What is Planned Giving Roundtable?
The Planned Giving Roundtable of Southern Arizona is a professional organization of individuals seeking to enhance their expertise in charitable planned giving. Members are committed to developing an interdisciplinary network of knowledgeable estate, tax, financial, legal, and fundraising professionals in Southern Arizona to promote philanthropy through major gifts and planned gifts and helping mission driven organizations connect with their support base in meaningful and uplifting ways. PGRTSAZ offers monthly education meetings that address technical applications of planned giving and the fundamental best practices for fundraisers and professional advisors working with donors. Become a member today!
The Planned Giving Roundtable of Southern Arizona is responsible for bringing the community Leave-A-Legacy® and the Write-A-Will program.
The Planned Giving Roundtable of Southern Arizona is a member of the national organization, Partnership for Philanthropic Planning, whose mission is to help people and organizations create charitable giving experiences that are the most meaningful in achieving both charitable mission and the philanthropic, financial, family and personal goals of the donor.