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Membership and Collaborator News

Tell us what you think! 

We are excited for this years' PGRTAZ calendar of programs and marketing and education collaborators...a HUGE THANK you to the organizations who have agreed to partner with PGRTAZ for marketing collaborations:




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  • 28 May 2021 12:51 PM | Anonymous

    Food for the Hungry:  Planned Giving Major Gifts Officer

  • 06 Oct 2020 2:30 AM | Anonymous

    Lone Star CGP Oct 2020 Extended Program: Multi-Generational Philanthropy Keynote & Panel


    Tuesday, October 20, 2020 from 11:00 AM to 1:30 PM CDT

    Add to Calendar



    This is an online event.


    SAVE THE DATES for our 2020-2021 Schedule of Events

    Extended Program! 

    Tuesday, October 20, 2020, 11AM-1:30PM


    Multi-Generational Philanthropy

    Keynote & Panel 

    with guest speaker Melissa S. Brown of the National Research Collaborative

    Younger generations have different attitudes about giving, attitudes that nonprofits need to consider when developing fundraising strategies.

    Attend this workshop and take away a better understanding of these issues and their implications:

    • What do these shifts mean for recruiting and managing board members and staff?
    • How do we reach these audiences in the most efficient and effective way?

    Be part of a facilitated discussion with local philanthropists, advisors and funders will highlight these trends right here in our own community.


    There's still time to subscribe to our
    2020-2021 programs

    Learn more and Register Now!

  • 25 Sep 2020 10:10 AM | Tiffany House (Administrator)

    The conference has gone virtual and will be October 7-9, 2020.  It is not too late to register!  https://charitablegiftplanners.org/conference?utm_source=National+Association+of+Charitable+Gift+Planners&utm_campaign=0a1f139c33-EMAIL_CAMPAIGN_2020_03_23_08_01_COPY_01&utm_medium=email&utm_term=0_17b9a610ba-0a1f139c33-157710420 

  • 04 Sep 2020 9:45 AM | Tiffany House (Administrator)

    The 2020 Virtual Annual Conference was an AMAZING SUCCESS!  Check out the Proceeding Booklet to learn more.  

  • 03 Sep 2020 12:04 PM | Tiffany House (Administrator)

    PGRTAZ is soliciting current member articles relating to the planned giving industry and membership news for inclusion in their fourth quarter electronic newsletter. 

    This is your chance to share your knowledge, expertise and personal highlights with your fellow PGRTAZ members. 

    Article should be:

    • Related to educating fellow members on planned giving/current happenings
      • Advocacy news and/or legislation is highly welcome/sought.
    • Documents should be no more than 500 words in a word document and may include a small graphic or author’s photo (Submit article and graphic as separate attachments-graphic must be in a .jpeg format, 1 MB max)

    Articles should avoid:

    • Content of a marketing nature
    • Controversial or argumentative articles
    • Unsubstantiated or inflated claims
    • Videos are welcome adhering to guidelines as reflected

    All articles are gratefully received, but owing to space and editorial consideration, not all will be published in the newsletter.  The committee’s estimate of 1-2 articles will be selected.

    Forward article for consideration to the newsletter committee via email info@pgrtaz.org.

    Deadline for submission is September 30, 2020.

    Some example of member news:

    • Change in company/position
    • Newly acquired designations relating to estate planning field
    • Birthdays/anniversaries/newlyweds/birth of a child
    • Personal accomplishments (marathons, community involvement, walk on the moon, etc.)

    Please provide member news in the body of an email or a word document.  Please limit member news to minimal statements such as:

    • Recently married
    • Just celebrated 50-year marriage anniversary
    • Enjoyed the birth of our baby girl last month
    • Ran the PF Chang’s Rock ‘n’ Roll Marathon
    • Passed the ((course #)) CAP® course
    • Achieved the CAP® designation

    Forward news for consideration to the newsletter committee via email at info@pgrtaz.org.  

    Deadline for submission, September 30, 2020.

    Feel free to email info@pgrtaz.org with any questions or clarifications as needed.

    Thank you for your submissions and in making this 2020 fourth quarter PGRTAZ newsletter robust!


    The PGRTAZ Newsletter Committee

  • 27 Aug 2020 11:04 AM | Stephanie Weadock (Administrator)

    CGP Launches Conference Diversity Scholarships

    CGP is proud to announce a new initiative to support our members who represent diverse communities through a scholarship program to attend the 2020 CGP Virtual Conference. The scholarship includes registration to attend the full conference and a one-year national membership. Members and council member prospects representing Black, LatinX, Asian/Pacific Islander, Indigenous, two or more races, LGBTQI, and differently abled communities are invited to participate.

    “The CGP Diversity, Equity and Inclusion Task Force has developed several recommendations to improve our efforts to recruit, support and advance members from diverse communities. This initiative capitalizes on the unique circumstances of the 2020 CGP Conference to invite members of these communities to increase their skills and build their professional network.” – Marion Yongue, CGP Board of Directors and Chair, CGP Task Force on Diversity, Equity and Inclusion

    CGP is reaching out to our network of councils asking you to help communicate the initiative to your membership and encourage individuals to participate in this open program. An application is required and can be found here. Applications will be accepted through September 25th. You may contact info@charitablegiftplanners.org with any questions. Please take advantage of this opportunity to support our diverse communities and help us to build a stronger and more inclusive professional community.

  • 15 Aug 2020 10:13 AM | Tiffany House (Administrator)

    Check out our second quarter 2020 newsletter!

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