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Formerly known as Planned Giving Round Table of Arizona

                                           

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Membership and Collaborator News



  


  • 29 Jul 2015 9:34 AM | Stephanie Weadock (Administrator)

     
    2015 Spirit of Philanthropy Awards

    Are you looking for a great way to recognize that exceptional supporter who goes beyond the call for your organization, or show a member of your development team that he/she deserves to be recognized for his or her passion and dedication?  Why not honor them with a Spirit of Philanthropy Award? The award was created in 1991 to provide charitable organizations the opportunity to honor someone within or close to their organization who truly exemplifies the “spirit of philanthropy”. These awards will be presented at the Celebration of Philanthropy Luncheon along with the Annual Leadership Awards.

    The Celebration of Philanthropy Luncheon is Wednesday, November 11, 2015.  The annual awards ceremony and event serve to recognize and celebrate Arizona’s finest fundraisers, volunteers, philanthropists, and corporations who serve our community through their dedication of resources, time and generosity.

    Submission deadline for the 2015 Spirit of Philanthropy Award form is Wednesday, August 19, 2015. Click here to download the form.

    Celebration of Philanthropy Luncheon

    Wednesday, November 11, 2015

    Sheraton Phoenix Downtown Hotel

    340 N. 3rd St.

    Phoenix, Arizona, 85004 

    For any questions please call our chapter office at 480-947-3459 or email admin@afpaz.org 

  • 21 Jul 2015 9:37 AM | Stephanie Weadock (Administrator)

     

    AEBI offers advanced session

    If your organization has recognized the importance of planned giving and endowments and you want to learn more about implementing a program, we invite you to attend Planned Giving and Endowments 202 presented by the Arizona Endowment Building Institute at the Arizona Community Foundation.

    This one-day seminar will help you explore the strategies for a successful planned giving and endowment program and move your organization forward in the process. During this advanced session, participants will:

    Learn more about planned giving legacy societies

    Discuss relationships with professional advisors

    Explore endowment policies

    Review basic illustrations of charitable gift annuities and charitable remainder

    trusts

    Consider endowment readiness factors

    Identify planned giving donor characteristics

    Evaluate methods for integrating planned giving and endowments with other fundraising efforts


    The fee to attend Planned Giving and Endowments 202 is $25 per person. If your organization has an established fund with the Arizona Community Foundation,

    there is no cost to attend this seminar.

    PLANNED GIVING AND ENDOWMENTS 202

     

    Friday, August 14

    9:30 a.m. to 2:00 p.m.

     

    Debi Bisgrove Community Philanthropy Center at ACF

    2201 E. Camelback Road, Suite 405B, Phoenix


    RSVP online

     

    The Arizona Endowment Building Institute helps nonprofit organizations plan for financial stability. Find out how at www.azfoundation.org/AEBI.


    Learn More




  • 16 Jul 2015 10:02 AM | Stephanie Weadock (Administrator)

     
    AUGUST WEBINAR

    "The Campaign Prequel: Success Begins Before the Campaign Plan"

    In our challenging post-Great Recession environment, more organizations are considering campaigns to expand programs and create budget stability. The competition for donor attention means these organizations must engage in careful planning even before considering a campaign. It starts with an assessment and understanding of the organization's capacity for fundraising. It also requires a clear understanding by the board and staff about the rigors and demands of a campaign.

     Based on over 25 years of campaign management experience, this session will review the key topics of strategic planning and board development, understanding the strengths and weaknesses of the current marketing and fundraising outreach, and a frank appraisals of the organization's current donor base and stewardship programs. Practical assessment tools will be presented that will help any organization understand its pre-campaign readiness. 

     At the conclusion of this session, participants will:

    • Understand the role of strategic planning and its connection to campaign planning
    • Understand how to assess and, if necessary, strengthen the board

    When & Where

    Tuesday, August 25, 2015 

    When: 10:00am - 11:30am

    Where: Southwest Autism Research and Resource Center

               300 N 18th Street Phoenix, AZ 85006

     *Please note the webinar is not available for remote participation.

    Cost

    AFP Member - Free

    Nonmember - $25.00

     Click here to register today!


  • 01 Jul 2015 3:08 PM | Stephanie Weadock (Administrator)

     

    Begin the journey toward financial stability

    Offered by the Arizona Endowment Building Institute, Planned Giving 101 is a one-day course that focuses on creating the basic infrastructure necessary for nonprofit organizations to begin a legacy giving program.

    During Planned Giving 101, attendees will:

    Learn the importance of gift acceptance, investment, spending, and windfall gift policies.

    Gain a baseline understanding of the variety of planned gift instruments such as bequests, trusts and charitable gift annuities.

    Learn to identify potential planned gift prospects among their organization's donors and volunteers.

    Assess their organizations' readiness to develop and launch a planned giving program and determine how to effectively "sell" the idea to the board of directors.

    Attendance is free for organizations with an endowment or reserve fund at ACF and $25 per person otherwise.

    PLANNED GIVING 101:
    BASICS OF PLANNED GIVING AND ENDOWMENTS

     

    Friday, July 17

    9:30 a.m. to 2:00 p.m.

     

    Debi Bisgrove Community Philanthropy Center at ACF

    2201 E. Camelback Road, Suite 405B, Phoenix


    RSVP online

    The Arizona Endowment Building Institute helps nonprofit organizations plan for financial stability. Find out how at www.azfoundation.org/AEBI.

    Learn More


    Learn More


  • 19 Jun 2015 11:05 AM | Stephanie Weadock (Administrator)

     

     "Why and How to Use Social Media to Show Gratitude to Donors"


    Did you know that 53% of donors lapse because of poor donor communication? Though social media usage has become pervasive among nonprofits, it is still used primarily for promotion. Those organizations who are utilizing networks like Facebook, Twitter and Instagram to show authentic and personalized appreciation to supporters are reaping the benefits of increased engagement and donor loyalty.

    This session will help you discover how to maximize your nonprofit's social media accounts through thankfulness, instead of promotion. We will examine real-life examples of effective social media usage from organizations large and small, as well as the latest research into what works and what doesn't.

    At the conclusion of this session, participants will

     Discover time-honored gift acknowledgement techniques that translate perfectly to social media

    • Learn how to formulate a relevant social content strategy for your organization

    • Understand data-driven best practices in timing, format and style of social posts across all networks

    When & Where

    Friday June 26, 2015 

    When: 11:00am - 12:30pm

    Where: Desert Botanical Garden

               1201 N. Galvin Pkwy., Phoenix, AZ 85008

     Cost


    AFP Member - Free

    Nonmember - $25.00

    Click here to register today!

    *Please note the webinar is not available for remote participation.

    Thanks to our Sponsor

     

    At the Phoenix Rescue Mission, hope begins with a meal. Serving three meals a day, 365 days a year, the Mission cares for anyone who comes to our door. Founded in 1952, the Mission provides food, emergency shelter and addiction recovery services for the homeless and working poor of metropolitan Phoenix. Our Hope Coach street outreach program ensures the unsheltered are fed and protected from the seasonal elements. Our Transformations addiction recovery program is available free of charge for men, women and women with children. Upon completion of the program, graduates can live at our off-site housing as they transition into the workforce.

     



Arizona Charitable Gift Planners

www.azgiftplanners.org

admin@azgiftplanners.org

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