Events and Registration

 
Many thanks to our Education Seminar Partners!
Every month of every year, our consistent forums for your continuing education and inspiration
are made possible through the generous support of a local partner. 


           
              Charitable Remainder and
     Charitable Lead Trust Administration




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 as noted in each event details posting.

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

Monthly feedback is shared with the board for immediate response if necessary. Compiled feedback over time impacts staff and board processes, annual budgets, new services, and the member benefit list. 

Please take a moment view some feedback and the resulting actions.

Upcoming events

    • 24 Apr 2017
    • 22 Jan 2018
    • 13 sessions
    • Debi Bisgrove Community Philanthropy Center at ACF: 2201 E Camelback Rd #405B
    Download the flyer here.
    Download the participation form here.



    • 19 Sep 2017
    • 11:15 AM - 1:30 PM
    • TBD

    "What's On Your Plate?"
    Round Table Discussions

    When selecting an expert to present for our Planned Giving Round Table presentations, it is humbling to realize that the Round Table is full of experts.

    For the September meeting, we are embracing the “Round Table” concept and asking our members to discuss their dilemmas and share their expertise with each other. 

    • What’s on your desk about which you could use another opinion? 
    • What best practices have you developed that you are willing to share? 
    The September meeting is about members sharing their expertise and experiences with other members. 

    Please join us!


    Please note:  Members  who cannot attend, now have the ability to send a substitute in their place at the member registration level.

    11:15am Registration

    11:30am Lunch

    12:00pm:  Round Table Discussions

    1:00pm:  Adjourn

    We encourage members and non members who have attended before to invite a first time guest.  New this season, a reduced first time guest fee of $35.00 is being offered.  Please email info@pgrtaz.org or call 602-840-2900 for the first time guest registration code.
    • 17 Oct 2017
    • 11:15 AM - 1:30 PM
    • Phoenix Country Club: 2901 N 7th Street Phoenix AZ


    "Post Death Gift Analysis - The Rights of Charities Within the Estate/Will"


     

     
      Helen S. Fenlon
      Attorney

      




    Program Description to follow.

    ======================================

    Please note:  Members  who can not attend, now have the ability to send a substitute in their place at the member registration level.

    11:15am Registration

    11:30am Lunch

    12:00pm:  Presentation

    1:00pm:  Adjourn

    We encourage members and non members who have attended before to invite a first time guest.  New this season, a reduced first time guest fee of $35.00 is being offered.  Please email info@pgrtaz.org or call 602-840-2900 for the first time guest registration code.
    ================================

    Many Thanks to our Lunch Sponsor!

    Your Logo and Link could be here!

    Contact info@pgrtaz.org for details or contact Stephanie at 480-409-8522

    =============================

    Last minute cancellations:  If you find you cannot attend, an e-mail to info@PGRTAZ.org gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending At the Door?  Here's more information.......


    • 21 Nov 2017
    • 11:15 AM - 1:30 PM
    • Phoenix Country Club: 2901 N 7th Street Phoenix AZ


    "Thanks for Giving - Stewardship"


     
     
      Adele Dietrich
      Legacy Giving Officer
      Phoenix Rescue Mission
      


    Program Description to follow.

    ======================================

    Please note:  Members  who can not attend, now have the ability to send a substitute in their place at the member registration level.

    11:15am Registration

    11:30am Lunch

    12:00pm:  Presentation

    1:00pm:  Adjourn

    We encourage members and non members who have attended before to invite a first time guest.  New this season, a reduced first time guest fee of $35.00 is being offered.  Please email info@pgrtaz.org or call 602-840-2900 for the first time guest registration code.
    ================================

    Many Thanks to our Lunch Sponsor!

    Your Logo and Link could be here!

    Contact info@pgrtaz.org for details or contact Stephanie at 480-409-8522

    =============================

    Last minute cancellations:  If you find you cannot attend, an e-mail to info@PGRTAZ.org gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending At the Door?  Here's more information.......


    • 16 Jan 2018
    • 11:15 AM - 1:30 PM
    • Phoenix Country Club: 2901 N 7th Street Phoenix AZ


    "Tax Updates and Changes"

      
    Speaker:  TBD
      

    Program Description to follow.

    ======================================

    Please note:  Members  who can not attend, now have the ability to send a substitute in their place at the member registration level.

    11:15am Registration

    11:30am Lunch

    12:00pm:  Presentation

    1:00pm:  Adjourn

    We encourage members and non members who have attended before to invite a first time guest.  New this season, a reduced first time guest fee of $35.00 is being offered.  Please email info@pgrtaz.org or call 602-840-2900 for the first time guest registration code.
    ================================

    Many Thanks to our Lunch Sponsor!

    Your Logo and Link could be here!

    Contact info@pgrtaz.org for details or contact Stephanie at 480-409-8522

    =============================

    Last minute cancellations:  If you find you cannot attend, an e-mail to info@PGRTAZ.org gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending At the Door?  Here's more information.......


    • 20 Feb 2018
    • 11:15 AM - 1:30 PM
    • Arizona Humane Society: 1521 W Dobbins Road Phoenix


    "A Successful Legacy Program"


      
     Steven Hansen
     President and CEO

     Joyce Melter
     Planned Giving Officer

    Learn about the impact of estate gifts, the legacy circle, a continuing care program and the planned giving committee.

    ======================================

    Please note:  Members  who can not attend, now have the ability to send a substitute in their place at the member registration level.

    11:15am Registration

    11:30am Lunch

    12:00pm:  Presentation

    1:00pm:  Adjourn

    We encourage members and non members who have attended before to invite a first time guest.  New this season, a reduced first time guest fee of $35.00 is being offered.  Please email info@pgrtaz.org or call 602-840-2900 for the first time guest registration code.
    ================================

    Many Thanks to our Lunch Sponsor!

    Your Logo and Link could be here!

    Contact info@pgrtaz.org for details or contact Stephanie at 480-409-8522

    =============================

    Last minute cancellations:  If you find you cannot attend, an e-mail to info@PGRTAZ.org gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending At the Door?  Here's more information.......


    • 20 Mar 2018
    • 11:15 AM - 1:30 PM
    • Phoenix Country Club: 2901 N 7th Street Phoenix AZ


    "The Board's Invaluable Role in the Planned Giving Program"

    Speaker:  TBD

    Program Description to follow.

    ======================================

    Please note:  Members  who can not attend, now have the ability to send a substitute in their place at the member registration level.

    11:15am Registration

    11:30am Lunch

    12:00pm:  Presentation

    1:00pm:  Adjourn

    We encourage members and non members who have attended before to invite a first time guest.  New this season, a reduced first time guest fee of $35.00 is being offered.  Please email info@pgrtaz.org or call 602-840-2900 for the first time guest registration code.
    ================================

    Many Thanks to our Lunch Sponsor!

    Your Logo and Link could be here!

    Contact info@pgrtaz.org for details or contact Stephanie at 480-409-8522

    =============================

    Last minute cancellations:  If you find you cannot attend, an e-mail to info@PGRTAZ.org gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending At the Door?  Here's more information.......


    • 17 Apr 2018
    • 11:15 AM - 1:30 PM
    • Phoenix Country Club: 2901 N 7th Street Phoenix AZ


    "Donor Advised Funds"


     
     
      Randal T. Evans, J.D.
      Attorney
      Evans Law, PLC
      



    Program Description to follow.

    ======================================

    Please note:  Members  who can not attend, now have the ability to send a substitute in their place at the member registration level.

    11:15am Registration

    11:30am Lunch

    12:00pm:  Presentation

    1:00pm:  Adjourn

    We encourage members and non members who have attended before to invite a first time guest.  New this season, a reduced first time guest fee of $35.00 is being offered.  Please email info@pgrtaz.org or call 602-840-2900 for the first time guest registration code.
    ================================


    Many Thanks to our Lunch Sponsor!

    Your Logo and Link could be here!

    Contact info@pgrtaz.org for details or contact Stephanie at 480-409-8522

    =============================

    Last minute cancellations:  If you find you cannot attend, an e-mail to info@PGRTAZ.org gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending At the Door?  Here's more information.......


    • 30 May 2018
    • 7:30 AM - 5:00 PM
    • TBD


    Ideal for all gift planners, allied professionals, and board members, the 24th Annual Arizona Planned Giving Conference has become the leading one-day gift planning conference in the Southwest!

    The 2018 conference features two of the leading authorities in Planned Giving:

      Dr. Russell James

      Director of of Graduate Studies in

      Charitable Planning

      Texas Tech

     

      Bryan Clontz,
       CFP®, CLU, ChFC, CAP, AEP

      Founder and President

      Charitable Solutions, LLC




    Refund Policy: 

    Full refunds will be available (less 5% for credit card payment registrations) through May 18, 2018

    50% refunds will be offered from May 18, 2018 through May 24, 2018

    No refunds or credits can be made for cancellations received on/after 5 pm, May 24, 2018 as our event logistics and equipment rentals will be in process, however, substitute attendees are encouraged!

    *Please note: PGRTAZ is not a registered provider of pre-qualified CE for life insurance professionals.  All professionals should check with their designation requirements for qualified CE before submitting course outlines.  Standard CE requirements such as attendance sheets (with signatures), course outlines for attendees, and a minimum 50 minute learning hour, shall be observed.

 


 
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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