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Formerly known as Planned Giving Round Table of Arizona

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Membership and Collaborator News


  • 23 May 2022 3:19 PM | Stephanie Weadock (Administrator)

    Mayo Clinic - Assistant Director - Gift Planning

    Posted May 23, 2022

  • 24 Jan 2022 1:08 PM | Stephanie Weadock (Administrator)

    Frank Lloyd Wright Foundation:  Major and Corporate Gifts Officer

    January 24, 2022

    Frank Lloyd Wright Foundation:  Advancement Assistant

    January 24, 2022

  • 19 Nov 2021 12:03 PM | Stephanie Weadock (Administrator)

    UofA Foundation:  Trust and Estate Administrator

  • 01 Nov 2021 3:26 PM | Stephanie Weadock (Administrator)

    Phoenix Children's Hospital:  Director of Planned Giving

    Posted November 1, 2021

  • 16 Aug 2021 11:53 AM | Stephanie Weadock (Administrator)

    Frank Lloyd Wright Foundation:  Director of Development

    Posted August 13, 2021

  • 28 May 2021 12:51 PM | Deleted user

    Food for the Hungry:  Planned Giving Major Gifts Officer

  • 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

    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  

    Deadline for submission, September 30, 2020.

    Feel free to email 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 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.

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