The Center for Planned Giving was established in November 2002 through a partnership between the Community Foundation for Southern Arizona and Leave A Legacy® Southern Arizona. The Center provides free impartial philanthropic resources and services to donors and their professional advisors. This confidential service is available for those exploring the possibilities of planned and major charitable giving in the entire Southern Arizona community and beyond.

The Center’s free confidential services include

• Consultations with individuals exploring the possibilities of planned giving, and short and long term philanthropic goals including providing a gift to charity in their estate plan
• Consultations with you and your professional advisor on philanthropic planning and how to include family and charity into your overall estate plan
• Discussions about providing for a permanent legacy in the form of endowment gifts including the impact to charitable programs and the non profit organization
• Preparation of gift illustrations and calculations for charitable gift annuities and other life income charitable gift arrangements
• Referrals to other services, including professional advisors, fundraising consultants and other outlets for information and resources related to planned giving

Here at the Center for Planned Giving, we deal with charitable gift plans every day but we realize your professional advisors may not. That's why we have created a free Internet-based information resource, the Planned Giving Design Center.  With in-depth information and the latest developments in the planned giving field, this service provides the latest information regarding gift plans. 

Contact

Lori L. Hoby, CPA
Executive Director
Center for Planned Giving
520-545-1117 x107

Location

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