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Western Region Estate Planning Day


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


Thursday, May 02, 2019


2:00 PM - 6:00 PM


Seminar for professional advisors


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. 



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