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Formerly known as Planned Giving Round Table of Arizona

                                           

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Membership and Collaborator News



  


  • 22 Apr 2015 9:53 AM | Stephanie Weadock (Administrator)

     

    Find High Capacity Prospects Hiding in Plain Sight

    April Live Webinar

    Do you believe you have donors in your file with the capacity to do major gifts who aren't? Most organizations have high capacity donors hiding in plain sight. A whopping 40% of donors in a recent study admit to having greater capacity than they are giving. But how do you connect the dots? What data do you have to inform you? Chances are you have valuable observational data about your donors not being mined. Today's technology allows us to collect and analyze a plethora of data about our donors. How can you leverage it efficiently to find your prospects, deepen your relationship with them and upgrade their giving? Whether you're a one person shop or large organization, you'll walk away with insights to uncover your hidden gems and grow them into major gifts. 

     At the conclusion of this session, participants will learn:

    • The 3 core types of data for prospecting (giving, marketplace and observational) 

    • The low hanging fruit of basic prospecting strategies and approaches for small shops 

    • How digital tools like video can dramatically enhance prospecting 

    • The myth of the giving pyramid and critical insights into midlevel donors 

    Target Audience:

    This presentation will be tailored to reach all audiences with low cost, low tech tips for small shops and sophisticated technology tips for larger organizations that are more advanced.

     When & Where

    Wednesday, April 29, 2015

    When: 10:00am - 11:30am

    Where: Phoenix Zoo (Stone House Pavilion)

               455 North Galvin Parkway Phoenix, AZ 85008 

    Cost: AFP Member - Free  Nonmember - $25.00

    Click here to register today!


  • 17 Apr 2015 11:44 AM | Stephanie Weadock (Administrator)

     

    Interested in learning more about the Certified Fund Raising Executive designation? How can it be helpful to your career? What are the requirements? How do I get started? Please join us at an informational session following the AFP monthly luncheon on May 6. The session will begin at 1:45pm and conclude by 2:30pm. Bring your questions!

    Wednesday, May 6, 2015 

    When:         1:45pm – 2:30pm

    Location:    Sheraton Phoenix Downtown

                         340 N. 3rd St., Phoenix, AZ 85004

                    (self - parking will be validated)

    Free to attend

    RSVP to admin@afpaz.org 



  • 16 Apr 2015 8:59 AM | Stephanie Weadock (Administrator)

     Notice of Request to Vote
    Amendment to PGRTAZ Bylaws

    The Planned Giving Round Table of Arizona Board of Directors accepted an amendment to the bylaws.  This is a required 10 day notice to the membership advising of this board accepted amendment to the bylaws, and advisement a request for membership to vote on the proposed amendment will be requested.

    To view the accepted bylaws amendments, please access this link:
    http://www.pgrtaz.org/resources/Documents/Governance/bylaws%20amendment.pdf

    Feel free to contact the administrative office of the PGRTAZ with any questions and/or clarifications needed.

    PGRTAZ
    info@pgrtaz.org
    602-840-2900



  • 07 Apr 2015 12:03 PM | Stephanie Weadock (Administrator)

     

    Today is a day for Arizonans to come together to show support for the state’s nonprofits. Go online, connect with causes you care about and make a tax-deductible donation.



  • 02 Apr 2015 1:30 PM | Stephanie Weadock (Administrator)

     

     




    AFP May Educational Luncheon

    “Breaking Down the Myths of Diversity Fundraising”

    Raising money in today's diverse communities is a growing challenge for fundraisers and philanthropists.  Thoughtful strategies, successful collaborations, and a respectful understanding of cultural difference is required. Please join today’s speakers Kim Covington, Carlos Galindo-Elvira and Eric Trevan who will focus on the following major ethnic groups - African American, Hispanic/Latino and Native American in terms of their diverse histories, traditions and motivations. This is your opportunity to learn about diverse donors and where their charitable interests are, as well as the fundraising methods that are successful in building relationships with this group. Also, learn how you can apply this information to the proven components of successful fundraising.  The speakers will share their personal experiences at how fundraisers can use an understanding of ethnic differences to create a balanced fundraising portfolio through both individual and collective efforts.

    Who should attend:
    CEOs
    CDOs

    MGOs

    Grant staff

     When & Where

    Wednesday, May 6, 2015

    Meet & Greet: 11:30am – Noon

    Luncheon & Presentation: Noon – 1:30pm

    Location: Sheraton Phoenix Downtown

                  340 N. 3rd St. Phoenix, AZ 85004

                  (parking will be validated)

    Cost:  AFP Members - $30

             Non-Members - $45

     

    *On-site registration: $15.00 additional for both members and non-members.

     

    AFP encourages you to pre-register for the luncheon prior to the deadline of 12 noon on Tuesday, May 5, 2015. If registering on-site the day of the luncheon, please note the cost increase and

    that the hotel cannot guarantee a meal. ALL No shows will be charged. Thank you for your

    cooperation.

     

    Register today!



  • 09 Mar 2015 11:29 AM | Stephanie Weadock (Administrator)

     

    March Webinar - "Donor Retention: Current Rates Are Plummeting! What Can Every Fundraiser Do to Reverse the Trend?"



    Our Presenter

     


    Jay B. Love currently serves as the CEO and Co-Founder of Bloomerang. Bloomerang serves the non-profit sector only with cutting edge technology tools for fundraising and communications. Prior to Bloomerang, he was the CEO and Co-Founder of eTapestry for 10 years. eTapestry was the leading SaaS technology company serving the charity sector. Jay orchestrated the sale of eTapestry to Blackbaud in 2007 after growing the company to more than 10,000 non-profit clients and charting seven years of record growth. Before starting eTapestry, Jay served 14 years as President and CEO of Master Software Corporation.  MSC provided a widely used family of database products for the non-profit sector called Fund-Master. Jay has also been a business consultant for numerous high tech firms throughout the U.S. He is a graduate of Butler University with a B.S. in Business Administration. He currently serves on the boards of numerousnon-profits and one private tech company.

     

    This session explores the Fundraising Effectiveness Project report commissioned by AFP and the Urban Institute. We will focus on what can be done about retaining donors based on the principles of Dr. Adrian Sargeant, the world renowned authority on building donor retention and donor loyalty. Dr. Sargeant's principles are based upon years of research conducted in the sector and can be used by any organization whether you are a one person shop or a large department. We will show examples of his principles in action via various technology tools. The results can be astounding when put into daily use. As Adrian states "even a small change in retention of 10% can double the lifetime value of your current donors!"

     Attendees will:

    • Be familiar with donor retention tools and donor loyalty techniques

    • Be familiar with current research on these tools and techniques in the nonprofit sector

    • Learn how exciting and fruitful the use of these principals, based on the extensive research of Dr. Adrian Sargeant can be to fundraising results

    Who should attend:

    • MGOs

    • CEOs

    • CDOs

    • COOs

    • Board of Directors 


    Tuesday, March 24, 2015

    11:00am – 12:30pm

     Location: American Heart Association

                  2929 S. 48th St
                  Tempe, AZ 85282

     Cost: AFP Members - Free
            Non-Members - $25

    Click here to register

    Bring your lunch.

  • 11 Feb 2015 10:15 AM | Stephanie Weadock (Administrator)

     

    Digital Marketing Strategies for Nonprofits - February 25th, from 5:30-7:30 p.m. at Arizona Community Foundation.

    Join YNPN Phoenix for an exciting event aimed at increasing your knowledge about digital marketing strategies for nonprofits. On February 25th, Carla Sandine, Founder and President of Highway Twenty, will present on marketing best practices for nonprofits and host a 30 minute Q&A session. Highway Twenty provides graphic design, website development, digital marketing, and CRM strategy to help nonprofit organizations raise money, advocate, strengthen and promote programs, and operate more efficiently. Carla Sandine is a leader in marketing and technology for nonprofits and socially conscious organizations. Carla and Highway Twenty’s team of marketing strategists, creatives, and technology experts work with nonprofits, foundations, government institutions, and other organizations making an impact in health care, education, animal welfare, human and civil rights, and the arts.
     

    Register Here! 

Arizona Charitable Gift Planners

www.azgiftplanners.org

admin@azgiftplanners.org

  602.840.2900 X1




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