In 1993, PGRTAZ President David Richardson (Mayo Foundation for Medical Education and Research) decided the monthly programming and networking that were so valuable for industry professionals needed to become more visible to the broader fundraising and financial community at large.  So, in 1994, as immediate Past President, he started the first Summer Forum, at the Mission Palms, with one educational track including basic planned giving vehicles, recruited members to volunteer to conduct the trainings, and hosted an audience of more than 100 interested professionals.

With David's founding legacy, each succeeding Vice President has became the de-facto Summer Forum Chair. 

The event has grown over the years to include ever greater outreach, at least two learning tracks, sponsorship opportunities, nationally recognized plenary presenters, and themes pulling all presentations together around current industry events.

What hasn't changed? The collegiality and passion for philanthropy and community connecting us all in a day of learning, fellowship, and personal growth.


  Past Summer Forum Themes

Reeling in the Big Fish
 2005 A Passion for Planned Giving
 2006 Gifts that Get You Where Your Donor Wants to Go
 2007 The Future is in our Hands

Invest in Your Future:  Enhanced Planned Giving Skills


Finding Opportunities When the Sky is Falling

 2010 Focus On What Matters

The Business of Giving:Opportunities, Options, and Obstacles

 2012 Planned Living: Planned Giving-From Success to Significance
 2013  Gateway to IMPACT!
 2014  Nurturing Philanthropy Across Generations
 2015 Annual Planned Giving Conference

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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