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The Center for Planned Giving was established in November 2002 as 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.
- Educational seminars for fundraising professionals in cooperation with Leave A Legacy
- Educational presentations for board members, volunteers and professional advisors
- Consultation for not-for-profits 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.
Thank You to Our Sponsor:
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Tucson Society of the CFA Institute promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information and opinions.
For more information, please contact:
 Lori 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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