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

Developing a charitable plan that takes into account your client's financial and charitable needs is both a privilege and a challenge.

Thanks to the efforts of professional advisors of all kinds, from attorneys, accountants, financial advisors to estate planners, philanthropy grows in Southern Arizona.

A special thank you to the professional advisors who serve on the Community Foundation for Southern Arizona's Professional Advisory Committee.

How we can help you...

We work as your partner. You stay in control of your client relationships. We're here to help you provide a full range of services for them.
 
We offer maximum federal and state tax benefits as a public charity. We can tailor giving plans to meet your client's particular needs.
 
We have a long standing and vast knowledge of the Southern Arizona nonprofit community. We can help your client be effective in their giving to the causes they care about.
 
We can help your client explore a variety of giving options. From cash to appreciated stock to real estate to other assets. They can be gifted during your client's lifetime or as part of an estate.

We have an outstanding reputation for integrity and service. We are skilled in meeting multi-faceted objectives and solving complex gift plans. We offer confidentiality and anonymity if your donor wishes.

Thank you to Leave a Legacy® Southern Arizona, an initiative of the Planned Giving Roundtable of Southern Arizona, for financial support of the Center for Planned Giving.