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Established in November 2002, the Center for Planned Giving is an impartial philanthropic resource for not-for-profit organizations, professional advisors and donors. Created through a partnership between the Community Foundation for Southern Arizona and Leave A Legacy™ Southern Arizona, the Center is dedicated to increasing the planned and major gifts made to charitable organizations in the community.
The Center’s services include:
- Educational seminars for fundraising professionals in cooperation with Leave A Legacy
- Educational presentations for board members, volunteers and professional advisors
- Consultation for nonprofits on planned giving program design and assistance with gift planning strategies for donors
- Written planned giving readiness assessments for Leave A Legacy members
- Confidential consultation with individuals exploring the possibilities of planned giving
- Preparation of gift illustrations and calculations
- A collection of reference materials on planned giving
- Referrals to other services, including professional advisors, fundraising consultants and other sources of information related to planned giving
- On-line assistance through GiftPlanSoAZ.org, the Planned Giving Design Center, which includes descriptions of planned giving vehicles, tax and legislative alerts, IRS forms, rates and tables and a digest of articles by national experts.
For more information, please contact:
Lori L. Hoby, CPA
Executive Director
Center for Planned Giving
Community Foundation for Southern Arizona
2250 E. Broadway
Tucson, AZ 85719
520.545.1117 phone
lhoby@cfsoaz.org
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Jay Buck, CPA/ABV, CVA
Nance Crosby, CFP, AEP, CLU, ChFC
Cindy Godwin
Alex Hobson, Esq.
Charles Johnson
Barbara Levy, ACFRE
Pamela McConnaughey
Jerry Nielsen, CFRE
Robin Randall
Scott Vaughan
Steve Alley, Ex-Officio
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