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.

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.