More about Membership


 

Members of PGRTAZ include:

  • Planned giving officers
  • Major gifts officers
  • Directors of Development
  • Nonprofit CEOs and Executive Directors
  • Nonprofit board members and trustees
  • Volunteers and donors
  • Fundraising consultants
  • Attorneys
  • Accountants
  • Financial planners
  • Elder Care Specialists
  • Business Brokers
  • Trust officers
  • Insurance and real estate professionals
  • Other financial services professionals and donor advisors
Members are committed to better serving their donors and clients by helping them to make charitable gifts that are well planned both
financially and philanthropically.

Working the Numbers!

   Member  Non Member
 Savings/ Value
Annual Membership Dues (local chapter)
 $ 125    
9 monthly meetings*  $ 315  $405
$90
Annual Conference

 $ 175
 $200
 $25

22 hours continuing education possible

 ($880)


($880)
$880
Leave a Legacy Workshops and Materials
 ($250)  $250  $250
Members Only Resources
($100)
$100
 $100
Affiliate Event Discounts
 ($10)  $10  $10
 *Select Pre-Paid Meals
and save an additional $90
  ($90)    $90
 ROI
 $750 ($65) 
Cost per unit of CE plus meals:
 $23  $27  


Benefits of Membership Include:

Favorable Pricing for Monthly educational events

Ability to send a substitute to the regular monthly meetings at member pricing.  (not available to members with pre-paid meeting option)

Reasonably Priced Professional Continuing Education

Access to a Basic Course in Planned Giving

Favorable Pricing for the Annual Arizona Planned Giving Conference

Access to the Leave a Legacy network, assistance developing your legacy society ,and marketing/collateral materials

Special pricing and updates from Marketing Collaborators and allied industry professional associations, including some reciprocal membership options and discounted event attendance

Access to the Members' Only section of our website, including:

   -On Line Membership Directory
   -Opportunity to serve on the Board of 
    Directors
  -Opportunity to chair Committees
  -Updates from Partnership for
    Philanthropic Planning
   -Membership forum and discussion
   -Information about Advocacy and
    Charitable Legislative Updates





All members of the PGRTAZ agree to adhere to the Model Standards for Gift Planners:

PREAMBLE
The purpose of this statement is to encourage responsible gift planning by urging the adoption of the following Standards of Practice by all individuals who work in the charitable gift planning process, gift planning officers, fund raising consultants, attorneys, accountants, financial planners, life insurance agents and other financial services professionals (collectively referred to hereafter as "Gift Planners"), and by the institutions that these persons represent.

This statement recognizes that the solicitation, planning and administration of a charitable gift is a complex process involving philanthropic, personal, financial, and tax considerations, and as such often involves professionals from various disciplines whose goals should include working together to structure a gift that achieves a fair and proper balance between the interests of the donor and the purposes of the charitable institution.

I. PRIMACY OF PHILANTHROPIC MOTIVATION
The principal basis for making a charitable gift should be a desire on the part of the donor to support the work of charitable institutions.

II. EXPLANATION OF TAX IMPLICATIONS
Congress has provided tax incentives for charitable giving, and the emphasis in this statement on philanthropic motivation in no way minimizes the necessity and appropriateness of a full and accurate explanation by the Gift Planner of those incentives and their implications.

III. FULL DISCLOSURE
It is essential to the gift planning process that the role and relationships of all parties involved, including how and by whom each is compensated, be fully disclosed to the donor. A Gift Planner shall not act or purport to act as a representative of any charity without the express knowledge and approval of the charity, and shall not, while employed by the charity, act or purport to act as a representative of the donor, without the express consent of both the charity and the donor.

IV. COMPENSATION
Compensation paid to Gift Planners shall be reasonable and proportionate to the services provided. Payment of finders fees, commissions or other fees by a donee organization to an independent Gift Planner as a condition for the delivery of a gift are never appropriate. Such payments lead to abusive practices and may violate certain state and federal regulations. Likewise, commission-based compensation for Gift Planners who are employed by a charitable institution is never appropriate.

V. COMPETENCE AND PROFESSIONALISM
The Gift Planner should strive to achieve and maintain a high degree of competence in his or her chosen area, and shall advise donors only in areas in which he or she is professionally qualified. It is a hallmark of professionalism for Gift Planners that they realize when they have reached the limits of their knowledge and expertise, and as a result, should include other professionals in the process. Such relationships should be characterized by courtesy, tact and mutual respect.

VI. CONSULTATION WITH INDEPENDENT ADVISORS
A Gift Planner acting on behalf of a charity shall in all cases strongly encourage the donor to discuss the proposed gift with competent independent legal and tax advisers of the donor's choice.

VII. CONSULTATION WITH CHARITIES
Although Gift Planners frequently and properly counsel donors concerning specific charitable gifts without the prior knowledge or approval of the donee organization, the Gift Planners, in order to insure that the gift will accomplish the donor's objectives, should encourage the donor, early in the gift planning process, to discuss the proposed gift with the charity to whom the gift is to be made. In cases where the donor desires anonymity, the Gift Planners shall endeavor, on behalf of the undisclosed donor, to obtain the charity's input in the gift planning process.

VIII. DESCRIPTION AND REPRESENTATION OF GIFT
The Gift Planner shall make every effort to assure that the donor receives a full description and an accurate representation of all aspects of any proposed charitable gift plan. The consequences for the charity, the donor and, where applicable, the donor's family, should be apparent, and the assumptions underlying any financial illustrations should be realistic.

IX. FULL COMPLIANCE
A Gift Planner shall fully comply with and shall encourage other parties in the gift planning process to fully comply with both the letter and spirit of all applicable federal and state laws and regulations.

X. PUBLIC TRUST
Gift Planners shall, in all dealings with donors, institutions and other professionals, act with fairness, honesty, integrity and openness. Except for compensation received for services, the terms of which have been disclosed to the donor, they shall have no vested interest that could result in personal gain.

Adopted and subscribed to by the National Committee on Planned Giving and the American Council on Gift Annuities,
May 7, 1991. Revised April 1999.

 
 
What can you expect from attending
Round Table Gatherings?

Affordable
Quality
Innovative Ideas

Timely
Networked
Cross Disciplinary
Dialogue

Affiliate Programming
Practical Solutions
Cutting Edge Issues and Options

Smaller, Intimate Discussions
Not all lectures, More Round Table Interaction

Respect for Philanthropy and Donor Intent

Low Budget; High impact
Sustainable Stewardship
Leading by Doing



 


 
PGRTAZ Mission: Educate, motivate, and empower our community to collectively promote and facilitate planned giving.

 PGRTAZ Vision: We envision an enriched community where leaving a legacy through planned giving is the social norm. 


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