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.
As the President of this remarkable organization, I am honored to serve alongside a community of dedicated interdisciplinary, knowledgeable professionals committed to advancing the practice of planned giving throughout Southern Arizona. Together, we can help ensure that charitable organizations thrive for generations to come.
Our mission is 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. Our monthly educational meetings and our annual symposium foster collaboration and the exchange of best practices, strengthening our collective ability to support nonprofit organizations and the causes they champion.
Planned giving is more than just a financial strategy, it is a way to make a lasting difference in our community. I invite you to explore our website and engage with us as we work to build a stronger, more sustainable philanthropic landscape in Southern Arizona. Whether you are looking for professional development or simply want to learn more about the power of planned giving, you will find a wealth of information and support here.
Thank you for your continued commitment to our mission. Together, we can create a lasting impact.
Warm regards,
Sarah Crotty
President 2025-26
Planned Giving Roundtable Southern Arizona
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.
