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

 

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. Its mission is to increase planned and major gifts made to charitable organizations in Southern Arizona.

The Center’s services include:
  • Consultations with professional advisors and their clients
  • Educational presentations for advisory members of boards
  • Preparation of gift illustrations and calculations
  • Referrals to planned giving professionals and services
  • On-line assistance with Planned Giving Design Center, technical resources on charitable gift and estate planning

What professional advisors say about the Center for Planned Giving

The Center for Planned Giving is a unique philanthropic resource. The Center's contribution to our community is beyond measure. -- Bill Asdell, Tucson attorney with a focus on charitable gift planning.

Having access to the services of the Center for Planned Giving provides financial advisors, donors and nonprofits unique opportunties to raise philanthropic dollars. -- Beth Bank, financial advisor and nonprofit volunteer


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

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