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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  • 10 Aug 2017 10:23 AM | Anonymous
     

    LIVE WEBINAR: Mission Possible: Get in the Door & Get What You Came For

    From getting the visit to getting the gift, this step-by-step talk will outline what you need to do to make effective use of your time on donor visits, and eventually get the gift you came for. Learn proven strategies, guiding principles, and tips to help you help your organization. These principles are pulled from the latest research in social psychology and human dynamics. The strategies and tips I cover are road-tested and pulled from 'what works' in hundreds of real-life prospect visits. This session will give you the language and the confidence so you too can 'have them at hello.'
     

    Learning Objectives:

    • Understand how you set up a donor visit for success
    • Learn principles for effective cultivation that drives toward an ask
    • Understand the social science principles that help make it more likely your prospect will want to say yes to a gift.

     

    When & Where

    Wednesday, August 16
    10:00 am - 11:00 am

    Location: Child Crisis Arizona
                    817 N. Country Club Dr., Mesa, AZ 85201
                   (Located behind First Christian Church)

     

    *Please note the webinar is not available for remote participation.

     

    Cost

    AFP Member - Free / Nonmember - $25.00

     

    Click here to register today!


  • 08 Aug 2017 3:49 PM | Anonymous
    Join us in wishing a very Happy Birthday for the month of August to:

    Wayne Steffey

    Steven Henderson

    Kim Kur

    Sam Fowler

    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.
  • 26 Jul 2017 12:43 PM | Anonymous
     

    This is an offer to an organization that's wanting to start a planned giving program with a mentor available 20 hours/week for one year.

    The stipend would be very modest.

    The mentor is a proven planned giving specialist for a fraction of what it would cost to hire someone to do planned giving.

    There is also a possibility to mentor an organization's Development Director during this year so that he/she could continue with planned giving.

    Send all inquiries/interest to the administrative office of the Planned Giving Round Table of Arizona:  info@pgrtaz.org

     


  • 18 Jul 2017 2:41 PM | Anonymous
     

    Recognize Your Best with a Spirit of Philanthropy Award

     

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


    Please plan to join us as we honor those who've made their invaluable contributions to the world of philanthropy. The day will also include two informative morning educational sessions with renowned expert, Adrian Sargeant, PhD, Professor of Fundraising and Director, Hartsook Centre for Sustainable Philanthropy, University of Plymouth.

    • Building Donor Loyalty: Lessons From Research and the Very Best of Professional Practice
    • Massive Fundraising: How to Double, Triple or Quadruple Your Donated Income

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

     

    ______________________________________________________________

     

     

    We have a fantastic way 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!  Honor them with a Spirit of Philanthropy Award!


    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

     

    ______________________________________________________________

     


    Luncheon only - $125

    Education Sessions/Luncheon - $150
    Education Sessions only (member) - $75
    Education Sessions only (nonmember) - $95

    Luncheon table of 10 - $1250
    *add education sessions at $25 per person

     

     

    ______________________________________________________________


  • 17 Jul 2017 11:27 AM | Anonymous
    AUGUST Lunch & Learn
     
    AUGUST Lunch & Learn

    MULTI-STATE FUNDRAISING REGULATIONS

     We're coming back in August for the start of our fall luncheon series. Join us at the Foothills Recreation & Aquatics Center.
     

    State law regulates fundraising activities yet many non-profits ar not informed on the numerous laws outside of Arizona. Join us as Ellis Carter, attorney with Caritas Law Group, P.C., helps non-profit leaders and fundraising professionals navigate the complicated arena of multi-state fundraising regulations.

     

    Topics include:

    • The rise of state regulators in nonprofit law enforcement
    • The application of multi-state laws regulating charitable solicitation
    • The application of multi-state laws to charitable sales promotions
    • Exemptions and exclusions that may apply
    • The application of laws to nonprofits’ online activities
    • The legal and ethical implications of failing to comply
    • Strategies for managing all of the above.

    When & Where

     

    Wednesday, August 2
    Location: Foothills Recreation & Aquatics Center
                    5600 W. Union Hills Dr., Glendale, AZ 85308

    Meet & Greet: 11:30am - Noon
    Luncheon: Noon – 1:30pm

     

    AFP encourages you to pre-register for the luncheon prior to the deadline of 12 noon on Tuesday, August 1, 2017. 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.

    Cost

     

    Members $30.00/ Nonmembers $45.00

     

    Click here to register


  • 11 Jul 2017 4:04 PM | Anonymous
    Join us in wishing a very Happy Birthday for the month of July to:

    Jan Miller

    Jessica Green

    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 Jul 2017 11:39 AM | Anonymous
     


    Association for Fundraising Professionals - Greater AZ Chapter is offering both the AFP Fundamentals of Fundraising Course and the CFRE refresher course here in Phoenix!

    When: August 24-25 / 8:00am to 5:30pm

    Where: Mesa Community College
                (Main library, rooms to be announced)
                 1833 W. Southern Ave., Mesa AZ 85202

    Cost: $390 for AFP members; $490 for non-members

    The CFRE Refresher course is:

    • Designed for fundraising professionals with 5 or more years of experience
    • Participants will receive a participant manual that contains test taking tips and sample exam questions
    • Two-day intensive program that gives an overview of skills, techniques, and program components of a complete fundraising program
    • Eligible for 13.75 CFRE Credits

    The AFP Fundamentals of Fundraising course is:

    • A comprehensive overview of the six core fundraising knowledge domains
    • Taught face-to-face over two days, including case studies and interactive projects
    • Designed for individuals with up to 4 years of professional fundraising experience
    • Eligible for 16 CFRE Education Points
       

    Click here to register for either course!

    For questions, contact us at (480) 947-3459 or admin@afpaz.org
     


  • 05 Jul 2017 11:24 AM | Anonymous
     

     


     Take advantage of summer savings - expire Friday July 7, 2017
    Individuals save $10 - use discount code happy10
    Groups save $20 by - use discount code group20
     


     


     REGISTER NOW FOR THE ONLINE CONFERENCE


     

    Workshop Block 1 

    Workshop Block 2 

     

    ‘Tis the Season to Give: Successful Steps to a Year End Appeal led by Rachel Clemens of TradeMark Media
    Data Visualization for Nonprofits: How to Show Your Story led Andrea Robertson, Designer & Owner at Hypsypops
    Fundability Simplified: Five Steps to Attract, Engage & Inspire more Funding led by Shelley Milne of NonprofitIQ

    Search Engine Optimization for Nonprofits led by Ben LeFort of Dolomite Marketing
    Up-close and Personal: Tailoring the "Donor Experience" for Effective Engagement and Beyond led by Tom Morley of Snowflake LLC
    Your Story: Shaping Audience Perception Through Storytelling led by Gordon Mayer of Gordon Mayer Communications

     

    Additional information on how to participate:
    Program participants can choose one workshop during each time block. All six sessions will be recorded. After the institute, attendees will receive recordings and materials from all the sessions. Please review the program schedule here. We offer 6.0 continuing education units through CFRE. The Nonprofit Learning Lab provides partial scholarships for organizations with financial constraints. Email us today at info@nonprofitlearninglab.org to receive a partial scholarship. 






  • 27 Jun 2017 9:56 AM | Anonymous

     

     

    2017/18 PGRTAZ Board of Directors Election

     

     

     



    The 2017/18 PGRTAZ Board of Directors Election Booth is Now Open.

    All current PGRTAZ members should have recieved their ballot via email within the last week, and will again tomorrow.

    If you did not recieve your ballot, please contact the administrative office, info@pgrtaz.org or 602-840-2900.

    The election booth will be open through June 30, 2017

    Let your voice be heard and cast your vote today!

     

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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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