By Becoming a Member of Planned Giving Roundtable You Will:

• Enhance your professional knowledge of planned giving with monthly education meetings Screen Shot 2016-05-25 at 8.39.17 AMprovided by experts and leaders in the field of planned giving
• Meet a large number of people from complementary vocational disciplines
• Be recognized by donors and clients for your commitment to, and extensive knowledge of, the field of planned giving and continuing education
• Create a network of professionals who understand planned giving and who can help you further your work with donors and clients

Benefits of being a PGRTSAZ member:

• Monthly continuing education credits
• Access to Leave-A-Legacy® and National Association of Charitable Gift Planners networks
• Special pricing for participation in the Demystifying Planned Giving program
• Special pricing for inclusion in the Leave-A-Legacy® program
• Special pricing for the bi-annual continuing education program
• Reasonably priced, full breakfast


When you join the Planned Giving Roundtable of Southern Arizona (PGRTSAZ), you’ll learn to create meaningful and transformational charitable gifts through seminars and networking opportunities with experts in our community. You will also gain access to one of the largest networks of professionals in charitable planning in the country, through dual membership in our national organization, the National Association of Charitable Gift Planners (CGP).

PGRTSAZ and CGP are not only looking out for the practice of charitable gift planning, but also the practitioners of gift planning. PGRTSAZ welcomes and encourages development professionals and members of the allied professions to join, attend meetings and educational presentations, and network with others in the planned giving community. Our goal is to add value to your career by serving as your source for education, research and advocacy.



Member Benefits

Grow Your Network & Your Career

Unlock your career potential. Search for jobs or post open positions in CGP's Career Center. Use CGP Link to locate and connect with more than 4,000 charitable gift planners from across the nation via our member directory, and extend your connections in online forums and at national events.

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Connect and Learn in CGP Link, Our Online Community

Share ideas, ask questions and solve problems with colleagues who share your interests, challenges and goals. Dive deep into more focused discussion and targeted messages and let the conversation come to you.

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Engage with CGP Advocacy Efforts

Have a voice in Washington and stay up to date on issues that affect your donors, the gift planning profession and the nonprofit sector. Join the advocacy conversation in CGP Link or take part in our virtual advocacy updates.

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Tap Into Exclusive Member Resources

Knowledge is power. Get it here. Easily access hundreds of articles, guidelines, model documents and samples from our member-exclusive resource library.

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Enjoy Savings on Conferences, Exams and Educational Materials

CGP members save $200 on registration to the largest conference for charitable gift planners, the National Conference on Philanthropic Planning. Members also receive:

•50% off current year NCPP conference papers and recordings

•20% off Certified Fund Raising Executive exam and recertification fees

•20% off the latest edition of Tax Economics of Charitable Giving

•20% off subscriptions to charitableplanning.com

•20% off publications from CharityChannel Press

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Access Research Data

CGP members have exclusive access to demographic and salary data, Gift Planner Profile surveys and research on the latest trends and best practices in charitable gift planning.

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Membership Criteria

We offer an individual membership, which is renewed each year on your anniversary date. When you join or renew, you create a username and password that give you instant access to your member benefits.

We invite multiple members of an organization to join our organizations, although we do not offer organizational memberships or discounts on multiple individual memberships. Memberships are transferable within an organization. Read more about our transfer policy.


$230 – includes membership in both the Planned Giving Roundtable of Southern Arizona and the National Association of Charitable Gift Planners. JOIN NOW

How to Join

To join please visit the CGP Website and click “Join/Renew”. Be sure the first box, “Individual National Membership” is checked. Then locate our council, organized alphabetically by state, and check the box. You will then fill out your membership information and create a username and password. Please keep this username and password for access to your National member benefits and future renewals. All members must join/renew online via the CGP website. You may choose to pay with a credit card or check.

If you need assistance please call the National office at 317-269-6274 or email membership@charitablegiftplanners.org.