Your Partner in Client Solutions

Professional Advisors

Attorneys, accountants, financial planners, and insurance agents partner with the Arizona Community Foundation to guide clients in the charitable giving process. In a pivotal position during dynamic times, these professionals help navigate the forces of growing personal wealth and the desire to make a difference.

Charitable options for your clients

Planned Gift Illustrations

Do you have a client interested in gifting a life insurance policy or creating a charitable remainder trust? Contact us and we’ll do the calculations using Crescendo Interactive software, free of charge.

Kimberly C. Kur, J.D.
Senior Vice President, Planned Giving & Advancement
602.381.1400
Email

As neutral experts in philanthropy with in-depth knowledge of community needs, the Arizona Community Foundation is the charitable arm of your professional team, supporting you and your clients through every step of the giving process while you retain complete control of your client relationships. We can help:

  • Identify your clients' charitable-giving interests and goals
  • Match personal charitable interests with tax planning needs
  • Create and implement charitable plans integrated with major business, personal and financial decisions
  • Provide information on community needs and on the agencies and programs that make a difference in the areas your clients care about most
  • Deliver grantmaking expertise and a range of administrative services related to charitable giving

Learn More About:

Maximizing Your Client's Philanthropy Through the New Tax Act

Where

ACF's Debi Bisgrove Community Philanthropy Center, 2201 E. Camelback Road, Suite 405B, Phoenix

When

Wednesday, September 18, 2019

Time

3:45 PM - 6:00 PM

Overview

Continuing education seminar for advisors

Description

The Arizona Community Foundation invites you to attend the next seminar in the 2019 Professional Education Series.

This session will explore opportunities to maximize the tax benefits of charitable giving in light of the Tax Cuts and Jobs Act of 2017. Panelists will highlight several philanthropic strategies available, including bunching charitable gifts, non-grantor trusts, Qualified Charitable Distributions, and benefiting from the higher 60% charitable deduction limit for cash gifts.

Featured speakers include:

  • Robin L. Miskell, Counsel, Snell & Wilmer L.L.P.
  • Kimberly C. Kur, JD, CAP®, Senior Vice President, Planned Giving & Advancement, Arizona Community Foundation
  • Spencer Wright, CPA, RSM US, LLP

Our thanks to Zia Trust, Inc. for generously underwriting this seminar.

Category

Professional Advisors
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Talk with Us

Your contacts for Professional Advisor services:

Kimberly C. Kur, J.D.
Senior Vice President, Planned Giving & Advancement
602.381.1400
Email

Judith A. Smith, CFRE
Senior Director of Planned Giving
602.682.2092
Email

Find a contact in your area:
Planned Giving Staff