Developing a charitable plan that takes into account your client's financial and charitable needs is both a privilege and a challenge.   But thanks to the efforts of professional advisors of all kinds - from attorneys, accountants, financial advisors to estate planners - philanthropy grows in our community. A special thank you to the professional advisors who serve on CFSA'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 clients' particular needs. Starting a fund at CFSA is easier and significantly less expensive than starting a private foundation.
 
We have a long standing and deep knowledge of the southern Arizona community. We can help your clients be as effective as possible in their giving.
 
We can help your clients explore a variety of giving options. From cash to appreciated stock to real estate to other assets. They can be gifted during your clients lifetime or as part of an estate.

We have an outstanding reputation for integrity and service. Our staff is skilled in meeting multi-faceted objectives and solving complex gift plans. We value confidentiality and offer anonymity if that is what a donor wishes.

Contact

Lori Hoby, CPA
Executive Director
Center for Planned Giving
(520) 770-0800 x107
(520) 770-1500 Fax

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.