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.

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 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.
Center for Planned Giving Advisory Board

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



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
Center for Planned Giving