Planned Giving Roundtable
of Southern Arizona

We’re more than coffee and bacon.

Join Us
Upcoming Events

Connect with Southern Arizona’s Planned Giving Experts


Gain access to the most trusted resources in Southern Arizona and join an interdisciplinary network of knowledgeable professionals to further your expertise in planned giving.



Collaborate and network with leaders in our philanthropic community.



Advance your understanding of the planned giving landscape.



Promote nationally recognized presenters and local specialists.


Our Mission

To provide an interdisciplinary network of knowledgeable estate, tax, financial, legal, and fund-raising professionals in Southern Arizona; to promote philanthropy through education about major gifts and planned gifts; and to help mission driven organizations connect with their support base in meaningful and uplifting ways.

Membership is July 1 - June 30
If you are joining outside these times please contact us



July 1 - June 30

  • Enhance your knowledge of planned giving with monthly educational meetings.
  • Meet professionals from complementary disciplines.
  • Be recognized by donors, clients, and colleagues for your commitment to the field of planned giving.
  • Join a network that can help you further your goals.

Grow Your Network 

Stay up to date on the latest trends in planned giving, navigate planned gifts with a high level of expertise, and help make a positive impact with donors and the community through estate planning.


Don't Miss A Beat!

Receive announcements of events and future speakers.