PGRTSA Monsoon Mixer 

August 26, 2026 | 4:30 PM - 6:30 PM

@Sonoran House Sam Hughes - RSVP Required

Join us for drinks, light bites, and great networking with Southern Arizona's planned giving community!

Existing members, new and prospective members, nonprofit professionals, and allied professionals interested in learning more about planned giving in Tucson are all welcome at our upcoming happy hour!

We encourage all members to invite a friend who might be interested in joining PGRTSA or learning more about our group.   

Learn More & RSVP by 8/21

Member

Free

Non-Member

Free

Member Meeting: Wednesday, September 2, 2026

Lodge On The Desert | Catalina Room
8:00 AM Networking Breakfast
8:30 AM Meeting


Topic TBD - Russell Goldstein CFP®, CAP®, CSRIC®

Learn More & Register

Non-Member

$55

Join us as a guest and come meet other professionals across multiple disciplines.

Member

$40

Includes member discount with access to resources after the meeting.

Upcoming PGRTSA Events

Save the Dates for 2026-27! All events will be in person at the Lodge on the Desert.

  • August 26, 2026 - Monsoon Mixer 
  • September 2, 2026
  • October 7, 2026
  • November 4, 2026
  • January 6, 2027
  • February 3, 2027
  • March 3, 2027
  • April 7, 2027
  • May 5, 2027 - Symposium
  • June 2, 2027
  • September 1, 2027

Don't Miss An Event!

Receive announcements of events and future speakers.

Past PGRTSA Events (2025-26)

 

  • 3 June '26: RMD Post Secure Act and Secure 2.0 and the Importance of Beneficiary Designations - Steve Bossé
  • 1 Apr '26: Governance in Action: Building an Engaged, Accountable and Mission Driven Board - Staci Pinion
  • 4 Mar '26: Ethics in the Planned Charitable Giving Universe Mark Rubin, Esq.
  • 4 Feb '26Trust and Estate Administration - What Non-Profits and Professional Advisors Can Expect - Shannon Derksen, Esq. & Jordan Young, Esq. 
  • 7 Jan '26: Giving While Getting Away: What Inspires Donors to Support their Second-Home Communities - Jeffrey M. Glebocki
  • 5 Nov '25: What Next Gen Donors Think About Philanthropy – Julia C. Patrick
  • 1 Oct '25: Cybersecurity in Planned Giving Discussion 
  • 3 Sept '25: Weathering the Storm: Designing and Soliciting Planned Gifts for Stability and Growth - Amy Amoroso and Jacquelyne J. Mingle, J.D

Arizona Charitable Gift Planners Upcoming Events

Check out these other events happening in Phoenix on:

  • Aug 18, 2026: The Nine Components of a Modern Philanthropic Plan - Dien Yuen, CAP, AEP, IPA, CEO, & Megan Lemieus, IPA, Daylight Advisors

CLICK HERE for More Information or to Register Today