We are here to answer any of your questions - at any point in the planned giving process. No question is too complex or too small.

Lori L. Hoby, CPA
Executive Director
520-770-0800 EXT 7117

Planned Giving Design Center

The online Planned Giving Design Center is full of information on both local and national planned giving.

 

Library

We have an extensive collection of books and materials on planned giving, which we would be happy to share with you. The following materials are available for PDF download.

How to talk to your clients about charitable giving
How Can I Recommend a Charity without Recommending a Charity?
How to Provide Neutral and Impartial Information to your Clients
Giving Advice on Charitable Giving
Listening for Charitable Opportunities
The Ethics of Recommending a Charity to Clients

Charitable Fund Types
Unrestricted Fund
Donor Advised Fund for Businesses
Donor Advised Fund for Families
Donor Advised Fund for Individuals
Designated Fund for Nonprofits
Designated Fund for Individuals
Field of Interest Fund
Scholarship Fund
Supporting Organization

Charitable Giving Instruments
Bequest by Will
Charitable Gift Annuity
Charitable Lead Trust
Charitable Remainder Trust

Center for Planned Giving
Center for Planned Giving Services for Professional Advisors
Bio, Lori L. Hoby, CPA