Arizona Charitable Gift Planners

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Arizona Charitable Gift Planners

We educate & empower our community to collectively promote & facilitate charitable gift giving

08/18/2026

Happy Hour Is Back! And this isn’t just any Happy Hour—it’s an Estate Planning Trivia Happy Hour!

We’re kicking off the first Arizona Charitable Gift Planners Happy Hour after summer break with an evening of networking, fun and a little friendly competition.

Join us for Estate Planning Trivia on Tuesday, August 25 from 4:00–6:00 PM at O.H.S.O. Brewery.

📆Tuesday, August 25, 2026
⏰4:00–6:00 PM
📍OHSO Brewery- Paradise Valley- 10810 N. Tatum Blvd., Phoenix

Open to all members, supporters and guests of Arizona Charitable Gift Planners.

Your first beverage is included, along with shared appetizers for the table. Come reconnect, meet fellow gift planning professionals and test your estate planning knowledge.

Register here:
https://azgiftplanners.org/event-6799848

08/17/2026

Happy National Nonprofit Day!

Today we celebrate the organizations that strengthen our communities, inspire generosity, and create lasting impact. Nonprofits play a vital role in addressing challenges, empowering individuals, and building a brighter future for all.

We’re proud to support the professionals, advisors, and organizations who make philanthropy possible. Together, we can help donors turn their values into meaningful legacies.

Here’s to the nonprofits making a difference every day—and to the power of planned giving that helps sustain their missions for generations to come.

08/13/2026

Looking for a fun way to connect with fellow estate planning professionals this summer?

Join the Central Arizona Estate Planning Council’s inaugural Summer Social for an evening of networking, conversation, and friendly competition. Enjoy activities like axe throwing and duckpin bowling, plus drinks, appetizers, and great company.

It’s the perfect opportunity to build relationships, reconnect with colleagues, and kick off the season in a relaxed setting.

Date: Thursday, August 20, 2026
Time: 5:00pm - 7:00pm
Location: House Rules, 7232 E 1st Street, Scottsdale, AZ 85251

Learn more and register:

https://www.caepc.org/events/event/29738

08/11/2026

Our next Monthly Meeting featuring Dien Yuen, CAP®, AEP®, IPA and Megan Lemieux, IPA is next week!

“9 Components of a Modern Philanthropic Plan”
🗓 Tuesday, August 18, 2026
⏰ 11:15 AM – 1:00 PM (MST)
📍 Ability360

Have you registered?

https://azgiftplanners.org/event-6662708

08/10/2026

One month to go!

The Phoenix Children’s 2026 Advisor Summit is just one month away. Join industry professionals for an inspiring morning focused on understanding donor motivations, strengthening family legacy conversations, and creating greater philanthropic impact.

📅 September 10
📍 Phoenix Country Club

Will we see you there?

https://phoenixchildrensfoundation.org/pcf_event/professional-advisor-summit/

08/07/2026

Invest in your professional growth with an AZCGP membership.

For just $200 annually, members receive more than $500 in direct value through discounted educational programs, conference savings, CAP® Study Groups, speaking opportunities, newsletter contributions, and the flexibility to send a colleague as a substitute to monthly meetings.

Beyond the savings, membership provides access to a network of charitable planning professionals, ongoing education, meaningful connections, and opportunities to showcase your expertise.

Join a community dedicated to advancing charitable gift planning while maximizing your professional development and return on investment.

Find out more on our website!

https://azgiftplanners.org/page-985495

08/06/2026

Monthly meetings are back!

🗓 Tuesday, August 18, 2026
⏰ 11:15 AM – 1:00 PM (MST)
📍 Ability360

“9 Components of a Modern Philanthropic Plan”

Featuring industry leaders:
• Dien Yuen, CAP®, AEP®, IPA
• Megan Lemieux, IPA

Dien and Meg will share practical insights for gift planners, advisors, and professionals working with donors. Explore how to confidently embrace the role of philanthropic advisor—regardless of title—and gain actionable strategies to better support clients, donors, and communities.

We hope to see everyone there! Register below.

https://azgiftplanners.org/event-6662708

07/30/2026

Fall may still feel a little ways off here in Arizona, but we’re already looking ahead to an exciting season of learning, networking, and philanthropy.

Stay tuned as we’ll be sharing details about our upcoming fall events on social media. We invite you to follow along and mark your calendars for opportunities to connect with fellow professionals, gain valuable insights, and explore the latest trends in charitable and estate planning.

07/28/2026

Have you registered for the Advisory Summit with Phoenix Children's Hospital? Join fellow advisors, gift planners, and nonprofit professionals for an engaging morning exploring how behavioral insights are reshaping philanthropy, legacy planning, and donor engagement.

📅 September 10, 2026

📍 Phoenix Country Club

https://pgrtaz.org/event-6729677?CalendarViewType=1&SelectedDate=9/6/2026

07/27/2026

Are you looking for a meaningful way to connect with charitable gift planning professionals and make an impact in the philanthropic community?

Sponsorship opportunities are available for our upcoming events, offering valuable visibility and engagement with advisors, nonprofit leaders, and planned giving professionals in AZ.

Interested in learning more? We’d love to share the details! Contact us at [email protected] for sponsorship information and available opportunities.

Address

PO Box 4130
Scottsdale, AZ
85261

Telephone

+16028402900

Website

https://pgrtaz.org/

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