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:

2019 Tax & Legal Seminar

Where

The Scottsdale Resort at McCormick Ranch, 7700 E. McCormick Parkway, Scottsdale, AZ 85258

When

Friday, November 01, 2019

Time

6:30 AM - 12:00 PM

Overview

Seminar for professional advisors

Description

The Jewish Community Foundation and the Arizona community Foundation are thrilled to present the 2019 Tax and Legal Seminar featuring Samuel Donaldson! The seminar may qualify for up to four continuing education credits.

Cancellation Policy
Early bird registration fee is $165 until September 13. $190 after September 13. $100 refundable for cancellations made by October 20. $50 refundable for cancellations made between October 21 and October 30. No partial refunds will be made after October 29.

Event Benefactor


Register online

Category

Professional Advisors
Back

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