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:

Tax & Legal Seminar

Where

JW Marriott Desert Ridge Resort & Spa, 5350 Marriott Drive, Phoenix

When

Friday, November 13, 2020

Time

7:00 AM - 12:30 PM

Overview

Seminar for professional advisors

Description

Save the date for this year's Tax & Legal Seminar featuring Christopher Hoyt. Mr. Hoyt is a Professor of Law at the University of Missouri (Kansas City) School of Law where he teaches courses in the area of federal income taxation, charitable organizations and retirement plans.

He received an undergraduate degree in economics from Northwestern University and he received dual law and accounting degrees from the University of Wisconsin.

Professor Hoyt is the Vice- Chair of the RPTE Charitable Group and he serves on the editorial board of Trusts and Estates magazine. He is an ACTEC fellow and has been designated by his peers as a "Best Lawyer". He was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils. 

During this year's Seminar, Hoyt will provide engaging new insights into current topics, including:

  • Retirement Assets for First and Second Marriages: Let the Fun Begin
  • Estate Planning for Retirement Assets After the SECURE Act
  • How to get Income Tax Savings from Charitable Bequests
  • So, You Wanna be a Philanthropist, including Proposed New Rules for Donor Advised Funds
Visit this page later for updates on registration.

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