The Planned Giving Round Table of Arizona invites you to come join a group of interested colleagues to discuss the program, content and potential study group to succeed in achieving the CAP® certification.

Where:             The Henry
4455 E. Camelback Road
Phoenix Arizona 85018

When:             Tuesday, July 15^th at 9am

Please register to attend this informative session so we can ensure space availability.

What CAP^® Can Do for You

• The Chartered Advisor in Philanthropy^® (CAP^®) provides you with the knowledge and tools you need to help clients articulate and advance their highest aspirations for self, family, and society.
• Put your ideals to work
• Leverage your "heart" for giving by learning a process that subordinates estate planning and financial planning to meaning, purpose, and positive social impact
• Acquire a seat at the planning table when clients or donors make their legacy plans and their ultimate gift
• Become the sought-after trusted advisor of your community's highest capacity donors and clients
• Serve as the "link" between the client's or donor's aspirations and their technical planning team

Who takes CAP^®?

Over 500 professionals from many disciplines have taken CAP^®. These professionals include:

• Attorneys
• CPAs
• Development officers
• Planned giving officers
• Financial planners/wealth advisors
• Insurance professionals
• Philanthropic advisors in family offices
• Philanthropic advisors working with wealthy families on strategic grant-making

Bring your computer or IPAD and discuss with  current PGRTAZ members whom are already registered for CAP® and will provide their insight.

Russell S. Goldstein, CFP®

2014/15 PGRTAZ President