Membership and Collaborator News

Tell us what you think! 

We are excited for this years' PGRTAZ calendar of programs and marketing and education collaborators...we believe we have the right themes, the right topics, the right speakers, all at the right time in our nation's history, for our professional network to really come together and provide amazing planning opportunities for their clients.  This organization can help overcome the obstacles to lifetime giving, and provide so many ideas for options on how to maximize gift impact!

We can nurture our children, protect our environment, fight disease, stave off hunger and thirst, and build a better world together....understanding planned giving makes you a vital element in the team building solutions to the challenges of our age.

Here's your chance to weigh in with your thoughts!  What news or educational event do you have to share?  E-mail info@PGRTAZ.org with the subject line "Membership and Collaborator News", and your information blurb.
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  • 13 Jun 2017 1:30 PM | Anonymous
    Join us in wishing a very Happy Birthday for the month of June to:

    Randy Huston

    Bradley Kuluris

    Gwyn Goebel

    How, you may ask yourself, do we know this? Completed information in the membership profiles.  Completing all fields in your profile could get you birthday recognition, and possible other little perks..........We don't need the year you were born, just the month.
  • 09 May 2017 2:47 PM | Anonymous
     Click on flyer to download.

  • 10 Apr 2017 4:55 PM | Anonymous
    Join us in wishing a very Happy Birthday for the month of April to:

    Dan Packard, CPA

    Lisa Zuba

    Brad Harris, CAP(R)

    Carina Burtell, AAMS

    Jacqueline Palmenberg, CFRE

    How, you may ask yourself, do we know this? Completed information in the membership profiles.  Completing all fields in your profile could get you birthday recognition, and possible other little perks..........We don't need the year you were born, just the month.
  • 06 Apr 2017 9:31 AM | Anonymous
     

    Recognize Your Best with a Leadership or

    Spirit of Philanthropy Award


     

    Award nominations are now being accepted for the AFP Greater Arizona 33rd Annual Celebration of Philanthropy.


    You have two fantastic ways 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!  Nominate them for a Philanthropy Leadership Award or bring your team together to show their support with a table and the Spirit of Philanthropy Award!
     


    ​​33rd Annual Philanthropy Leadership Awards
    Wednesday, November 8, 2017
    Sheraton Grand Phoenix
    340 N. 3rd St., Phoenix, AZ 85004

     

    ______________________________________________________________



    The Leadership Awards give us all an opportunity to pay tribute to one special person or entity, in one of five categories, who has demonstrated exceptional financial support and/or leadership in advancing our nonprofits and the communities they serve.

     

    Leadership Award Nominations are being accepted in the following categories:
     

    • Outstanding Philanthropist
     

    • Outstanding Volunteer Fundraiser
     

    • Outstanding Corporation/Foundation
     

    • Outstanding Fundraising Executive
     

    • Outstanding Youth/Student

     

    Nominations are due by May 31, 2017.  Please click a category above to download the form.

    ______________________________________________________________

     

     

     

    The Spirit of Philanthropy Award allows you to show your support and gratitude to anyone you want to recognize and honor with an award and table of 10 at the Celebration of Philanthropy Luncheon.  The cost starts at $1250.00 with additional options to place an ad in the event program.

    Click here for more details and to download the Spirit of Philanthropy award form.  Forms are due by September 1st.

     


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

     

     


  • 29 Mar 2017 10:09 AM | Anonymous
     Arizona Community Foundation

    Workshop series for nonprofits to focus on financial topics

     

    The Arizona Community Foundation, in partnership with JPMorgan Chase, presents a series of workshops that address financial topics of interest to nonprofit organizations. Sustainable Financial Strategies for Nonprofits will provide insightful information to help your organization succeed. Topics will include:

    Demystifying the grant process

    Creative funding opportunities

    Uncommon fundraising strategies


    During the first workshop in the series, Taking the Mystery out of Grants, experts in both grant writing and grantmaking will offer candid advice and answers to common questions to illuminate the grant process from start to finish.

    SUSTAINABLE FINANCIAL STRATEGIES FOR NONPROFITS:

    Taking the Mystery out of Grants

     

    Friday, April 28

    11:30 a.m. to 2:30 p.m.

     

    Debi Bisgrove Community Philanthropy Center at ACF

    2201 E. Camelback Road, Suite 405B, Phoenix


    RSVP online

     

    Our thanks to JPMorgan Chase for generously underwriting the series.

     




    Learn More


  • 29 Mar 2017 9:33 AM | Anonymous
     

    April Lunch & Learn:
    An Introduction to Donor Data Segmentation

    Do you communicate to everyone in your database the same way? You can't craft a compelling message or story if you don't know who you're talking to. Effective storytelling starts with matching your message to your audience. When we don't segment our messaging, we set ourselves up for failure. In this presentation, Steven Shattuck - Chief Engagement Officer at Bloomerang - will share some of his favorite strategies for segmenting your donors and other constituents in your database.


    Attendee takeaways:

    • 4 basic ways to segment your donors.
    • How to get off the donor acquisition treadmill
    • How to improve your donor retention rates
    • One of Steven's favorite ways to segment donors - one that has the potential to turn casual donors into major donors.

    When & Where

     



    Wednesday, April 5

    Time: 11:30am - 1:30pm
    Location:
    24th Street Conference Center 

                  1841 N 24th St #10, Phoenix, AZ 85008

     

    *New luncheon format! We encourage you to arrive at 11:30 for the open buffet and table discussion portion of the luncheon. From 11:30-12:00 we will have table discussions to share with each other our best practices, tips and tricks for donor stewardship. Come prepared to share a technique that works well for you, or ask the table to provide suggestions for a challenge you may be experiencing. Expand your network. Share best practices. Enjoy open discussion on topics that matter to you.

    Cost

     

    AFP Member - $30.00 / Nonmember - $45.00


    Click here to register today!

     

    *On-site registration: $15.00 additional for both members and non-members. AFP encourages you to pre-register for the luncheon prior to the deadline of 12 noon on Tuesday, April 4. If registering on-site the day of the luncheon, please note the cost increase and that we cannot guarantee a meal. ALL No shows will be charged. Thank you for your cooperation.


  • 23 Mar 2017 5:00 PM | Anonymous

     

     

    AFP March Member Mixer


     

    Join us on March 23rd for happy hour at our Member Mixer! Relax and meet your fellow fundraisers at one of the newest spots in Old Town Scottsdale. Enjoy a selection of complimentary appetizers and fun drink specials, invite your colleagues to learn more about what AFP has to offer! See you there!

       

    About the Venue

    Boss Pizza Bar, located on Second Street near Marshall Way, boasts a sprawling patio with strings of twinkly lights, white-washed picnic tables, and two separate bars. Boss Pizza owner Tony Alfonso traveled to Naples to learn how to make the traditional pies from local master pizzaioli.

    Thursday, March 23
    5:00pm – 7:00pm
    BOSS Pizza Bar
    7125 E. 2nd St., Scottsdale, AZ 85251

    Cost: $10
    Register by 12 noon March 22.

    Click here to register today!

     


  • 16 Mar 2017 3:46 PM | Anonymous
     Arizona Endowment Building Institute

    Attend an informational session and find out how AEBI can benefit your organization

     

    Is your organization serious about building an organizational endowment and developing a planned giving program? Find out more about how the Arizona Endowment Building Institute can guide your nonprofit organization to the next level during an informational session led by Judi Smith, ACF Director of Planned Giving.

    Before a nonprofit can participate in an AEBI training program, a representative of the organization must attend an informational session. Since the content for each of the sessions we have scheduled for this spring is the same, you can register for the date that best fits your schedule.

     

    AEBI INFORMATIONAL SESSION 1 - APRIL 13

     

    Thursday, April 13

    9:00 to 10:00 a.m. 

     

    Debi Bisgrove Community Philanthropy Center at ACF

    2201 E. Camelback Road, Suite 405B, Phoenix


    RSVP online

     

    AEBI INFORMATIONAL SESSION 2 - MAY 15

     

    Monday, May 15

    2:00 to 3:00 p.m. 

     

    Debi Bisgrove Community Philanthropy Center at ACF

    2201 E. Camelback Road, Suite 405B, Phoenix


    RSVP online

     

    AEBI INFORMATIONAL SESSION 3 - MAY 25

     

    Thursday, May 25

    2:00 to 3:00 p.m. 

     

    Debi Bisgrove Community Philanthropy Center at ACF

    2201 E. Camelback Road, Suite 405B, Phoenix


    RSVP online

     

    AEBI INFORMATIONAL SESSION 4 - JUNE 13

     

    Tuesday, June 13

    2:00 to 3:00 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




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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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