The Salvation Army:  Regional Director for Tucson, New Mexico and Southern Arizona

UofA Foundation:  Trust and Estate Administrator

Phoenix Children's Hospital:  Director of Planned Giving

Posted November 1, 2021

Food for the Hungry:  Planned Giving Major Gifts Officer

Associate Vice President of Planned Giving

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!

Respectfully,

The PGRTAZ Newsletter Committee

Check out the PGRT 2nd Quarter Newsletter of 2020!

In response to the ongoing COVID-19 pandemic, the CGP Board of Directors unanimously voted to present the 2020 CGP Conference entirely online. The safety of our members must be our top priority. With the continuing widespread presence of the virus, the board determined there was no certainty CGP could safely host an in-person large-scale event in October.

Plans are already underway to present a premier online conference using industry-leading technology and the very latest best practices in successful online meetings. CGP will continue to focus on presenting the highest quality professional development sessions, creating opportunities for networking, and connecting attendees with our exhibitors and sponsors to learn about the latest products and services in our field.

The conference dates of October 7-9 remain the same, though the daily schedule will change. Additional information regarding schedules and fees will be published over the next few weeks. If you have a fiscal year ending  June 30 and are interested in registering under your current year budget, please contact Carey Wilson at cwilson@charitablegiftplanners.org. Carey can provide invoices and process registrations as needed.

Conference Chair Meryl Cosentino, the 2020 Conference Committee, CGP Board of Directors and CGP staff all look forward to presenting a fantastic conference that safely brings our community together to share knowledge, visit with colleagues and make new acquaintances. We hope to see you in October.

Check out https://charitablegiftplanners.org/ to learn more!