About Us

Our Mission

 

To provide an interdisciplinary network of knowledgeable estate, tax, financial, legal, and fundraising 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.

To our colleagues,

Welcome to the Planned Giving Roundtable of Southern Arizona! We appreciate your commitment to growing your network and learning more about our important field of work. You will find sincere, committed, and helpful professionals here. You will receive quality education which will include updates in applicable law, best practices in nonprofit and professional advising, and information about emerging trends.

Charitable giving professionals practice in an area of philanthropy which requires both technical expertise and the art of building and maintaining meaningful relationships. PGRTSA will help you with both aspects of your craft!  A planned giving program serves donors best when attorneys, accountants, fiduciaries, insurance agents, trust officers and nonprofit professionals come together, with a donor-centric approach to charitable giving. We learn the language of each other’s practices, how the relationship is approached and structured and what we need to do to provide the highest standards of customer service and ethics.  As you build your member network, you will find you will be able to serve your donors or clients more and better.

We all learn and grow as we participate in this organization; we look forward to your contributions to our group and to nurturing your growth as a professional. We have seen our members and guests learn and benefit from PGRTSA’s education and programming and from other members. We all sit at an equal place at the table, and we are so glad you have “pulled up a chair” at our Planned Giving Roundtable.

Thank you for joining us and please let us know how we can assist you.

Regards,

 

Angie Laskarides

PGRTSA 2022 President

Our Purpose 

Communicate

To provide a forum for discussion, collaboration, and education about planned giving issues.

Educate

To raise awareness of issues affecting charitable giving, including regulation, legislation, and trends.

Advance

To provide opportunities for members to enhance knowledge, expertise, and professional connections.

Interact

To help members get to know and learn from a variety of professionals in various stages of their careers.

Enhance

To promote planned giving as a profession and provide mutual support to those committed to philanthropy.

Our Values

Equity

We strive to engage all constituents in the charitable gift planning process: planned giving and major gifts professionals, nonprofit managers and trustees, financial advisors and estate planners, trust managers and administrators.

Diversity

We bring together a variety of professionals in various stages of their careers to teach and learn in order to provide meaningful charitable giving experiences. Fundraisers, financial professionals, attorneys, and anyone else committed to philanthropic planning. All are welcome.

Ethics

Members of CPGR adhere to the National Association of Charitable Gift Planner’s code of ethics, as outlined in the Model Standards of Practice of the Charitable Gift Planner.