The Center for Planned Giving provides free, impartial, confidential services to donors, professional advisors and nonprofit organizations as they explore charitable giving in Southern Arizona.


The Center for Planned Giving was established in 2002 through a partnership the Community Foundation for Southern Arizona and Leave A Legacy® Southern Arizona.

The Center’s services include:

  • Consultations with individuals on charitable giving options
  • Consultations with professional advisors and their clients
  • How to include charity in an estate plan 
  • How to establish a permanent legacy with endowment gifts
  • How charitable gifts will support the nonprofit community
  • Preparation of gift illustrations/calculations for gift annuities & life income arrangements
  • Referrals to professional advisors and fundraising consultants

The Center for Planned Giving sponsors a Internet-based information resource Planned Giving Design Center which is available and free to you.  It includes in-depth information and the latest developments in planned giving.
 
Lori L. Hoby, CPA
Executive Director
Center for Planned Giving
520-770-0800 EXT 7117

Community Foundation for Southern Arizona
2250 E. Broadway Boulevard
Tucson AZ  85719-6014

For good. For ever.  

 

A gift for today...

We wanted to make a positive impact, while also gaining the most tax benefit.

...and tomorrow

By working with the Community Foundation for Southern Arizona, we knew more of our money would be available to meet our charitable desires, well beyond our life times."
Contact Us  Privacy Policy  Site Map  Terms of Use
© 2010, Community Foundation for Southern Arizona, All rights reserved.
1.520.770.0800 telephone | 1.520.770.1500 fax
Confirmed in compliance with the National Standards for U.S. Community Foundations
Powered by Stellar Technology Solutions, LLC.