PGRTAZ and Affiliate Programming Options



PGRTAZ
 
Monthly Meetings
Programs are a mix of:
  • Advanced Topics for Professional Development: Gift Officers and Professional Advisors
  • Basic Topics/Introductory materials
Programs are generally held:
On the third Tuesday of each month
At the Phoenix Country Club
11:15am-1:15pm
Leave a Legacy
Marketing kits and public awareness of  Planned Giving to donors
Summer Forum
Multi Track, Fully Day Conference, developed to be THE CONFERENCE for collaborative topics, networking, and learning.  Designed to attract PGRTAZ existing and potential members, allied association members, and non profit board members and non-fundraising staff.
Webinars Select Topics professional developed by PPP for national chapters' use.
  PGRTAZ program focus is on individual professional continuing education in subject matters pertinent to Planned and Estate Planning Professionals
   



Allied Associations
 ACF Introduction to Planned Giving & Endowments
1 hour event.  moves into PG 101
Generally offered in Oct/Nov, again later in the year
 ACF Planned Giving 101:  Basics of Planned Giving and Endowment Programs
5 programs, once monthly, 2 1/2 hours
Generally offered Jan-May
 ACF Planned Giving 202:  Implementing Your Planned Giving and Endowment Program
6 programs, twice monthly, 2 1/2 hours
Generally offered in the Fall
 ACF AZ Endowment Building Institute: 
15 months, organizational commitment
Class IV begins Jan 2012 - Apr 2013
  The Above programs focus on ORGANIZATIONAL READINESS AND CAPACITY BUILDING
   
 AFP Association of Fundraising Professionals, offering a broad array of fundraising topics and some relevant to Planned Giving
 ONE Organization of Non Profit Executives: Offering leadership level discussions and camaraderie
 AZ Alliance of Non Profits
Alliance of Non Profit Organizations, banding together for a unified voice to governments, outreach and PR to the community, and purchasing power on services needed by Non Profits

Samples of Some Relevant Designations in/to Planned Giving:

CFRE:  Certified Fundraising Professional
CSGP: Certified Specialist in Planned Giving
CAP:  Chartered Advisor in Philanthropy

Associated/Allied Professional Designations:
Juris Doctorate
CPA
CFP
CLU
ChFC
...

 


 
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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