sun United Way - 3200 E Camelback Rd Ste 375 Phoenix AZ 85018


      "Moments of Truth: When Your Values and Those of Your Donor Clash"


      Philip Cubeta,

      CLU®, ChFC®, AEP®, MSFS, CAP®

      Founder of Philanthropy Offerings

      In this interactive online presentation you will watch a number of one minute vignettes in which a gift planner’s values clash with those of a donor, or with the interests of the gift planner’s employer. In a moment of truth, the gift planner has to act, often without time to think, and the consequences cascade in all directions.

      Learning Objectives

      By the end of this presentation, you will be able to:

      • Recognize you are not alone; many of us have experienced these conflictual moments
      • Be able to state where you will draw the line in a values-clash with a donor or employer
      • Be able to state the principles on which you act as you make these difficult decisions

      Program pending review  for one (1) PT    CE credit


      Huge THANK YOU to this Program's Partner!





      • 25 Apr 2023
      • 4:00 PM - 6:00 PM
      • O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
      • 20
      Register


      In Person Happy Hour

       

      10810 N. Tatum Blvd, Phoenix

      4:00-6:00 pm

      Open to all members, supporters and guests of

      Planned Giving Round Table of Arizona

      This is a no host gathering

      Be sure to register your attendance so we know who to welcome


    Past events

    20 Sep 2022 September Monthly Program: "Creating and Serving on a Non-profit Legacy Committee"
    13 Sep 2022 Office Hours: "Effects of Rising 7520 Rates on Gift Planning Tax Incentives"
    23 Aug 2022 In Person Happy Hour
    16 Aug 2022 August Monthly Program: "Estate Administration: What Happens When You Die"
    23 Jun 2022 Postponed: In Person Happy Hour
    22 Jun 2022 Board Meeting
    10 Jun 2022 Dinner with Colleagues after the Northern Arizona Estate Planning Day
    26 May 2022 In Person Happy Hour
    20 May 2022 28th Annual Arizona Planned Giving Conference
    03 May 2022 Office Hours: "Gift Planning Tools and Tactics Easy to Implement"
    28 Apr 2022 In Person Happy Hour
    27 Apr 2022 Board Meeting
    24 Mar 2022 In Person Happy Hour
    23 Mar 2022 Board Meeting
    15 Mar 2022 March Monthly Program: "Gift Planning and DEI"
    01 Mar 2022 Office Hours: Should My Nonprofit Offer Charitable Gift Annuities?
    24 Feb 2022 In Person Happy Hour
    23 Feb 2022 Board Meeting
    17 Feb 2022 Chartered Advisor in Philanthropy (CAP) Info Session
    15 Feb 2022 February Monthly Program: "The Amazing Retained Life Estate: Almost too Good to be True"
    15 Feb 2022 Loan Star Council of Charitable Gift Planners: Virtual Programn
    27 Jan 2022 In Person Happy Hour
    26 Jan 2022 Board Meeting and Strategic Planning Session
    18 Jan 2022 January Monthly Program - Virtual: Looking Ahead to 2022 - Tax Law Changes
    18 Jan 2022 Lone Star Chapter Event: Integrating Diversity, Equity and Inclusion into Your Nonprofit Board Culture
    02 Dec 2021 Holiday Social: Members and Guests Are Welcome
    16 Nov 2021 November Monthly Program-Virtual: Donor Stories in Planned Giving Marketing
    02 Nov 2021 Office Hours: Structuring Gift Planning Stewardship Conversations
    27 Oct 2021 In Person Hosted Happy Hour: Taliesin West
    27 Oct 2021 Minnesota Gift Planning Association 45th Annual Conference
    27 Oct 2021 Board Meeting
    19 Oct 2021 October Monthly Program: Major Gifts of Assets: How Gifts of Real Estate are Dramatically Changing Philanthropy
    01 Oct 2021 Planned Giving Round Table of Southern Arizona - Fall Symposium
    30 Sep 2021 In Person Happy Hour
    22 Sep 2021 Board Meeting
    21 Sep 2021 September Monthly Program: Charitable Alternatives to 1031 Exchanges
    21 Sep 2021 Lone Star Council - Donor Case Studies Roundtables
    07 Sep 2021 Office Hours: “Everything You Need to Know from Wills to Wags and Whiskers”
    25 Aug 2021 Board Meeting
    18 Aug 2021 Colorado PGRT 2021 Summer Symposium
    17 Aug 2021 August Monthly Program - Virtual: "Top Ten Mistakes in Estate Planning - How to Avoid the Pitfalls"
    29 Jul 2021 In Person Happy Hour
    09 Jun 2021 In Person Happy Hour
    09 Jun 2021 Board of Directors Meeting and Conference Debrief
    20 May 2021 27th Annual Arizona Planned Giving Conference
    19 May 2021 Partner Program: "Jump Starting Your Planned Giving Program"
    12 May 2021 Virtual Happy Hour
    29 Apr 2021 Russell James Series: "Intro to Taxes 3: Capital Gains, Estate, Gift and Generation Skipping Taxes""
    22 Apr 2021 ACF/PGRTAZ CAP Study Group 2021-2022
    21 Apr 2021 Board of Directors Meeting
    20 Apr 2021 Virtual Program: "Engagement Fundraising for Major and Legacy Gifts"
    17 Mar 2021 Board of Directors Meeting
    16 Mar 2021 Monthly Program: "Maximizing Required Minimum Distributions"
    04 Mar 2021 Virtual Happy Hour
    03 Mar 2021 Russell James Series: "CRTs: Special Trust Types"
    23 Feb 2021 Lone Star Council of Charitable Gift Planners: February 23, 2021 Program
    16 Feb 2021 Monthly Luncheon: "Give It Away Now: Thinking Beyond Retirement Income in Split Interest Gifts"
    09 Feb 2021 Russell James Series: "Introduction to Planned Giving: Motivations for Financial Advisors""
    04 Feb 2021 Virtual Happy Hour
    19 Jan 2021 Monthly Virtual Program: "National Planned Giving Metrics and Standards"
    13 Jan 2021 PGRTAZ Board Meeting and Strategic Planning Session
    12 Jan 2021 Bonus Program: "The Rise of QCD's & the Role They'll Play in the Coming Decade""
    07 Jan 2021 Virtual Happy Hour
    08 Dec 2020 Virtual Happy Hour
    30 Nov 2020 Russell James Series Kick Off: "Major Gifts of Assets in the Aftermath of COVID-19"
    18 Nov 2020 Board of Directors Meeting
    17 Nov 2020 Virtual Program: "Planned Giving Case Study: The Watershed Gift"
    05 Nov 2020 Virtual Happy Hour: Trivia!
    29 Oct 2020 Virtual Program: "Think Your Way to Success"
    21 Oct 2020 Board of Directors Meeting
    20 Oct 2020 Virtual Program: "Income & Gift Tax Implications of Establishing a Split Interest Gift for a 3rd Party""
    30 Sep 2020 Virtual Program: "To Infinity and Beyond!: Drafting Gift Agreements That Will Stand the test of Time""
    15 Sep 2020 Virtual Program: Panel Discussion: "Documenting Major Gifts When you Can't meet With Donors: Beyond Pen and Paper!""
    09 Sep 2020 Board of Directors Meeting
    02 Sep 2020 Virtual Happy Hour: Lets Reflect on the 26th Annual Planned Giving Conference
    21 Aug 2020 26th Annual Arizona Planned Giving Conference
    12 Aug 2020 Board of Directors Meeting
    10 Jun 2020 Board of Directors Meeting
    19 May 2020 May 19, 2020 Virtual Program: "Inherited IRAs After the SECURE Act" & "RMDs, Penalty-Free Withdrawals and Loans After the CARES Act"
    13 May 2020 Board of Directors Meeting
    07 May 2020 PGRTAZ Virtual Happy Hour
    25 Apr 2020 ACF/PGRTAZ CAP Study Group 2020-2021
    21 Apr 2020 April 21, 2020 Virtual Program and Annual Member Meeting
    08 Apr 2020 Board of Directors Meeting
    17 Mar 2020 Cancelled: March 17, 2020 Lunch Presentation
    11 Mar 2020 Board of Directors Meeting
    18 Feb 2020 February 18, 2020 Lunch Presentation
    12 Feb 2020 Board of Directors Meeting - Executive Committee Only
    21 Jan 2020 January 21, 2020 Lunch Presentation
    08 Jan 2020 Board of Directors Meeting and Strategic Planning Session
    03 Dec 2019 2019 PGRTAZ Holiday Social Event
    19 Nov 2019 November 19, 2019 Lunch Presentation
    13 Nov 2019 Board of Directors Meeting
    23 Oct 2019 PGRTAZ Social Hour: San Tan Brewing Company
    15 Oct 2019 October 15, 2019 Lunch Presentation
    10 Oct 2019 Board of Directors Meeting - One Day Later due to Yom Kippur
    26 Sep 2019 PGRTAZ Social Hour: McFate Brewery in Scottsdale
    17 Sep 2019 September 17, 2019 Lunch Presentation
    11 Sep 2019 Board of Directors Meeting - Executive Committee Only
    28 Aug 2019 PGRTAZ Social Hour at McKenzie's Tavern
    20 Aug 2019 August 20, 2019 Lunch Presentation
    14 Aug 2019 Board of Directors Meeting - In Person
    19 Jun 2019 Board of Directors Meeting in Person
    14 Jun 2019 Northern Arizona Estate Planning Day for Professional Advisors
    08 May 2019 Board of Directors Meeting and Conference Debrief
    03 May 2019 25th Annual Arizona Planned Giving Conference
    25 Apr 2019 ACF/PGRTAZ CAP Study Group 2019-2020
    16 Apr 2019 April 16, 2019 Lunch Presentation
    10 Apr 2019 Board of Directors Meeting
    19 Mar 2019 March 19, 2019 Lunch Presentation
    13 Mar 2019 Board of Directors Meeting
    19 Feb 2019 February 19, 2019 Lunch Presentation
    13 Feb 2019 Board of Directors Meeting
    15 Jan 2019 January 15, 2019 Field Trip/Lunch Presentation
    09 Jan 2019 Board of Directors Meeting and Strategic Planning Session
    27 Nov 2018 2018 PGRTAZ Holiday Social Event
    20 Nov 2018 November 20, 2018 Lunch Presentation
    14 Nov 2018 Board of Directors Meeting
    16 Oct 2018 October 16, 2018 Lunch Presentation
    10 Oct 2018 Board of Directors Meeting
    18 Sep 2018 September 18, 2018 Lunch Presentation
    12 Sep 2018 Board of Directors Meeting
    21 Aug 2018 August 21, 2018 Lunch Presentation
    16 Aug 2018 ACF/PGRTAZ CAP Study Group
    08 Aug 2018 Board of Directors Meeting
    15 Jun 2018 Road Trip to Prescott, AZ: "Northern Arizona Estate Planning Day for Professional Advisors"
    07 Jun 2018 Board of Directors Meeting
    30 May 2018 24th Annual Arizona Planned Giving Conference
    03 May 2018 Board of Directors Meeting
    17 Apr 2018 April 17, 2018 Lunch Presentation
    05 Apr 2018 Board of Directors Meeting in Person
    20 Mar 2018 March 20, 2018 Lunch Presentation
    01 Mar 2018 Board of Directors Meeting
    20 Feb 2018 February 20, 2018 Lunch Presentation
    01 Feb 2018 Board of Directors Meeting
    16 Jan 2018 January 16, 2018 Lunch Presentation
    04 Jan 2018 Board of Directors Meeting
    29 Nov 2017 2017 PGRTAZ Holiday Social Event
    21 Nov 2017 November 21, 2017 Lunch Presentation
    02 Nov 2017 Board of Directors Meeting
    17 Oct 2017 October 17, 2017 Lunch Presentation
    05 Oct 2017 Board of Directors Meeting
    19 Sep 2017 September 19, 2017 Lunch Presentation
    07 Sep 2017 Board of Directors Meeting
    15 Aug 2017 August 15, 2017 Lunch Presentation
    03 Aug 2017 Board of Directors Meeting
    14 Jun 2017 Collaboration Event: AFP, The Phoenix Philanthropy Group and PGRTAZ
    08 Jun 2017 Board of Directors Meeting
    11 May 2017 Board of Directors Meeting
    08 May 2017 23rd Annual Arizona Planned Giving Conference
    24 Apr 2017 ACF/PGRTAZ CAP Study Group
    18 Apr 2017 April 18, 2017 Lunch Presentation
    13 Apr 2017 Board of Directors Meeting
    21 Mar 2017 March 21, 2017 Lunch Presentation
    09 Mar 2017 Board of Directors Meeting
    24 Feb 2017 Board Retreat
    21 Feb 2017 February 21, 2017 Lunch Presentation
    09 Feb 2017 Board of Directors Meeting
    17 Jan 2017 January 17, 2017 Lunch Presentation
    12 Jan 2017 Board of Directors Meeting
    30 Nov 2016 2016 Holiday Social Event
    15 Nov 2016 November 15, 2016 Lunch Presentation
    10 Nov 2016 Board of Directors Meeting
    18 Oct 2016 October 18, 2016 Lunch Presentation
    13 Oct 2016 Board of Directors Meeting
    20 Sep 2016 September 20, 2016 Lunch Presentation
    20 Sep 2016 PGRTAZ Chartered Advisor in Philanthropy - CAP® Informational Session
    08 Sep 2016 Board of Directors Meeting
    16 Aug 2016 August 16, 2016 Lunch Presentation
    11 Aug 2016 Board of Directors Meeting
    14 Jun 2016 June 14, 2016 Joint Presentation with AFP
    09 Jun 2016 Board of Directors Meeting
    16 May 2016 22nd Annual Arizona Planned Giving Conference
    12 May 2016 Pre-Annual Conference Board Call
    19 Apr 2016 April 19, 2016 Lunch Presentation
    14 Apr 2016 Board of Directors Meeting
    15 Mar 2016 March 15, 2016 Lunch Presentation
    10 Mar 2016 Board of Directors Meeting
    16 Feb 2016 February 16, 2016 Lunch Presentation
    11 Feb 2016 Board of Directors Meeting
    25 Jan 2016 Meeting Fees payment after the meeting
    20 Jan 2016 PGRTAZ Chartered Advisor in Philanthropy - CAP® GS 839 Study Groups
    19 Jan 2016 January 19, 2016 Lunch Presentation
    14 Jan 2016 Board of Directors Meeting
    17 Nov 2015 November 17, 2015 Lunch Presentation
    12 Nov 2015 Board of Directors Meeting
    20 Oct 2015 October 20, 2015 Lunch Presentation
    08 Oct 2015 Board of Directors Meeting
    15 Sep 2015 September 15, 2015 Lunch Presentation
    11 Sep 2015 Board of Directors Meeting
    18 Aug 2015 August 18, 2015 Lunch Event
    13 Aug 2015 Board of Directors Meeting
    09 Jul 2015 PGRTAZ Chartered Advisor in Philanthropy - CAP® GS 859 Study Groups
    03 Jun 2015 21st Annual Arizona Planned Giving Conference
    19 May 2015 May 19, 2015 Lunch Presentation
    14 May 2015 Board of Directors Conference Call Meeting
    09 Apr 2015 Board of Directors Meeting
    01 Apr 2015 April 1, 2015 Joint Meeting with AFP
    17 Mar 2015 March 17, 2015 Lunch Presentation
    12 Mar 2015 Board of Directors Conference Call Meeting
    19 Feb 2015 Board of Directors Conference Call Meeting
    17 Feb 2015 February 17, 2015 Lunch Presentation
    20 Jan 2015 January 20, 2015 Lunch Presentation
    20 Jan 2015 Chartered Advisor in Philanthropy Study Groups - GS 849
    15 Jan 2015 Board of Directors Meeting
    06 Dec 2014 December 2014: No Monthly Meeting
    21 Nov 2014 PGRTAZ Marketing Collaborators' Coffee Connections
    18 Nov 2014 November 18, 2014 Lunch Presentation
    13 Nov 2014 Board of Directors Conference Call Meeting
    21 Oct 2014 October 21, 2014 Lunch Presentation
    14 Oct 2014 Leave A Legacy 2014 Regional Workshops
    09 Oct 2014 Board of Directors Conference Call Meeting
    24 Sep 2014 Chartered Advisor in Philanthropy Study Groups - GS 839
    19 Sep 2014 PGRTAZ Marketing Collaborators' Coffee Connections
    16 Sep 2014 September 16, 2014 Lunch Presentation and Shirt Sleeves Sessions
    11 Sep 2014 Board of Directors Conference Call Meeting
    31 Aug 2014 PGRTAZ Membership Discount Coupons
    19 Aug 2014 August 19th Lunch Program
    31 Jul 2014 Board of Directors Meeting
    31 Jul 2014 Board of Directors Meeting
    15 Jul 2014 PGRTAZ Chartered Advisor in Philanthropy - CAP® Informational Session
    03 Jun 2014 20th Annual Summer Forum
    29 May 2014 Board of Directors Meeting
    28 May 2014 Meeting Fees payment after the meeting
    20 May 2014 May 20, 2014-Breakfast Program and Committee Sessions
    09 May 2014 20th Annual Summer Forum Committee Mtg
    22 Apr 2014 Board of Directors Conference Call Meeting
    18 Apr 2014 Meeting Fees payment after the meeting
    15 Apr 2014 April 15, 2014 Lunch Program and Committee Sessions
    11 Apr 2014 20th Annual Summer Forum Committee Mtg
    25 Mar 2014 Board of Directors Conference Call Meeting
    18 Mar 2014 March 18, 2014-Breakfast Program and Committee Sessions
    18 Mar 2014 Meeting Fees payment after the meeting
    14 Mar 2014 20th Annual Summer Forum Committee Mtg
    27 Feb 2014 Board of Directors Conference Call Meeting
    20 Feb 2014 Meeting Fees payment after the meeting
    18 Feb 2014 February 18, 2014 Lunch Program and Committee Sessions
    14 Feb 2014 20th Annual Summer Forum Committee Mtg
    10 Feb 2014 Board of Directors Meeting Conference Call
    21 Jan 2014 January 21, 2014-Breakfast Program and Committee Sessions
    10 Jan 2014 20th Annual Summer Forum Committee Mtg
    07 Jan 2014 Summer Forum Programs Committee Meeting
    10 Dec 2013 Holiday Member Mixer
    09 Dec 2013 20th Annual Summer Forum Committee Mtg
    06 Dec 2013 PGRTAZ Leadership Reception
    19 Nov 2013 Board of Directors Conference Call Meeting
    12 Nov 2013 November 12, 2013 Breakfast Program and Committee Sessions
    11 Nov 2013 20th Annual Summer Forum Committee Mtg
    29 Oct 2013 Board of Directors Meeting
    28 Oct 2013 20th Annual Summer Forum Committee Mtg
    15 Oct 2013 October 15, 2013 Lunch Program and Committee Sessions
    01 Oct 2013 Board of Directors Conference Call Meeting
    17 Sep 2013 PGRTAZ Annual Report and Committee Kick Off Event. Our homage to Genius and Innovation: 99% Perspiration and 1% Inspiration!
    11 Sep 2013 PGRTAZ Board and Committee Member Conference Call
    03 Sep 2013 Board of Directors Conference Call Meeting
    20 Aug 2013 August 20, 2013 Lunch Series
    20 Aug 2013 Board of Directors Meeting
    08 Jul 2013 19th Annual Summer Forum Committee Mtg
    12 Jun 2013 19th Annual Summer Forum
    21 May 2013 Board of Directors Meeting
    21 May 2013 Breakfast Series
    13 May 2013 19th Annual Summer Forum Committee Mtg
    16 Apr 2013 Lunch Series
    16 Apr 2013 Board of Directors Meeting
    08 Apr 2013 19th Annual Summer Forum Committee Mtg
    19 Mar 2013 Board of Directors Meeting
    19 Mar 2013 Breakfast Series
    19 Mar 2013 2013/14 PGRTAZ Board of Directors Nominations Now Open
    11 Mar 2013 19th Annual Summer Forum Committee Mtg
    19 Feb 2013 Board of Directors Meeting
    19 Feb 2013 Lunch Series
    11 Feb 2013 19th Annual Summer Forum Committee Mtg
    15 Jan 2013 Board of Directors Meeting
    15 Jan 2013 Breakfast Series
    14 Jan 2013 19th Annual Summer Forum Committee Mtg
    10 Dec 2012 19th Annual Summer Forum Committee Mtg
    20 Nov 2012 Board of Directors Meeting
    20 Nov 2012 Breakfast Series
    16 Oct 2012 Lunch Series
    16 Oct 2012 Board of Directors Meeting
    18 Sep 2012 Board of Directors Meeting
    18 Sep 2012 Breakfast Series
    21 Aug 2012 Lunch Series
    21 Aug 2012 Board of Directors Meeting
    07 Aug 2012 Board of Directors Retreat
    13 Jun 2012 18th Annual Summer Forum: From Success to Significance
    15 May 2012 Board of Directors Meeting: Breakfast
    15 May 2012 Breakfast Series: Advanced/Technical Planned Giving Track
    17 Apr 2012 Board of Directors Meeting: lunch
    17 Apr 2012 Lunch Series: Basic Planned Giving Track
    20 Mar 2012 Breakfast Series: Advanced/Technical Planned Giving Track
    20 Mar 2012 Board of Directors Meeting: Breakfast
    21 Feb 2012 Board of Directors Meeting: lunch
    21 Feb 2012 Lunch Series: Basic Planned Giving Track
    21 Feb 2012 Call for 2012-2013 PGRTAZ Board Nominations
    17 Jan 2012 18th Annual Summer Forum Committee Jan Mtg
    17 Jan 2012 Board of Directors Meeting: Breakfast
    17 Jan 2012 Breakfast Series: Advanced/Technical Planned Giving Track
    27 Dec 2011 Call for January Website Postings and EBlast submissions
    15 Nov 2011 18th Annual Summer Forum Committee
    15 Nov 2011 Board of Directors Meeting: Breakfast
    15 Nov 2011 Breakfast Series: Advanced/Technical Planned Giving Track
    25 Oct 2011 Call for November Website Postings and EBlast submissions
    18 Oct 2011 18th Annual Summer Forum Committee Oct Mtg
    18 Oct 2011 Lunch Series: Basic Planned Giving Track
    18 Oct 2011 Board of Directors Meeting: lunch
    20 Sep 2011 Breakfast Series: Advanced/Technical Planned Giving Track
    16 Aug 2011 Lunch Series: Basic Planned Giving Track
    29 Jun 2011 18th Annual Summer Forum Committee
    08 Jun 2011 17th Annual Summer Forum: The Business of Giving

    Email Us

    Info@PGRTAZ.org

    Call  Us

    602.840.2900



    Address

    PO Box 4130  Scottsdale, AZ 85261

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