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Events and Registration

Many thanks to our Education Seminar Partners!
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. 






 























Download the partner commitment form here for available partner opportunities


Approved Provider

 


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

    • 13 Mar 2019
    • 9:00 AM - 10:00 AM
    • Uber Conference Call Service: 602-456-6642 (no conference code or PIN required)
    Register
    Board meeting; open to all members who wish to attend


    When:  Wednesday, March 13, 2019 9am-10am

    Where:  Uber Conference Call

    Call In:  602-456-6642 (no conference code, or participant pin required)

    Join the call online:  www.uberconference.com/melissa01







    • 19 Mar 2019
    • 11:15 AM - 1:30 PM
    • Phoenix Country Club: 2901 N 7th Street Phoenix AZ

    “Investment Themes and

    Issues for Endowment Funds”


     

     Harry Papp, CFA

     Managing Partner & Portfolio Manager 

     L. Roy Papp & Associates, LLP



     


    It is hard enough for non-profits to raise endowment funds.  Managing those funds appropriately and meeting donors’ expectations can also be difficult.


    This presentation will talk about key decisions and judgments that not-for-profits need to make regarding the investment of endowment funds and timely current issues that some not-for-profits are dealing with relative to the investment of these assets.

    We will discuss various structures for staff and volunteer guidance on these investments.

    We will also discuss investment policy statements, asset allocation decisions as well as a variety of asset types that various not-for-profits utilize to invest endowment funds.

    ============================================================

    Please note:  Members  who can not attend, now have the ability to send a substitute in their place at the member registration level.

    11:15am Registration

    11:25am Lunch

    12:00pm:  Presentation

    1:00pm:  Adjourn

    We encourage members and non members who have attended before to invite a first time guest.  New this season, a reduced first time guest fee of $36.00 is being offered.  Please email info@pgrtaz.org or call 602-840-2900 for the first time guest registration code.
    ================================


    Many Thanks to our Lunch Partner!


    =============================

    Last minute cancellations:  If you find you cannot attend, an e-mail to info@PGRTAZ.org gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending At the Door?  Here's more information.......


    • 10 Apr 2019
    • 9:00 AM - 10:00 AM
    • Uber Conference Call Service: 602-456-6642 (no conference code or PIN required)
    Register
    Board meeting; open to all members who wish to attend


    When:  Wednesday, April 10, 2019 9am-10am

    Where:  Uber Conference Call

    Call In:  602-456-6642 (no conference code, or participant pin required)

    Join the call online:  www.uberconference.com/melissa01







    • 16 Apr 2019
    • 11:15 AM - 1:30 PM
    • Phoenix Country Club: 2901 N 7th Street Phoenix AZ


    "Is Your Board Ready for Planned Giving?  Scenario Planning in Real Time
    "

      Laura Alexander, MA, CFRE(R)
      Partner and Consultant
      Alexander|Carillo Consulting, LLC

      Jenny Carillo, MA, CFRE(R)
      Partner and Consultant
      Alexander|Carillo Consulting, LLC
     

    Join BoardSource(c) Certified Governance Trainers and Certified Fundraising Executives Laura Alexander and Jenny Carrillo for an interactive workshop and board meeting simulation designed to prepare your board for good governance related to planned giving. 

    ============================================================

    Please note:  Members  who can not attend, now have the ability to send a substitute in their place at the member registration level.

    11:15am Registration

    11:25am Lunch

    12:00pm:  Presentation

    1:00pm:  Adjourn

    We encourage members and non members who have attended before to invite a first time guest.  New this season, a reduced first time guest fee of $36.00 is being offered.  Please email info@pgrtaz.org or call 602-840-2900 for the first time guest registration code.
    ================================


    Many Thanks to our Lunch Partner!

    =============================

    Last minute cancellations:  If you find you cannot attend, an e-mail to info@PGRTAZ.org gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending At the Door?  Here's more information.......


    • 25 Apr 2019
    • 8:30 AM
    • 30 Jan 2020
    • 10:00 AM
    • Debi Bisgrove Community Philanthropy Center at ACF: 2201 E Camelback Rd #405B
    Download the flyer here.

    Visit the ACF website CAP page for additional information and registration directions:


    • 03 May 2019
    • 7:30 AM - 5:00 PM
    • Phoenix Country Club: 2901 N 7th Street Phoenix AZ 85014
    Register


    Arizona’s Premier Education Event for Gift Planning Professionals

    Ideal for all gift planners, allied professionals, and board members, the 25th Annual Arizona Planned Giving Conference has become the leading one-day gift planning conference in the Southwest!


    Access the Full Conference Page Here

    Refund Policy: 

    Full refunds will be available (less 5% for credit card payment registrations) through April 15, 2019.

    50% refunds will be offered from April 16, 2019 through April 30, 2019

    No refunds or credits can be made for cancellations received on/after 5 pm, April 30, 2019 as our event logistics and equipment rentals will be in process, however, substitute attendees are encouraged!

    • 12 Jun 2019
    • 9:00 AM - 1:00 PM
    • Premium Organization: 4248 N Craftsman Court Ste 200 Scottsdale AZ 85251
    Register

    When:  Wednesday, June 12, 2019  

    Board Meeting:  9-10am

    Conference Debrief:  10am-1pm

    Where:  Premium Organization

                    4248 N Craftsman Court Ste 200

                    Scottsdale AZ  85251

    Call In (board meeting session only):  602-456-6642 (no or pin required)

    Join the call online:  www.uberconference.com/melissa01







Email Us

Info@PGRTAZ.org

Call  Us

602.840.2900



Address

PO Box 4130  Scottsdale, AZ 85261

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