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Formerly known as Planned Giving Round Table of Arizona

                                           

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Huge Thank You to Our 2023/2024 Program Partners! 

                                                                                      

    

                              



              

Events and Registration


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 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

    • 06 Dec 2023
    • 5:00 PM - 7:00 PM
    • Aunt Chilada's: 7330 N. Dreamy Draw Phoenix AZ 85020
    Register

    HOLIDAY SOCIAL

    Wednesday, December 6, 2023

    5:00 - 7:00 pm

     

    7330 N. Dreamy Draw 

    Phoenix AZ  85020

    Appetizer buffet with hosted bar

    (beer, house wine, margaritas and soft drinks)

    Members and Guests Welcome!

    $25.00

    RSVP Deadline December 1, 2023


    Huge THANK YOU to our Social Event Partner!


    • 16 Jan 2024
    • 11:15 AM - 1:00 PM
    • Ability 360 5031 Washington St, Phoenix, AZ 85034


    "Introducing Gift Planning Earlier in Donors’

    Cycle of Philanthropy"


    Dave Smith, CAP ®

    CEO & Founder  

    Heaton Smith Group

    The significant increase in wealth in the US has changed the way many donors think about their family and their philanthropy.  Dave will discuss the impact of donor behavior on those who are higher capacity donors – not wealthy, but higher capacity.  Importantly, the case for introducing gift planning to younger donors will be presented along with a brief case study that includes donors in their 50s and 60s.  Gift instruments utilized by donors in the case study include seven difference vehicles. 

    Learning Objectives/Takeaways

    ·Understand why gift officers should introduce charitable gift planning to younger, high affinity/high capacity donors

    ·Best practice discovery questions for high affinity/higher capacity donors

    ·Expand the number of donors for charitable gift planning in your portfolio

    ·Increase the number of blended gifts to your organization

    ·Increase the number of noncash assets gifted to your 


    Huge Thank You to this Programs Sponsor!


    • 23 Jan 2024
    • 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

    Arizona Charitable Gift Planners

    This is a no host gathering

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

    Huge THANK YOU to this Event's Partner!



    • 13 Feb 2024
    • 4:00 PM - 5:00 PM
    • Virtual
    • 14
    Register


    Tuesday, February 13, 2024

    4:00pm - 5:00pm


    "Donor Relations and Asset Funded CRT's: Navigating the gift process with challenging donors."

    Facilitator

    Sara A. Hofer, J.D.

    Executive Vice President of Planned Giving

    Yellowstone Boys and Girls Ranch Foundation, Inc.


    Oftentimes donors know what they need to do. Perhaps the idea of losing control of a piece of farm ground property or a business adds to donor stress. The presentation offers suggestions on how to help your donor without overwhelming them during the planned giving process.


    ·         Office Hours is a virtual meeting which will feature one or two presenters and be hosted by a AZCGP board member or committee member.

    ·         Participants will be limited to 8 in order to encourage discussion and Q&A.

    ·         AZCGP 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.  


      • 20 Feb 2024
      • 11:15 AM - 1:00 PM
      • Ability 360 5031 Washington St, Phoenix, AZ 85034

      Darin Roberge

      “The Collectible in Your Garage”


      • 27 Feb 2024
      • 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

      Arizona Charitable Gift Planners

      This is a no host gathering

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

      Huge THANK YOU to this Event's Partner!



      • 12 Mar 2024
      • 4:00 PM - 5:00 PM
      • Virtual
      • 14
      Register


      Tuesday, March 12, 2024

      4:00pm - 5:00pm


      The "Legacy" IRA

      Facilitator

      Russ Willis lll, J.D., LL.M.

      Planned Gift Design Services


      Enacted as part of the Secure 2.0 legislation included in the December 2021 appropriations bill, the "legacy" IRA now allows a donor aged 70-1/2 or older to elect to treat up to 50k of "qualified charitable distributions" from her IRA to fund a gift annuity or a charitable remainder trust benefiting herself and/or her spouse. The election can be made only in one tax year. 

      This discussion will answer quite a number of frequently asked (and some less frequently asked) questions about how the "legacy" IRA works.


      ·         Office Hours is a virtual meeting which will feature one or two presenters and be hosted by a AZCGP board member or committee member.

      ·         Participants will be limited to 8 in order to encourage discussion and Q&A.

      ·         AZCGP 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.  


        • 19 Mar 2024
        • 11:15 AM - 1:00 PM
        • Ability 360 5031 Washington St, Phoenix, AZ 85034


        "Tax-Advantaged Business Sales"


        Tiffany House, CAP®, CEPA, FCEP

        Tax, Estate, and Charitable Strategist


        We are entering the largest wealth transfer in history as the baby boomers get ready to retire and leave their legacy.  Many business owners are shocked when they realize that 20%-40% of their hard-earned proceeds from the sale of their business will go to Uncle Sam.  This provides the perfect opportunity for the most philanthropic class, entrepreneurs, to give back to their community and save on taxes. We will explore tax-advantaged planning tools and discuss when they can apply to certain types of businesses and owners’ circumstances.  We will go over real-life case studies of business sales with details on the process of determining the best outcomes for the business owner


        Huge Thank You to this Months Sponsor!


        • 26 Mar 2024
        • 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

        Arizona Charitable Gift Planners

        This is a no host gathering

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

        Huge THANK YOU to this Event's Partner!



        • 23 Apr 2024
        • 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

        Arizona Charitable Gift Planners

        This is a no host gathering

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

        Huge THANK YOU to this Event's Partner!



        • 28 May 2024
        • 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

        Arizona Charitable Gift Planners

        This is a no host gathering

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

        Huge THANK YOU to this Event's Partner!



        • 25 Jun 2024
        • 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

        Arizona Charitable Gift Planners

        This is a no host gathering

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

        Huge THANK YOU to this Event's Partner!



      Past events

      28 Nov 2023 Chartered Advisor in Philanthropy (CAP®) Happy Hour
      21 Nov 2023 November Monthly Program: "Creative Trust Planning for Charitable Giving"
      24 Oct 2023 October In Person Happy Hour
      17 Oct 2023 October Monthly Meeting: "When Your Donor Calls an Attorney"
      10 Oct 2023 Virtual Office Hours: "Effective Planned Giving Conversations with Donors"
      26 Sep 2023 September In Person Happy Hour
      12 Sep 2023 September Monthly Meeting: Phoenix Children's Hospital's Professional Advisory Summit
      15 Aug 2023 August Monthly Meeting "Cognitive Impairment in Donors- Identifying Issues & Applying Best Practices"
      28 Jun 2023 Board Meeting
      09 Jun 2023 ACF Northern Arizona Estate Planning Day
      19 May 2023 29th Annual Conference
      26 Apr 2023 Board Meeting
      25 Apr 2023 In Person Happy Hour
      18 Apr 2023 April Monthly Program: "The Braddock Case: Helping Closely Held Business Owners Hit Their Legacy Home Run"
      11 Apr 2023 Office Hours: "Are You Getting What's Coming to You?"
      28 Mar 2023 In Person Happy Hour
      22 Mar 2023 Board Meeting
      21 Mar 2023 March Monthly Program: "Attracting, Recruiting and Retaining Gift Planning Professionals"
      14 Mar 2023 Office Hours: Getting Your CAP® Designation
      28 Feb 2023 In Person Happy Hour
      21 Feb 2023 February Monthly Program: "Improving Your Revocable Deferred Giving Effort Through an Enhanced Resource Toolkit"
      24 Jan 2023 Chartered Advisor in Philanthropy Happy Hour
      17 Jan 2023 January Monthly Program: "Top Planning Ideas Today (COVID-19, Congress, Charity)"
      01 Dec 2022 Holiday Social: Members and Guests Are Welcome
      15 Nov 2022 November Monthly Program: "Family Charitable Giving Boards - A Structured Way to Involve Family Members in Philanthropy" "
      02 Nov 2022 Minnesota Gift Planning Association 46th Annual Conference
      26 Oct 2022 CGP Annual Conference
      25 Oct 2022 In Person Happy Hour
      18 Oct 2022 October Monthly Program: "Do More Good.... With Real Estate Assets!"
      27 Sep 2022 In Person Happy Hour
      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

      Arizona Charitbale Gift Planners

      www.azgiftplanners.org

      admin@azgiftplanners.org

        602.840.2900 X1



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