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• November Monthly Meeting- "Building a Legacy Society That is Timeless"

  • When
    18 Nov 2025
  •  
    11:15 AM - 1:00 PM
  • Location
    St. Mary's Food Bank- 2831 N. 31st Ave. Phoenix 85009
  • Registered
    7 registrants

  Register

  Monthly Meeting

  
  

  November 18, 2025

  11:15am - 1:00pm

  
  

  "Building a Legacy Society That is Timeless"

  
  

  Field Trip Program:

  St Mary's Food Bank
   2831 N. 31^st Ave., Phoenix 85009

  Click Here for Site Map
  

  
  

  Holiday Spirit Food Drive

  Each attendee is encouraged to bring a non-perishable food item for St. Mary's pantry!

  What is Needed for Donations

  
  

  Vanessa Martin AZ Humane Society

  Justin Pace Phoenix Children's Foundation

  Join us for an insightful session exploring the power and potential of Legacy Societies in driving long-term philanthropic impact. This presentation will highlight two distinct approaches: the Arizona Humane Society’s Legacy Circle, cultivated over two decades to foster deep community engagement and sustained growth, and Phoenix Children’s Foundation’s rapidly expanding Legacy Society, fueled by a strong brand and strategic positioning. Together, these examples showcase how legacy giving can thrive in both mature and emerging segments.

  Attendees will walk away with actionable strategies to elevate their own legacy society programs, whether starting from scratch or refining an existing initiative. Fundraisers will gain practical tools to engage donors meaningfully, while advisors will learn best practices for supporting and interacting with legacy society members. This session is designed to inspire and equip professionals with practical insights and proven techniques to build, sustain, and elevate legacy giving programs that resonate with donors and advisors alike.

  Program is Approved for 1PT  CE Credit

  You Could Be This Program's Partner!

  Contact Admin@AZGiftPlanners.org for more information

  Show details
• November Board Meeting

  • When
    26 Nov 2025
  •  
    8:00 AM - 9:00 AM
  • Location
    Zoom

  Register

  
  

  AZCGP Board Meeting

  Join Zoom Meeting
  
  https://zoom.us/j/5465023703?pwd=L05LTlNvTk5WSFFlNDhmUlRmZ1htdz09
  
  Meeting ID: 546 502 3703
  
  Passcode: L3g@ci
  
  Find your local number: https://zoom.us/u/adFS9zH1
  

  
  

  
  

  
  

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• AZCGP Holiday Social: Members and Guests Are Welcome

  • When
    02 Dec 2025
  •  
    5:00 PM - 7:00 PM
  • Location
    Aunt Chilada's: 7330 N. Dreamy Draw Phoenix AZ 85020
  • Registered
    2 registrants

  Register

  

  HOLIDAY SOCIAL

  Tuesday, December 2, 2025

  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!

  $30.00

  RSVP Deadline November 27, 2025

  
  

  Huge THANK YOU to our Social Event Partner!

  
  

  

  Show details
• January Monthly Meeting- "What Non-Profits Should Know About Advisors"

  • When
    20 Jan 2026
  •  
    11:15 AM - 1:00 PM
  • Location
    Ability 360- 5031 E Washington Street Phoenix AZ 85034

  Monthly Meeting

  January 20,2026

  11:15am- 1:00pm

  
  

  "Inside the Advisor's Mind: How Financial Planners Think, Communicate, and Collaborate"

  
  

  
  

  Juan Ros, CFP(R),AEP(R),CSPGSM,CEPA(R)

  Partner
  Forum Financial Management LP

  Financial planners and charitable gift planners both help donors achieve their personal and financial goals - but they often speak different professional languages. In this session, you’ll step into the financial advisor’s world and learn how they think, communicate, and make decisions. By understanding their mindset, process, and pressures, you’ll be better equipped to build trust and foster collaboration that benefits donors - who are also advisors' clients - and charities alike.

  Learning objectives:

  • Explain the financial planning process and how it parallels the gift planning process.

  • Identify how advisors define value, success, and risk in client relationships.

  • Recognize the regulatory and compliance factors that shape advisor behavior.

  • Translate philanthropic opportunities into advisor-friendly terms.

  • Implement best practices for initiating and maintaining advisor relationships.

  
  

  Program is Pending Approval for 1PT  CE Credit

  Program is Pending Approval for one (1) hour of   CE credit
  

  You Could be This Program's Sponsor!

  Show details
• January In Person Happy Hour

  • When
    27 Jan 2026
  •  
    4:00 PM - 6:00 PM
  • Location
    Vintage Fourteen Wine Bar and Sports Lounge 10625 N Tatum Blvd Suite 150, Phoenix, AZ 85028
  • Spaces left
    20

  
  

  Welcoming New Members!

  

  In Person Happy Hour

  Tuesday, January 27, 2026

  4:00 - 6:00pm

  Vintage Fourteen Wine Bar and Sports Lounge

  10625 N Tatum Blvd Suite 150, Phoenix, AZ 85028

  Open to all members, supporters and guests of

  Arizona Charitable Gift Planners

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

  This is a no Host event

  Show details
• January Board Meeting & Strategic Planning Session

  • When
    28 Jan 2026
  •  
    8:00 AM - 12:00 PM
  • Location
    TBD in Person and Zoom

  Register

  
  

  AZCGP Board Meeting
  

  8-9am Board Meeting 

  9am-12pm Strategic Planning Session

  In Person TBD

  Join Zoom Meeting
  
  https://zoom.us/j/5465023703?pwd=L05LTlNvTk5WSFFlNDhmUlRmZ1htdz09
  
  Meeting ID: 546 502 3703
  
  Passcode: L3g@ci
  
  Find your local number: https://zoom.us/u/adFS9zH1
  

  
  

  
  

  
  

  Show details
• February Monthly Meeting-“Taking Donors on the Journey Towards a Real Estate Gift”

  • When
    17 Feb 2026
  •  
    11:15 AM - 1:00 PM
  • Location
    Ability 360- 5031 E Washington Street Phoenix AZ 85034

  
  

  February Monthly Meeting

  February 17, 2025

  
  

  “Taking Donors on the Journey Towards a Real Estate Gift” 

  
  

  
  

  Kristen Dugdale, JD
  Senior Director, Relationship Management
  TIAA Kaspick

  
  

  At TIAA Kaspick, the median size of a charitable remainder unitrust created with real estate is between three and five times that of trusts created with cash and securities.  From talking to our clients, we know that outright gifts of real estate are also generally larger.  However, guiding a donor towards and through a real estate gift can be complicated and fraught with unwanted surprises.  The key to a successful real estate gift (one that includes a happy institution and a happy donor) is to appropriately set the donor’s expectations for the journey ahead.  Kristen will take you on a “guided hike” through real estate gifts, giving you all the information you need to prepare your donor for this exciting and rewarding journey.

  Learning Objective:  Issues that arise when donors contribute real estate to a charitable remainder unitrust or make an outright gift of real estate.

  
  

  Program is Pending Approval for 1PT  CE Credit

  Program is Pending Approval for one (1) hour of   CE credit

  
  

  Huge Thank You to This Program's Partner!

  
  

  Show details
• February In Person Happy Hour

  • When
    24 Feb 2026
  •  
    4:00 PM - 6:00 PM
  • Location
    Vintage Fourteen Wine Bar and Sports Lounge 10625 N Tatum Blvd Suite 150, Phoenix, AZ 85028
  • Spaces left
    20

  
  

  Honoring AZCGP Past Presidents

  In Person Happy Hour

  Tuesday, February 24, 2026

  4:00 - 6:00pm

  Vintage Fourteen Wine Bar and Sports Lounge

  10625 N Tatum Blvd Suite 150, Phoenix, AZ 85028

  Open to all members, supporters and guests of

  Arizona Charitable Gift Planners

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

  This is a no Host event

  Show details
• February Board Meeting

  • When
    25 Feb 2026
  •  
    8:00 AM - 9:00 AM
  • Location
    Zoom

  Register

  
  

  AZCGP Board Meeting

  Join Zoom Meeting
  
  https://zoom.us/j/5465023703?pwd=L05LTlNvTk5WSFFlNDhmUlRmZ1htdz09
  
  Meeting ID: 546 502 3703
  
  Passcode: L3g@ci
  
  Find your local number: https://zoom.us/u/adFS9zH1
  

  
  

  
  

  
  

  Show details
• March Monthly Meeting- "What Advisors Need to Know About Non-Profits"

  • When
    17 Mar 2026
  •  
    11:15 AM - 1:00 PM
  • Location
    Ability 360- 5031 E Washington Street Phoenix AZ 85034

  Monthly Meeting

  March 17,2026

  11:15am- 1:00pm

  
  

  "Inside the Gift Planner's World: Partnering for Purpose and Client Impact"

  
  

  
  

  Juan Ros, CFP(R),AEP(R),CSPGSM,CEPA(R)

  Partner
  Forum Financial Management LP

  Gift planners are among the most valuable allies financial advisors can have when working with charitably inclined clients. This session demystifies the world of charitable planning professionals - what they do, how they think, and how to work together to enhance client outcomes. Learn how collaboration with gift planners can help you create more meaningful client relationships, deliver better tax and legacy solutions, and expand your practice in the process.

  Learning objectives:

  • Describe the role and expertise of charitable gift planners.

  • Identify client situations where collaboration with a gift planner adds value.

  • Understand the range of charitable tools gift planners help implement.

  • Recognize how philanthropy strengthens client relationships and differentiates an advisory practice.

  • Apply a framework for initiating productive partnerships with charitable professionals.

  Program is Pending Approval for 1PT  CE Credit

  Program is Pending Approval for one (1) hour of   CE credit

  You Could be This Program's Sponsor!

  Show details
• March Chartered Advisor in Philanthropy (CAP®) Happy Hour

  • When
    24 Mar 2026
  •  
    4:00 PM - 6:00 PM
  • Location
    Vintage Fourteen Wine Bar and Sports Lounge 10625 N Tatum Blvd Suite 150, Phoenix, AZ 85028
  • Spaces left
    20

  
  

  Chartered Advisor in Philanthropy  (CAP®)

  In Person Happy Hour

  Tuesday, March 24, 2026

  4:00 - 6:00pm

  Vintage Fourteen Wine Bar and Sports Lounge

  10625 N Tatum Blvd Suite 150, Phoenix, AZ 85028

  Open to all members, supporters and guests of

  Arizona Charitable Gift Planners

  Honoring and recognizing all CAPers, CAPers in training, and those wanting to learn more!

  CAP^® 

  Chartered Advisor in Philanthropy

  WHAT IS THE CAP^® DESIGNATION?

  WHY CHOOSE CAP?

  Click Here to Learn More!

  This happy hour will have a focus on those who have and/or are interested in getting their  Chartered Advisors in Philanthropy designation.

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

  
  

  Huge Thank You to This Happy Hours Sponsor!

  
  

  Show details
• March Board Meeting

  • When
    25 Mar 2026
  •  
    8:00 AM - 9:00 AM
  • Location
    Zoom

  Register

  
  

  AZCGP Board Meeting

  Join Zoom Meeting
  
  https://zoom.us/j/5465023703?pwd=L05LTlNvTk5WSFFlNDhmUlRmZ1htdz09
  
  Meeting ID: 546 502 3703
  
  Passcode: L3g@ci
  
  Find your local number: https://zoom.us/u/adFS9zH1
  

  
  

  
  

  
  

  Show details
• April Monthly Meeting- TBD

  • When
    21 Apr 2026
  •  
    11:15 AM - 1:00 PM
  • Location
    Ability 360- 5031 E Washington Street Phoenix AZ 85034

  April Monthly Meeting

  
  

  "TBD"

  
  

  
  

  Speaker TBD

  
  More Information to Come!

  
  

  You Could be This Program's Sponsor!

  Show details
• April Board Meeting

  • When
    22 Apr 2026
  •  
    8:00 AM - 9:00 AM
  • Location
    Zoom

  Register

  
  

  AZCGP Board Meeting

  Join Zoom Meeting
  
  https://zoom.us/j/5465023703?pwd=L05LTlNvTk5WSFFlNDhmUlRmZ1htdz09
  
  Meeting ID: 546 502 3703
  
  Passcode: L3g@ci
  
  Find your local number: https://zoom.us/u/adFS9zH1
  

  
  

  
  

  
  

  Show details
• April In Person Happy Hour

  • When
    28 Apr 2026
  •  
    4:00 PM - 6:00 PM
  • Location
    Vintage Fourteen Wine Bar and Sports Lounge 10625 N Tatum Blvd Suite 150, Phoenix, AZ 85028
  • Spaces left
    20

  
  

  In Person Happy Hour

  Tuesday, April 28, 2026

  4:00 - 6:00pm

  Vintage Fourteen Wine Bar and Sports Lounge

  10625 N Tatum Blvd Suite 150, Phoenix, AZ 85028

  Open to all members, supporters and guests of

  Arizona Charitable Gift Planners

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

  This is a no Host event

  Show details
• 32nd Annual Charitable Gift Planners' Conference

  • Start
    14 May 2026
  • End
    15 May 2026
  • Location
    Desert Willow Conference Center: 4340 E Cotton Center Blvd, Phoenix, AZ 85040

  SAVE THE DATE 32nd Annual Conference Arizona's Premier Education Event for Gift and Estate Planning Professionals  Ideal for all nonprofit gift planners and fundraising staff, financial, tax and estate professionals, other wealth advisors, nonprofit leaders, and board members May 14-15, 2026 Half day beginner sessions on May 14, 2026 8:00am - 12:00pm Full day sessions on May 15, 2026 7:15am - 3:00pm Desert Willow Conference Center 4340 E. Cotton Center Blvd. Phoenix, Arizona

  
  

  Refund Policy: 
  

  Full refunds will be available (less 5% for credit card payment registrations) through April 24, 2026.

  50% refunds will be offered from April 25, 2026 through May 1, 2026.

  No refunds or credits can be made for cancellations received on/after 5 pm, May 1, 2026 as our event logistics and equipment rentals will be in process, however, substitute attendees are encouraged!

  Show details
• June Board Meeting

  • When
    24 Jun 2026
  •  
    8:00 AM - 9:00 AM
  • Location
    Zoom

  Register

  
  

  AZCGP Board Meeting

  Join Zoom Meeting
  
  https://zoom.us/j/5465023703?pwd=L05LTlNvTk5WSFFlNDhmUlRmZ1htdz09
  
  Meeting ID: 546 502 3703
  
  Passcode: L3g@ci
  
  Find your local number: https://zoom.us/u/adFS9zH1
  

  
  

  
  

  
  

  Show details