We rely on our Professional Advisory Board to provide the Arizona Community Foundation with strategic planning, guidance, and oversight.
We know that professional advisors are always motivated to do what is best for their clients, and we believe that working with ACF provides donors the best vehicles for achieving their charitable and tax planning goals. Since its founding in 2000, ACF’s Professional Advisory Board (PAB) has offered guidance on engaging with professional advisors, a key part of carrying out our mission.
Recognized as leading, trusted advisors, PAB members are skilled in personal estate matters and provide strategic planning, guidance, and oversight to ACF. PAB is comprised of 40+ professional advisors who actively partner with ACF.
PAB includes representatives from our six affiliate offices across the state and the group is comprised of estate planning attorneys, certified public accountants, trust officers, investment advisors or managers, financial planners, and certified life underwriters. Members serve three-year, renewable terms and meet on a quarterly basis.
If you would like more information on PAB, please contact Lisa Stratton at firstname.lastname@example.org.
Meet the Professional Advisory Board
See a list of current members of the Professional Advisory Board [PDF, 30KB].