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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. 

      

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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)

Please Note:  Monthly Luncheon Programs are now being held at

The Sheraton Crescent Phoenix Hotel.



 

Upcoming events

    • 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 Dec 2019
    • 5:30 PM - 7:30 PM
    • McKenzie's Midtown Tavern: 4531 N 7th Street Phoenix AZ 85014
    Register

    Join in a Celebration 

    of the Season!


    December 3, 2019

     5:30-7:30pm

    Join your fellow Planned Giving Professionals and celebrate the accomplishments of past several years and help bring in the holiday season!


    4531 N 7th Street

    Phoenix AZ  85014

     
    Map

    Appetizers and one hosted beverage provided
    Please RSVP by Friday, November 29th 

    Appreciation for our Generous Partner!

    Thank you Troy McNemar!


    Join in a Celebration 

    of the Season!


    December 3, 2019

     5:30-7:30pm

    Join your fellow Planned Giving Professionals and celebrate the accomplishments of past several years and help bring in the holiday season!


    4531 N 7th Street

    Phoenix AZ  85014

     
    Map

    Appetizers and one hosted beverage provided
    Please RSVP by Friday, November 29th 

    Appreciation for our Generous Partner!

    Thank you Troy McNemar!

    • 08 Jan 2020
    • 9:00 AM - 2:00 PM
    • Location is TBD. Uber Conference Call Service: NUMBER IS TBD (no conference code or PIN required)

    Board meeting - Planning Meeting

    When:  Wednesday, January 8, 2020  9:00 AM - 2:00 PM

    Location: TBD

    Or:   Uber Conference Call

    Call In:  NUMBER IS TBD (no conference code, or participant pin required)

    Join the call online: Link is TBD






    • 21 Jan 2020
    • 11:15 AM - 1:00 PM
    • Ability 360, 5025 East Washington Street, Phoenix AZ 85034

    "Storytelling and Gift Planning: 

    A Recipe for Success"


     


      Lynn Malzone Ierardi, JD

      Board Chair

      National Association of Charitable    Gift Planners (CGP)



    There will always be new trends and challenges in planned giving and philanthropy. Trends such as changing demographics, blended gifts and blended responsibilities, increasing use of DAFs, metrics, and technology advances - all continue to change the environment and influence how we operate. Perhaps one of our biggest current challenges is the Tax Cuts and Jobs Act of 2017. One surefire way to successfully navigate trends and challenges is to share your planned giving stories. But what makes a good story? In this interactive session based on Lynn’s recently published book, Storytelling: The Secret Sauce of Fundraising Success, you’ll hear about storytelling recipes that can help you to live happily ever after!

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

    Please note:  Members  who cannot 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 $40.00 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.......



    • 12 Feb 2020
    • 9:00 AM - 10:30 AM
    • ACF - Arizona Community Foundation, 2201 E Camelback Road - Ste 405B, Phoenix Uber Conference Call Service: Number is TBD (no conference code or PIN required)
    Executive Committee Only

    When:  Wednesday, February 12, 2020 - 9:00AM to 10:30AM

    Where:  Will hold in person at ACF (Arizona Community Foundation) 2201 E Camelback Road - Ste 405B, Phoenix, but participants can call in if they cannot attend 

    Uber Conference Call

    Call In:  New Number is TBD  (no conference code, or participant pin required)




    • 18 Feb 2020
    • 11:15 AM - 1:00 PM
    • Sheraton Crescent Hotel, 2620 West Dunlap Avenue, Phoenix AZ 85021

    "Legal Ethics Considerations

    in Estate Planning"

     

     

      Lynda C. Shely

      The Shely Firm, PC



    This program will cover frequent legal ethics considerations for lawyers (and people who work with lawyers) relevant to planned giving situations including:

    • When must a lawyer disclose an affiliation with a nonprofit
    • Conflicts of Interest waivers that must be in writing
    • Why drafting a trust and serving as trustee may be a conflict
    • Ethical duties owed to beneficiaries
    • Most common malpractice claims in estate planning

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

    Please note:  Members  who cannot 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 $40.00 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.......



    • 11 Mar 2020
    • 9:00 AM - 10:30 AM
    • Uber Conference Call Service: NUMBER IS TBD (no conference code or PIN required)

    Board meeting; open to all members who wish to attend

    When:  Wednesday, March 11, 2020 -  9am-10:30am

    Where:  Uber Conference Call

    Call In:  NUMBER IS TBD (no conference code, or participant pin required)

    Join the call online: Link is TBD






    • 17 Mar 2020
    • 11:15 AM - 1:00 PM
    • Sheraton Crescent Hotel, 2620 West Dunlap Avenue, Phoenix AZ 85021

    "It's All in The Family...What's a Family?

    Estate Planning and Trust Management

    for a Brave New World"


      R. Hugh Magill

      Vice Chairman

      Northern Trust



    This presentation will:

    • Survey of the predominant traits of the generations represented in today’s estate planning process (the Greatest, Boomer, Gen X and Millennial generations);
    • Examination of changes in marriage and family structures, changes in family governance, the increasing cultural diversity of today’s families, artificial reproductive practices, and assumptions about life expectancy and mortality;
    • Exploration of approaches to estate planning and wealth allocation, modifications of trust design, and issues in the allocation of fiduciary responsibility which are better aligned with the needs of modern families;
    • Exploration of issues associated with increased longevity; and
    • Examination of the ways in which attorneys and fiduciaries can assist families in building more effective protocols for family collaboration and decision making

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

    Please note:  Members  who cannot 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 $40.00 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.......



    • 08 Apr 2020
    • 9:00 AM - 10:30 AM
    • Uber Conference Call Service: NUMBER IS TBD (no conference code or PIN required)

    Board meeting; open to all members who wish to attend

    When:  Wednesday, April 8, 2020 -  9am-10:30am

    Where:  Uber Conference Call

    Call In:  NUMBER IS TBD (no conference code, or participant pin required)

    Join the call online: Link is TBD






    • 21 Apr 2020
    • 11:15 AM - 1:00 PM
    • VALLEYLIFE, 1142 West Hatcher Road, Phoenix AZ 85021

    "A Successful Planned Giving Program"

    Panel Discussion

    Facilitator: Margaret Stephens Reed

    Panelists: TBD

    Learn about VALLEYLIFE and it’s 72 year history and why they decided to create a planned giving program and how they went about it:

    1. Discussion

    2. Design

    3. Policies

    4. Engagement

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

    Please note:  Members  who cannot 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 $40.00 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 Jun 2020
    • 9:00 AM - 10:30 AM
    • Uber Conference Call Service: NUMBER IS TBD (no conference code or PIN required)

    Board meeting; open to all members who wish to attend

    When:  Wednesday, June 10, 2020 -  9am-10:30am

    Where:  Uber Conference Call

    Call In:  NUMBER IS TBD (no conference code, or participant pin required)

    Join the call online: Link is TBD






Past events

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
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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