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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:




  • 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.

  • 25 Jun 2020 12:30 PM | Tiffany House (Administrator)

    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!

  • 09 Jan 2020 12:28 PM | Stephanie Weadock (Administrator)

    Arizona Foundation for Women:  Planned Giving Director

  • 06 Aug 2019 11:05 AM | Stephanie Weadock (Administrator)

    Organizations who have already committed to supporting the monthly programs in 2019/2020:

    There are a few monthly meeting partnerships still available!

    Click here for the partnership opportunities and commitment form.

  • 06 Aug 2019 11:02 AM | Stephanie Weadock (Administrator)

    Please Note:  Monthly Luncheon Programs are now being held at

    The Sheraton Crescent Phoenix Hotel.

    If you are coming to the venue east bound off Dunlap, north bound off the I-17, or South bound off the I-17, easiest access is the I-17 north bound frontage road just north of Dunlap.

  • 06 Aug 2019 10:58 AM | Stephanie Weadock (Administrator)

    Thank You For Your Service!!

    Board Position First_Name Last_Name Organization
    President Judith  Smith Arizona Community Foundation
    Vice President Adrian Betts Kadish & Anthony Law Group
    Secretary Margaret Stephens-Reed VALLEYLIFE
    Treasurer Ron Wilson  
    Past President Tiffany  House, CAP®  Gift Planning Institute
    Board Member Randy Huston Yellowstone Trust Administration
    Board Member Jacqueline  Palmenberg Aid to Adoption of Special Kids
    Board Member Beth  Salazar, CAP®  Southewest Autism Research and Resource Center (SAARC)
    Board Member Diane Jezek Powell UCP of Central Arizona
    Board Member Troy McNemar McNemar Law
    Board Member Rea Mayer RBC Wealth Management
    Board Member Amber Ramirez Desert Botanical Garden
    Board Member Lauren Schult ASU Foundation
    Board Member Adele Dietrich Phoenix Rescue Mission
    Board Member Brad Harris A New Leaf
    Board Member Cindy Bozik Wells Fargo Wealth and Investment Management

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