For Advisors

Charitable giving expertise

Portrait of ACF advisor partner Marj McClanahan in the forest near Flagstaff.

How We Can Help

The Arizona Community Foundation’s expertise in charitable gift planning augments your client relationships by delivering expert charitable advice and customized giving solutions, while benefiting our communities for generations to come. ACF is the charitable arm of your professional team, supporting you and your clients through every step of the giving process while you remain the expert on financial or wealth management.

Types of Funds

We offer a variety of fund types to help you achieve maximum impact in the areas that matter to your clients.

Donor Advised Fund

Support multiple organizations throughout the years by recommending grants that align with personal passions.

Scholarship Fund

Invest in students pursuing college or vocational postsecondary education. Donors can choose different levels of involvement depending on their interests and goals.

Field of Interest Fund

Donors select a focus area and let ACF manage competitive grant cycles and award funding to high-performing organizations and programs that align with the selected field of interest.

Designated Fund

Donors select one or more nonprofit organizations that will receive a reliable annual income stream.

Collaborative Fund

A group contributes to a single fund and grants are recommended by a committee, often supporting a common cause or jointly-funded program.

Supporting Organization

Provides separate entity status and the potential to involve infinite generations alongside public charity tax benefits and outsourced back-office administration.

personalized service

ACF makes it easy to navigate charitable giving with your clients. Our team is ready to build a lasting professional partnership with you.

ACF makes it easy to navigate charitable giving with your clients. Our team is ready to build a lasting professional partnership with you.

Creating a Legacy

ACF’s planned giving professionals work with you and your clients to customize the type of planned gift and fund type that are best suited for the charitable interests of donors and their heirs.

manage your clients' assets

A third of our assets are managed by external investment advisors who have been recommended by donors.

Portrait of external investment advisor Jim Marten in his office on Camelback Road.

Advisor Spotlight

Working with ACF

Get Involved
Portrait of former ACF Professional Advisory Board Chair Russel Goldstein.
It has been an honor to serve on the Professional Advisory Board, helping to educate advisors about the benefits of working with ACF.

Russell Goldstein, CFP®, CAP®, CSRIC™

Bank of America Private Bank

Advisor Spotlight

Working with ACF

Establish a Fund
Portrait of ACF advisor partner in charitable giving Hope Liebsohn in her Scottsdale office.
When I contact ACF to refer a client, I am confident they will offer innovative solutions that support my client's customized philanthropic goals.

Hope Liebsohn, Esq.

Attorney, Sherman Howard

Advisor Spotlight

Working with ACF

Give Where You Live
Portrait of ACF advisor partner Marj McClanahan in the forest near Flagstaff.
ACF's regional offices allow smaller communities to deeply understand the needs of our neighbors while leveraging support of the central office in Phoenix to bring us together in a powerful way.

Marj McClanahan

Nordstrom & Associates, ACF of Flagstaff Board of Advisors member

Expertise in Complex Assets

The tax advantages of donating non-cash assets can result in your client giving more to their charitable fund than if they were to sell the assets and donate the cash proceeds.

Upcoming Events for Advisors

We offer a wide range of continuing education and networking opportunities for advisors to keep up-to-date on trends in charitable giving and estate planning.

Wednesday, January 18, 2023 - 7:30 to 8:30 a.m.

Mesa Country Club

You will encounter a situation where a previously drafted irrevocable trust is defective and requires modification. The defect may be due to a change in the law, a change in a beneficiaries’ status, or in drafting errors. There are several ways to ‘fix’ an irrevocable trust. Join Trevor Whiting and Louis Silverman as they review modification methods, governing laws, and necessary parties that may be needed during the process.

Transferring and Holding Business Interests in Trust: What are the Concerns?

Thursday, February 23, 2023 - 4:00 to 6:00 p.m.

Arizona Community Foundation

Transferring interests in private companies, whether organized as an LP, LLC, S Corp, or C Corp, offers a great opportunity to move wealth in trust. There are challenges for both transferring and holding those interests in trust. But opportunities arise as well, from both a transfer tax and income tax perspective. Please join Chris Siegle for an insightful discussion of what estate planners can do to increase the plan’s efficiency, protect clients, and accomplish their goals.