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.
Welcome!
To current members of the Planned Giving Roundtable of Southern Arizona, thank you for continuing to support the education and collaboration of this fantastic group. To our new members, we are excited to meet you!
Our purpose is to spread the spirit of giving and grow a network of like-minded professionals. At each PGRTSA event you can expect to receive quality education regarding legal updates, nonprofit best practices, professional advising, tax updates, or emerging trends. You will also find both new and familiar smiling faces looking to support you in your journey to further your planned giving expertise.
You will find learning alongside professionals of diverse discipline will not only improve your knowledge but increase your confidence in the way you serve your donors or clients. Understanding the ins and outs of other practices helps provide the highest standard of service and ethics. Successfully done, this will enrich your life and the community of Southern Arizona.
Thank you again for joining. Let us know how we can make this the best experience for you.
In partnership,
JeffĀ Hicks
PGRTSA 2024/25 President
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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.
