Center for Planned Giving

This free, impartial and confidential resource is available for professional advisors, donors and nonprofits as they explore the possibilities of philanthropy in Southern Arizona.

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

The Center’s services include:

Consultations with nonprofit organizations on agency endowments
Presentations to boards, staff and donors on planned giving
Consultations with individuals to discuss philanthropic goals
Consultations with professional advisors and their clients
Preparation of gift illustrations/calculations for gift annuities and life income gifts
Referrals to planned giving professionals and services
Online assistance through the Planned Giving Design Center, which provides technical resources on charitable gift and estate planning

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

Exceptional service

Wanda L. Kay Former Director of Development Tucson Symphony Orchestra
A generous gift created by TSO patrons gave us the opportunity to work with the Center for Planned Giving to establish the Patrons for the TSO Endowment Fund. Working with the Center enabled us to provide a variety of planned gift vehicles that would not otherwise have been available to our patrons. The Center for Planned Giving provides exceptional service and expertise in all areas of planned giving.

Wanda L. Kay
Former Director of Development
Tucson Symphony Orchestra

A generous gift created by TSO patrons gave us the opportunity to work with the Center for Planned Giving to establish the Patrons for the TSO Endowment Fund.

Working with the Center enabled us to provide a variety of planned gift vehicles that would not otherwise have been available to our patrons.

The Center for Planned Giving provides exceptional service and expertise in all areas of planned giving.

Confirmed in compliance with the National Standards for U.S. Community Foundations

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