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Formerly known as Planned Giving Round Table of Arizona

                                           

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Huge Thank You to Our 2024/2025 Program Partners! 

                                  



                                  

Events and Registration


Online credit card registration payments will be accepted no sooner than 90 days prior to each event.  Check and cash payments are accepted anytime.

Refund Policy:  A full refund of registration fees will be provided if cancellation of the registration is reported to the administrative office in writing (info@pgrtaz.org or 602-840-2900) prior to the RSVP deadline, generally the Thursday prior to the event, or as noted in each event details posting.  Registration fees will be payable if cancellation not received as noted above for pending registrations/no shows.

(Please note:  This refund policy does not apply to the annual Conference event.  Refund policy for this event will be specific to this event and is noted in the details of the event posting)


 

Upcoming events

    • 22 Oct 2024
    • 10 Dec 2024
    • 5 sessions
    • Zoom

    Download the flyer here.

    Visit the ACF website CAP page for additional information and registration directions.


    • 19 Nov 2024
    • 11:15 AM - 1:00 PM
    • ACF: 2201 E Camelback Rd #405b, Phoenix, AZ 85016
    Register


    November Monthly Meeting

    "One Shoe Dropping"


    Russ A. Willis III, J.D., LL.M

    d/b/a Planned Gift Design Services

    Last November, after 17 years of near silence, IRS launched the first of four guidance projects interpreting legislation Congress enacted way back in 2006 to "improve accountability" of donor advised funds. The proposed regs are focused on section 4966, which imposes an excise tax on "taxable distributions." For the most part, they are a matter of defining what the statutory terminology is supposed to mean. But there are some unpleasant surprises. Donors serving on advisory committees for field of interest funds or fiscal sponsorships may find that they are limited in what grants they can recommend. Investment advisors may be cut out of managing individual funds altogether. Fund sponsors may have to exercise expenditure responsibility even with respect to distributions to a public charity if a donor sits on the board of the recipient org. In short, the donor advised fund landscape may be changing rather significantly. And this is only the first of four regulatory projects on the near horizon.


    Learning Objectives:

    -A brief review of what the 2006 statute covers

    -Previous informal guidance issued by IRS

    -The scope of the four pending regulatory projects

    -A dive into the particulars of the proposed regs issued last November

    -Some of the public comments submitted

    -A discussion of the implications if the proposed regs are finalized

    without significant changes

    -What all of this implies for the donor advised fund landscape moving

    forward


    Huge Thank You To This Program's Sponsor!

    Session is Approved for 1PT  CE Credit

    Program is Approved for one (1) hour of   CE credit



    • 20 Nov 2024
    • 8:00 AM - 9:00 AM
    • Zoom
    Register


    AZCGP Board Meeting

    Join Zoom Meeting

    https://zoom.us/j/5465023703?pwd=L05LTlNvTk5WSFFlNDhmUlRmZ1htdz09

    Meeting ID: 546 502 3703

    Passcode: L3g@ci

    Find your local number: https://zoom.us/u/adFS9zH1




    • 26 Nov 2024
    • 4:00 PM - 6:00 PM
    • O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
    • 20
    Register


    In Person Happy Hour

    Tuesday, November 26, 2024

    4:00 - 6:00pm

     

    10810 N. Tatum Blvd, Phoenix

    4:00-6:00 pm

    Open to all members, supporters and guests of

    Arizona Charitable Gift Planners

    This is a no host gathering

    Be sure to register your attendance so we know who to welcome.


    • 17 Dec 2024
    • 5:00 PM - 7:00 PM
    • O.H.S.O. 10810 N Tatum Blvd #126, Phoenix, AZ 85028
    Register

    HOLIDAY SOCIAL

    Tuesday, December 17, 2024

    5:00 - 7:00 pm

     Best patios in Phoenix for chilling

    O.H.S.O Brewery

    10810 N Tatum Blvd #126, Phoenix, AZ 85028 

    Appetizers with hosted bar

    (beer, house wine, margaritas and soft drinks)

    Members and Guests Welcome!

    $25.00

    RSVP Deadline December 13, 2024


    Huge THANK YOU to our Social Event Partner!


    • 21 Jan 2025
    • 11:15 AM - 1:00 PM
    • TBD

    January Monthly Meeting


    "How to Help Clients Avoid 10% of Capital Gains"


    Chuck McLucas Jr., CPA, PFS, CKA

    Managing Director

    Bourque & McLucas CPAs


    By the use of a “Capital Gains Bypass Trust” (Charitable Remainder Unitrust) all tax on potential capital gains can be avoided. Using this tool will normally double a

    client’s income over their lifetime. By attending this presentation, you will learn the ins & outs of these trusts and will ber able to explain them to potential clients.

    With the Baby Boomer generation upon us this is the greatest time in history to be able to help them retire with a safe and secure retirement plan. These trust will also help raise billions of dollars for the great charities in our country.

    You will also learn more about how these trusts work and the advantages of each

    type of trust that are available in 2025. These may also help greatly in avoiding

    estate taxes with the reduction of the estate tax exclusion reduction as the end of

    2025.

    Learning objectives of this presentation:

    1. How to implement a Capital Gains Bypass Trust

    2. What are the available types of trusts?

    3. Six big decisions in setting up these types of trust.

    4. Who may be the best candidates for these trusts?

    5. How to gain referrals from your local charities and other professionals.

    6. Who is your best choice to administer these types of trusts?

    7. How to generate fees from assisting clients review the concepts.

    8. What information do you need to gather to run analysis for these trusts?


    Your Company's Logo Could Be Here!

    Become A Program Sponsor Today!


    • 22 Jan 2025
    • 8:00 AM - 12:00 PM
    • HonorHealth: 8125 N Hayden Road Scottsdale AZ 85258
    Register


    AZCGP Board Meeting

    In Person:

    HonorHealth

    8125 N Hayden Road

    Scottsdale, AZ 85258


    David Arnt Conference Room which is just off the first floor lobby.

    There are visitor parking spots in front of the building.


    Join Online:
    https://zoom.us/j/5465023703?pwd=L05LTlNvTk5WSFFlNDhmUlRmZ1htdz09
    Meeting ID: 546 502 3703
    Passcode: L3g@ci
    Find your local number: https://zoom.us/u/adFS9zH1




    • 28 Jan 2025
    • 4:00 PM - 6:00 PM
    • O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
    • 20
    Register


    In Person Happy Hour

    Tuesday, January 28, 2024

    4:00 - 6:00pm

     

    10810 N. Tatum Blvd, Phoenix

    4:00-6:00 pm

    Open to all members, supporters and guests of

    Arizona Charitable Gift Planners

    This is a no host gathering

    Be sure to register your attendance so we know who to welcome.



    • 18 Feb 2025
    • 11:15 AM - 1:00 PM
    • Desert Botanical Garden: 1201 N Galvin Pkwy, Phoenix, AZ 85008

    February Monthly Meeting-

    "Opera and Avocados: The Top Ten Lessons Learned from a Complex Life Estate"


    Jill Rode, CFRE

    Director of Philanthropy

    Music Academy of the West

    Description:

    Do you know what a retained life estate or life estate gift is? Would you be ready to manage one before and after it matures? The gift of a Ventura County avocado ranch to the Music Academy of the West teaches 10 key lessons about life estates as legacy gifts. Whether you are a one-person planned giving office or part of a team, this session will give you the tools to determine if life estates are the right gifts for your organization.


    You Could Be a Sponsor to this Program!


    • 25 Feb 2025
    • 4:00 PM - 6:00 PM
    • O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
    • 20
    Register


    Chartered Advisor in Philanthropy  (CAP®) Happy Hour

    Tuesday, February 25, 2024

    4:00 - 6:00pm

     

    10810 N. Tatum Blvd, Phoenix

    4:00-6:00 pm

    Honoring and recognizing all CAPers, CAPers in training, and those wanting to learn more!

    CAP® 

    Chartered Advisor in Philanthropy

    WHAT IS THE CAP® DESIGNATION?

    WHY CHOOSE CAP?

    Click Here to Learn More!


    This happy hour will have a focus on those who have and/or are interested in getting their  Chartered Advisors in Philanthropy designation.


    First beverage and appetizers provided.

    Be sure to register your attendance so we know who to welcome.

    Huge Thank You to this Happy Hour's Partner!


    • 26 Feb 2025
    • 8:00 AM - 9:00 AM
    • Zoom
    Register


    AZCGP Board Meeting

    Join Zoom Meeting

    https://zoom.us/j/5465023703?pwd=L05LTlNvTk5WSFFlNDhmUlRmZ1htdz09

    Meeting ID: 546 502 3703

    Passcode: L3g@ci

    Find your local number: https://zoom.us/u/adFS9zH1




    • 18 Mar 2025
    • 11:15 AM - 1:00 PM
    • TBD

    March Monthly Meeting

    "Bullet Proof Estate Plan"


    Robert Sewell

    Davis | Miles, Attorneys at Law


    Description:

    It’s not enough to Estate Plan for your clients.  You need a plan that can survive a judicial attack from a disappointed heir.  This continuing education shares the secrets of what the court will consider when an estate plan is under attack.  Will your estate plan survive attack?  The answer might surprise you.

    • 25 Mar 2025
    • 4:00 PM - 6:00 PM
    • O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
    • 20
    Register


    In Person Happy Hour

    Tuesday, March 25, 2024

    4:00 - 6:00pm


     

    10810 N. Tatum Blvd, Phoenix

    4:00-6:00 pm

    Open to all members, supporters and guests of

    Arizona Charitable Gift Planners

    This is a no host gathering

    Be sure to register your attendance so we know who to welcome.

    • 26 Mar 2025
    • 8:00 AM - 9:00 AM
    • Zoom
    Register


    AZCGP Board Meeting

    Join Zoom Meeting

    https://zoom.us/j/5465023703?pwd=L05LTlNvTk5WSFFlNDhmUlRmZ1htdz09

    Meeting ID: 546 502 3703

    Passcode: L3g@ci

    Find your local number: https://zoom.us/u/adFS9zH1




    • 15 Apr 2025
    • 11:15 AM - 1:00 PM
    • TBD


    April Monthly Meeting:

    More Information Coming Soon

    • 22 Apr 2025
    • 4:00 PM - 6:00 PM
    • O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
    • 20
    Register


    In Person Happy Hour

    Tuesday, April 22, 2024

    4:00 - 6:00pm

     

    10810 N. Tatum Blvd, Phoenix

    4:00-6:00 pm

    Open to all members, supporters and guests of

    Arizona Charitable Gift Planners

    This is a no host gathering

    Be sure to register your attendance so we know who to welcome.


    • 23 Apr 2025
    • 8:00 AM - 9:00 AM
    • Zoom
    Register


    AZCGP Board Meeting

    Join Zoom Meeting

    https://zoom.us/j/5465023703?pwd=L05LTlNvTk5WSFFlNDhmUlRmZ1htdz09

    Meeting ID: 546 502 3703

    Passcode: L3g@ci

    Find your local number: https://zoom.us/u/adFS9zH1




    • 15 May 2025
    • 16 May 2025
    • Half Day TBD / Full Day: Desert Willow Conference Center: 4340 E Cotton Center Blvd, Phoenix, AZ 85040


    Formerly known as Planned Giving Round Table of Arizona

    SAVE THE DATE

    31st Annual Conference

    Arizona's Premier Education Event for Gift and

    Estate Planning Professionals

     Ideal for all nonprofit gift planners and fundraising staff, financial, tax and estate professionals, other wealth advisors, nonprofit leaders, and board members

    May 15-16, 2025

    Half day beginner sessions on May 15, 2025

    Location:  TBD

    Full day sessions on May 16, 2025

    Desert Willow Conference Center

    4340 E. Cotton Center Blvd.

    Phoenix, Arizona 


    Review Partnership Opportunities Here

    Refund Policy: 

    Full refunds will be available (less 5% for credit card payment registrations) through April 18, 2025.

    50% refunds will be offered from April 19, 2025 through May 2, 2025.

    No refunds or credits can be made for cancellations received on/after 5 pm, May 2, 2025 as our event logistics and equipment rentals will be in process, however, substitute attendees are encouraged!

    • 20 May 2025
    • 11:15 AM - 1:00 PM
    • TBD


    May Monthly Meeting:

    More Information Coming Soon

    • 28 May 2025
    • 8:00 AM - 9:00 AM
    • Zoom
    Register


    AZCGP Board Meeting

    Join Zoom Meeting

    https://zoom.us/j/5465023703?pwd=L05LTlNvTk5WSFFlNDhmUlRmZ1htdz09

    Meeting ID: 546 502 3703

    Passcode: L3g@ci

    Find your local number: https://zoom.us/u/adFS9zH1




    • 25 Jun 2025
    • 8:00 AM - 9:00 AM
    • Zoom
    Register


    AZCGP Board Meeting

    Join Zoom Meeting

    https://zoom.us/j/5465023703?pwd=L05LTlNvTk5WSFFlNDhmUlRmZ1htdz09

    Meeting ID: 546 502 3703

    Passcode: L3g@ci

    Find your local number: https://zoom.us/u/adFS9zH1




Past events

23 Oct 2024 AZCGP October Board Meeting
22 Oct 2024 October In Person Happy Hour
15 Oct 2024 October Monthly Meeting: "Real Estate: The Untapped Asset Class"
02 Oct 2024 Planned Giving Roundtable of Southern Arizona: "Planned Giving from a Wealth Advisor’s Perspective"
25 Sep 2024 AZCGP September Board Meeting
24 Sep 2024 September In Person Happy Hour
12 Sep 2024 September Monthly Meeting: Phoenix Children's Hospital's Professional Advisory Summit
28 Aug 2024 AZCGP Board Meeting
27 Aug 2024 August In Person Happy Hour
20 Aug 2024 August Monthly Meeting: "Philanthropy Now and In the Future"
06 Aug 2024 ACF/AZCGP CAP Study Groups 2024: Charitable Strategies
25 Jun 2024 Marketing Collaborator Event- "AFP Giving USA Report & Panel"
17 May 2024 30th Annual Conference
30 Apr 2024 ACF/AZCGP CAP Study Groups 2024- Planning for Philanthropic Impact in the Context of Wealth
23 Apr 2024 April In Person Happy Hour
16 Apr 2024 April Monthly Meeting: "Troublesome Gifts, Ethics and the IRS - Oh My"
26 Mar 2024 March In Person Happy Hour
19 Mar 2024 March Monthly Program: "Tax-Advantaged Business Sales"
12 Mar 2024 Virtual Office Hours: The "Legacy" IRA
27 Feb 2024 February In Person Happy Hour
20 Feb 2024 February Monthly Meeting: " The Collectibles in Your Garage" & "Wheels for Wags"
13 Feb 2024 Virtual Office Hours: "Donor Relations and Asset Funded CRT's: Navigating the gift process with challenging donors."
24 Jan 2024 Board Meeting and Strategic Planning Session
23 Jan 2024 January In Person Happy Hour
16 Jan 2024 January Monthly Meeting "Introducing Gift Planning Earlier in Donors’ Cycle of Philanthropy"
06 Dec 2023 Holiday Social: Members and Guests Are Welcome
28 Nov 2023 Chartered Advisor in Philanthropy (CAP®) Happy Hour
21 Nov 2023 November Monthly Program: "Creative Trust Planning for Charitable Giving"
24 Oct 2023 October In Person Happy Hour
17 Oct 2023 October Monthly Meeting: "When Your Donor Calls an Attorney"
10 Oct 2023 Virtual Office Hours: "Effective Planned Giving Conversations with Donors"
26 Sep 2023 September In Person Happy Hour
12 Sep 2023 September Monthly Meeting: Phoenix Children's Hospital's Professional Advisory Summit
15 Aug 2023 August Monthly Meeting "Cognitive Impairment in Donors- Identifying Issues & Applying Best Practices"
28 Jun 2023 Board Meeting
09 Jun 2023 ACF Northern Arizona Estate Planning Day
19 May 2023 29th Annual Conference
26 Apr 2023 Board Meeting
25 Apr 2023 In Person Happy Hour
18 Apr 2023 April Monthly Program: "The Braddock Case: Helping Closely Held Business Owners Hit Their Legacy Home Run"
11 Apr 2023 Office Hours: "Are You Getting What's Coming to You?"
28 Mar 2023 In Person Happy Hour
22 Mar 2023 Board Meeting
21 Mar 2023 March Monthly Program: "Attracting, Recruiting and Retaining Gift Planning Professionals"
14 Mar 2023 Office Hours: Getting Your CAP® Designation
28 Feb 2023 In Person Happy Hour
21 Feb 2023 February Monthly Program: "Improving Your Revocable Deferred Giving Effort Through an Enhanced Resource Toolkit"
24 Jan 2023 Chartered Advisor in Philanthropy Happy Hour
17 Jan 2023 January Monthly Program: "Top Planning Ideas Today (COVID-19, Congress, Charity)"
01 Dec 2022 Holiday Social: Members and Guests Are Welcome
15 Nov 2022 November Monthly Program: "Family Charitable Giving Boards - A Structured Way to Involve Family Members in Philanthropy" "
02 Nov 2022 Minnesota Gift Planning Association 46th Annual Conference
26 Oct 2022 CGP Annual Conference
25 Oct 2022 In Person Happy Hour
18 Oct 2022 October Monthly Program: "Do More Good.... With Real Estate Assets!"
27 Sep 2022 In Person Happy Hour
20 Sep 2022 September Monthly Program: "Creating and Serving on a Non-profit Legacy Committee"
13 Sep 2022 Office Hours: "Effects of Rising 7520 Rates on Gift Planning Tax Incentives"
23 Aug 2022 In Person Happy Hour
16 Aug 2022 August Monthly Program: "Estate Administration: What Happens When You Die"
23 Jun 2022 Postponed: In Person Happy Hour
22 Jun 2022 Board Meeting
10 Jun 2022 Dinner with Colleagues after the Northern Arizona Estate Planning Day
26 May 2022 In Person Happy Hour
20 May 2022 28th Annual Arizona Planned Giving Conference
03 May 2022 Office Hours: "Gift Planning Tools and Tactics Easy to Implement"
28 Apr 2022 In Person Happy Hour
27 Apr 2022 Board Meeting
24 Mar 2022 In Person Happy Hour
23 Mar 2022 Board Meeting
15 Mar 2022 March Monthly Program: "Gift Planning and DEI"
01 Mar 2022 Office Hours: Should My Nonprofit Offer Charitable Gift Annuities?
24 Feb 2022 In Person Happy Hour
23 Feb 2022 Board Meeting
17 Feb 2022 Chartered Advisor in Philanthropy (CAP) Info Session
15 Feb 2022 February Monthly Program: "The Amazing Retained Life Estate: Almost too Good to be True"
15 Feb 2022 Loan Star Council of Charitable Gift Planners: Virtual Programn
27 Jan 2022 In Person Happy Hour
26 Jan 2022 Board Meeting and Strategic Planning Session
18 Jan 2022 January Monthly Program - Virtual: Looking Ahead to 2022 - Tax Law Changes
18 Jan 2022 Lone Star Chapter Event: Integrating Diversity, Equity and Inclusion into Your Nonprofit Board Culture
02 Dec 2021 Holiday Social: Members and Guests Are Welcome
16 Nov 2021 November Monthly Program-Virtual: Donor Stories in Planned Giving Marketing
02 Nov 2021 Office Hours: Structuring Gift Planning Stewardship Conversations
27 Oct 2021 In Person Hosted Happy Hour: Taliesin West
27 Oct 2021 Minnesota Gift Planning Association 45th Annual Conference
27 Oct 2021 Board Meeting
19 Oct 2021 October Monthly Program: Major Gifts of Assets: How Gifts of Real Estate are Dramatically Changing Philanthropy
01 Oct 2021 Planned Giving Round Table of Southern Arizona - Fall Symposium
30 Sep 2021 In Person Happy Hour
22 Sep 2021 Board Meeting
21 Sep 2021 September Monthly Program: Charitable Alternatives to 1031 Exchanges
21 Sep 2021 Lone Star Council - Donor Case Studies Roundtables
07 Sep 2021 Office Hours: “Everything You Need to Know from Wills to Wags and Whiskers”
25 Aug 2021 Board Meeting
18 Aug 2021 Colorado PGRT 2021 Summer Symposium
17 Aug 2021 August Monthly Program - Virtual: "Top Ten Mistakes in Estate Planning - How to Avoid the Pitfalls"
29 Jul 2021 In Person Happy Hour
09 Jun 2021 In Person Happy Hour
09 Jun 2021 Board of Directors Meeting and Conference Debrief
20 May 2021 27th Annual Arizona Planned Giving Conference
19 May 2021 Partner Program: "Jump Starting Your Planned Giving Program"
12 May 2021 Virtual Happy Hour
29 Apr 2021 Russell James Series: "Intro to Taxes 3: Capital Gains, Estate, Gift and Generation Skipping Taxes""
22 Apr 2021 ACF/PGRTAZ CAP Study Group 2021-2022
21 Apr 2021 Board of Directors Meeting
20 Apr 2021 Virtual Program: "Engagement Fundraising for Major and Legacy Gifts"
17 Mar 2021 Board of Directors Meeting
16 Mar 2021 Monthly Program: "Maximizing Required Minimum Distributions"
04 Mar 2021 Virtual Happy Hour
03 Mar 2021 Russell James Series: "CRTs: Special Trust Types"
23 Feb 2021 Lone Star Council of Charitable Gift Planners: February 23, 2021 Program
16 Feb 2021 Monthly Luncheon: "Give It Away Now: Thinking Beyond Retirement Income in Split Interest Gifts"
09 Feb 2021 Russell James Series: "Introduction to Planned Giving: Motivations for Financial Advisors""
04 Feb 2021 Virtual Happy Hour
19 Jan 2021 Monthly Virtual Program: "National Planned Giving Metrics and Standards"
13 Jan 2021 PGRTAZ Board Meeting and Strategic Planning Session
12 Jan 2021 Bonus Program: "The Rise of QCD's & the Role They'll Play in the Coming Decade""
07 Jan 2021 Virtual Happy Hour
08 Dec 2020 Virtual Happy Hour
30 Nov 2020 Russell James Series Kick Off: "Major Gifts of Assets in the Aftermath of COVID-19"
18 Nov 2020 Board of Directors Meeting
17 Nov 2020 Virtual Program: "Planned Giving Case Study: The Watershed Gift"
05 Nov 2020 Virtual Happy Hour: Trivia!
29 Oct 2020 Virtual Program: "Think Your Way to Success"
21 Oct 2020 Board of Directors Meeting
20 Oct 2020 Virtual Program: "Income & Gift Tax Implications of Establishing a Split Interest Gift for a 3rd Party""
30 Sep 2020 Virtual Program: "To Infinity and Beyond!: Drafting Gift Agreements That Will Stand the test of Time""
15 Sep 2020 Virtual Program: Panel Discussion: "Documenting Major Gifts When you Can't meet With Donors: Beyond Pen and Paper!""
09 Sep 2020 Board of Directors Meeting
02 Sep 2020 Virtual Happy Hour: Lets Reflect on the 26th Annual Planned Giving Conference
21 Aug 2020 26th Annual Arizona Planned Giving Conference
12 Aug 2020 Board of Directors Meeting
10 Jun 2020 Board of Directors Meeting
19 May 2020 May 19, 2020 Virtual Program: "Inherited IRAs After the SECURE Act" & "RMDs, Penalty-Free Withdrawals and Loans After the CARES Act"
13 May 2020 Board of Directors Meeting
07 May 2020 PGRTAZ Virtual Happy Hour
25 Apr 2020 ACF/PGRTAZ CAP Study Group 2020-2021
21 Apr 2020 April 21, 2020 Virtual Program and Annual Member Meeting
08 Apr 2020 Board of Directors Meeting
17 Mar 2020 Cancelled: March 17, 2020 Lunch Presentation
11 Mar 2020 Board of Directors Meeting
18 Feb 2020 February 18, 2020 Lunch Presentation
12 Feb 2020 Board of Directors Meeting - Executive Committee Only
21 Jan 2020 January 21, 2020 Lunch Presentation
08 Jan 2020 Board of Directors Meeting and Strategic Planning Session
03 Dec 2019 2019 PGRTAZ Holiday Social Event
19 Nov 2019 November 19, 2019 Lunch Presentation
13 Nov 2019 Board of Directors Meeting
23 Oct 2019 PGRTAZ Social Hour: San Tan Brewing Company
15 Oct 2019 October 15, 2019 Lunch Presentation
10 Oct 2019 Board of Directors Meeting - One Day Later due to Yom Kippur
26 Sep 2019 PGRTAZ Social Hour: McFate Brewery in Scottsdale
17 Sep 2019 September 17, 2019 Lunch Presentation
11 Sep 2019 Board of Directors Meeting - Executive Committee Only
28 Aug 2019 PGRTAZ Social Hour at McKenzie's Tavern
20 Aug 2019 August 20, 2019 Lunch Presentation
14 Aug 2019 Board of Directors Meeting - In Person
19 Jun 2019 Board of Directors Meeting in Person
14 Jun 2019 Northern Arizona Estate Planning Day for Professional Advisors
08 May 2019 Board of Directors Meeting and Conference Debrief
03 May 2019 25th Annual Arizona Planned Giving Conference
25 Apr 2019 ACF/PGRTAZ CAP Study Group 2019-2020
16 Apr 2019 April 16, 2019 Lunch Presentation
10 Apr 2019 Board of Directors Meeting
19 Mar 2019 March 19, 2019 Lunch Presentation
13 Mar 2019 Board of Directors Meeting
19 Feb 2019 February 19, 2019 Lunch Presentation
13 Feb 2019 Board of Directors Meeting
15 Jan 2019 January 15, 2019 Field Trip/Lunch Presentation
09 Jan 2019 Board of Directors Meeting and Strategic Planning Session
27 Nov 2018 2018 PGRTAZ Holiday Social Event
20 Nov 2018 November 20, 2018 Lunch Presentation
14 Nov 2018 Board of Directors Meeting
16 Oct 2018 October 16, 2018 Lunch Presentation
10 Oct 2018 Board of Directors Meeting
18 Sep 2018 September 18, 2018 Lunch Presentation
12 Sep 2018 Board of Directors Meeting
21 Aug 2018 August 21, 2018 Lunch Presentation
16 Aug 2018 ACF/PGRTAZ CAP Study Group
08 Aug 2018 Board of Directors Meeting
15 Jun 2018 Road Trip to Prescott, AZ: "Northern Arizona Estate Planning Day for Professional Advisors"
07 Jun 2018 Board of Directors Meeting
30 May 2018 24th Annual Arizona Planned Giving Conference
03 May 2018 Board of Directors Meeting
17 Apr 2018 April 17, 2018 Lunch Presentation
05 Apr 2018 Board of Directors Meeting in Person
20 Mar 2018 March 20, 2018 Lunch Presentation
01 Mar 2018 Board of Directors Meeting
20 Feb 2018 February 20, 2018 Lunch Presentation
01 Feb 2018 Board of Directors Meeting
16 Jan 2018 January 16, 2018 Lunch Presentation
04 Jan 2018 Board of Directors Meeting
29 Nov 2017 2017 PGRTAZ Holiday Social Event
21 Nov 2017 November 21, 2017 Lunch Presentation
02 Nov 2017 Board of Directors Meeting
17 Oct 2017 October 17, 2017 Lunch Presentation
05 Oct 2017 Board of Directors Meeting
19 Sep 2017 September 19, 2017 Lunch Presentation
07 Sep 2017 Board of Directors Meeting
15 Aug 2017 August 15, 2017 Lunch Presentation
03 Aug 2017 Board of Directors Meeting
14 Jun 2017 Collaboration Event: AFP, The Phoenix Philanthropy Group and PGRTAZ
08 Jun 2017 Board of Directors Meeting
11 May 2017 Board of Directors Meeting
08 May 2017 23rd Annual Arizona Planned Giving Conference
24 Apr 2017 ACF/PGRTAZ CAP Study Group
18 Apr 2017 April 18, 2017 Lunch Presentation
13 Apr 2017 Board of Directors Meeting
21 Mar 2017 March 21, 2017 Lunch Presentation
09 Mar 2017 Board of Directors Meeting
24 Feb 2017 Board Retreat
21 Feb 2017 February 21, 2017 Lunch Presentation
09 Feb 2017 Board of Directors Meeting
17 Jan 2017 January 17, 2017 Lunch Presentation
12 Jan 2017 Board of Directors Meeting
30 Nov 2016 2016 Holiday Social Event
15 Nov 2016 November 15, 2016 Lunch Presentation
10 Nov 2016 Board of Directors Meeting
18 Oct 2016 October 18, 2016 Lunch Presentation
13 Oct 2016 Board of Directors Meeting
20 Sep 2016 September 20, 2016 Lunch Presentation
20 Sep 2016 PGRTAZ Chartered Advisor in Philanthropy - CAP® Informational Session
08 Sep 2016 Board of Directors Meeting
16 Aug 2016 August 16, 2016 Lunch Presentation
11 Aug 2016 Board of Directors Meeting
14 Jun 2016 June 14, 2016 Joint Presentation with AFP
09 Jun 2016 Board of Directors Meeting
16 May 2016 22nd Annual Arizona Planned Giving Conference
12 May 2016 Pre-Annual Conference Board Call
19 Apr 2016 April 19, 2016 Lunch Presentation
14 Apr 2016 Board of Directors Meeting
15 Mar 2016 March 15, 2016 Lunch Presentation
10 Mar 2016 Board of Directors Meeting
16 Feb 2016 February 16, 2016 Lunch Presentation
11 Feb 2016 Board of Directors Meeting
25 Jan 2016 Meeting Fees payment after the meeting
20 Jan 2016 PGRTAZ Chartered Advisor in Philanthropy - CAP® GS 839 Study Groups
19 Jan 2016 January 19, 2016 Lunch Presentation
14 Jan 2016 Board of Directors Meeting
17 Nov 2015 November 17, 2015 Lunch Presentation
12 Nov 2015 Board of Directors Meeting
20 Oct 2015 October 20, 2015 Lunch Presentation
08 Oct 2015 Board of Directors Meeting
15 Sep 2015 September 15, 2015 Lunch Presentation
11 Sep 2015 Board of Directors Meeting
18 Aug 2015 August 18, 2015 Lunch Event
13 Aug 2015 Board of Directors Meeting
09 Jul 2015 PGRTAZ Chartered Advisor in Philanthropy - CAP® GS 859 Study Groups
03 Jun 2015 21st Annual Arizona Planned Giving Conference
19 May 2015 May 19, 2015 Lunch Presentation
14 May 2015 Board of Directors Conference Call Meeting
09 Apr 2015 Board of Directors Meeting
01 Apr 2015 April 1, 2015 Joint Meeting with AFP
17 Mar 2015 March 17, 2015 Lunch Presentation
12 Mar 2015 Board of Directors Conference Call Meeting
19 Feb 2015 Board of Directors Conference Call Meeting
17 Feb 2015 February 17, 2015 Lunch Presentation
20 Jan 2015 January 20, 2015 Lunch Presentation
20 Jan 2015 Chartered Advisor in Philanthropy Study Groups - GS 849
15 Jan 2015 Board of Directors Meeting
06 Dec 2014 December 2014: No Monthly Meeting
21 Nov 2014 PGRTAZ Marketing Collaborators' Coffee Connections
18 Nov 2014 November 18, 2014 Lunch Presentation
13 Nov 2014 Board of Directors Conference Call Meeting
21 Oct 2014 October 21, 2014 Lunch Presentation
14 Oct 2014 Leave A Legacy 2014 Regional Workshops
09 Oct 2014 Board of Directors Conference Call Meeting
24 Sep 2014 Chartered Advisor in Philanthropy Study Groups - GS 839
19 Sep 2014 PGRTAZ Marketing Collaborators' Coffee Connections
16 Sep 2014 September 16, 2014 Lunch Presentation and Shirt Sleeves Sessions
11 Sep 2014 Board of Directors Conference Call Meeting
31 Aug 2014 PGRTAZ Membership Discount Coupons
19 Aug 2014 August 19th Lunch Program
31 Jul 2014 Board of Directors Meeting
31 Jul 2014 Board of Directors Meeting
15 Jul 2014 PGRTAZ Chartered Advisor in Philanthropy - CAP® Informational Session
03 Jun 2014 20th Annual Summer Forum
29 May 2014 Board of Directors Meeting
28 May 2014 Meeting Fees payment after the meeting
20 May 2014 May 20, 2014-Breakfast Program and Committee Sessions
09 May 2014 20th Annual Summer Forum Committee Mtg
22 Apr 2014 Board of Directors Conference Call Meeting
18 Apr 2014 Meeting Fees payment after the meeting
15 Apr 2014 April 15, 2014 Lunch Program and Committee Sessions
11 Apr 2014 20th Annual Summer Forum Committee Mtg
25 Mar 2014 Board of Directors Conference Call Meeting
18 Mar 2014 March 18, 2014-Breakfast Program and Committee Sessions
18 Mar 2014 Meeting Fees payment after the meeting
14 Mar 2014 20th Annual Summer Forum Committee Mtg
27 Feb 2014 Board of Directors Conference Call Meeting
20 Feb 2014 Meeting Fees payment after the meeting
18 Feb 2014 February 18, 2014 Lunch Program and Committee Sessions
14 Feb 2014 20th Annual Summer Forum Committee Mtg
10 Feb 2014 Board of Directors Meeting Conference Call
21 Jan 2014 January 21, 2014-Breakfast Program and Committee Sessions
10 Jan 2014 20th Annual Summer Forum Committee Mtg
07 Jan 2014 Summer Forum Programs Committee Meeting
10 Dec 2013 Holiday Member Mixer
09 Dec 2013 20th Annual Summer Forum Committee Mtg
06 Dec 2013 PGRTAZ Leadership Reception
19 Nov 2013 Board of Directors Conference Call Meeting
12 Nov 2013 November 12, 2013 Breakfast Program and Committee Sessions
11 Nov 2013 20th Annual Summer Forum Committee Mtg
29 Oct 2013 Board of Directors Meeting
28 Oct 2013 20th Annual Summer Forum Committee Mtg
15 Oct 2013 October 15, 2013 Lunch Program and Committee Sessions
01 Oct 2013 Board of Directors Conference Call Meeting
17 Sep 2013 PGRTAZ Annual Report and Committee Kick Off Event. Our homage to Genius and Innovation: 99% Perspiration and 1% Inspiration!
11 Sep 2013 PGRTAZ Board and Committee Member Conference Call
03 Sep 2013 Board of Directors Conference Call Meeting
20 Aug 2013 August 20, 2013 Lunch Series
20 Aug 2013 Board of Directors Meeting
08 Jul 2013 19th Annual Summer Forum Committee Mtg
12 Jun 2013 19th Annual Summer Forum
21 May 2013 Board of Directors Meeting
21 May 2013 Breakfast Series
13 May 2013 19th Annual Summer Forum Committee Mtg
16 Apr 2013 Lunch Series
16 Apr 2013 Board of Directors Meeting
08 Apr 2013 19th Annual Summer Forum Committee Mtg
19 Mar 2013 Board of Directors Meeting
19 Mar 2013 Breakfast Series
19 Mar 2013 2013/14 PGRTAZ Board of Directors Nominations Now Open
11 Mar 2013 19th Annual Summer Forum Committee Mtg
19 Feb 2013 Board of Directors Meeting
19 Feb 2013 Lunch Series
11 Feb 2013 19th Annual Summer Forum Committee Mtg
15 Jan 2013 Board of Directors Meeting
15 Jan 2013 Breakfast Series
14 Jan 2013 19th Annual Summer Forum Committee Mtg
10 Dec 2012 19th Annual Summer Forum Committee Mtg
20 Nov 2012 Board of Directors Meeting
20 Nov 2012 Breakfast Series
16 Oct 2012 Lunch Series
16 Oct 2012 Board of Directors Meeting
18 Sep 2012 Board of Directors Meeting
18 Sep 2012 Breakfast Series
21 Aug 2012 Lunch Series
21 Aug 2012 Board of Directors Meeting
07 Aug 2012 Board of Directors Retreat
13 Jun 2012 18th Annual Summer Forum: From Success to Significance
15 May 2012 Board of Directors Meeting: Breakfast
15 May 2012 Breakfast Series: Advanced/Technical Planned Giving Track
17 Apr 2012 Board of Directors Meeting: lunch
17 Apr 2012 Lunch Series: Basic Planned Giving Track
20 Mar 2012 Breakfast Series: Advanced/Technical Planned Giving Track
20 Mar 2012 Board of Directors Meeting: Breakfast
21 Feb 2012 Board of Directors Meeting: lunch
21 Feb 2012 Lunch Series: Basic Planned Giving Track
21 Feb 2012 Call for 2012-2013 PGRTAZ Board Nominations
17 Jan 2012 18th Annual Summer Forum Committee Jan Mtg
17 Jan 2012 Board of Directors Meeting: Breakfast
17 Jan 2012 Breakfast Series: Advanced/Technical Planned Giving Track
27 Dec 2011 Call for January Website Postings and EBlast submissions
15 Nov 2011 18th Annual Summer Forum Committee
15 Nov 2011 Board of Directors Meeting: Breakfast
15 Nov 2011 Breakfast Series: Advanced/Technical Planned Giving Track
25 Oct 2011 Call for November Website Postings and EBlast submissions
18 Oct 2011 18th Annual Summer Forum Committee Oct Mtg
18 Oct 2011 Lunch Series: Basic Planned Giving Track
18 Oct 2011 Board of Directors Meeting: lunch
20 Sep 2011 Breakfast Series: Advanced/Technical Planned Giving Track
16 Aug 2011 Lunch Series: Basic Planned Giving Track
29 Jun 2011 18th Annual Summer Forum Committee
08 Jun 2011 17th Annual Summer Forum: The Business of Giving

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