Events

This calendar has the details you need to participate in upcoming events across Arizona. We look forward to seeing you at the gatherings that interest you!

Western Region Estate Planning Day

Where

ACF Debi Bisgrove Community Philanthropy Center, 2201 E. Camelback Road, Suite 405

When

Thursday, May 02, 2019

Time

2:00 PM - 6:00 PM

Overview

Seminar for professional advisors

Description

Join us for the Western Region Estate Planning Day hosted by the Arizona Community Foundation of Yuma and presented by Jonathan Tidd, J.D., CLU, ChFC. Professional advisors from western Arizona, including Yuma, Parker, Lake Havasu, and Bullhead City are invited to learn more about charitable gift planning. 

Discussion topics include:

  • Why and how people make charitable contributions
  • Working with nonprofits and their clients to make charitable gifts using real estate
  • Recent court cases and rules highlighting planning considerations for charitable giving

Your attendance may qualify for up to three hours of continuing education credits.

Jonathan Tidd, J.D., CLU, ChFC is a leading lawyer whose practice specializes in advising on charitable gift planning issues and the complex tax and legal aspects of gift planning. Jonathan's articles on charitable gift planning have appeared in the Journal of TaxationEstate Planning; TaxesThe Tax MagazineTrusts & Estates, and other professional journals. 

 

Category

ACF of Yuma
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Michael Ponzio
Director of Events and Organizational Culture
602.682.2068
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