Get Involved

Learn how you can enhance your knowledge to better serve your clients’ charitable giving.

Events for Advisors

We offer a number of education and networking opportunities for advisors. You are welcome to join us for an upcoming session.

Northern Arizona Estate Planning Day: Professional Advisor Session

Thursday, June 6 - Noon to 4:00 p.m.

Hilton Garden Inn, Downtown Prescott

Presented by the Arizona Community Foundation of Yavapai County, Northern Arizona Estate Planning Day brings people together to learn more about estate planning. The professional advisor session will discuss strategies on saving capital gains taxes on the sale of appreciated assets using charitable remainder trusts and other tools, offsetting high-income tax liabilities with charitable lead trusts, and maximizing basis step-up when someone passes away through powers of appointment.

Professional Advisory Board

The PAB provides strategic planning, guidance, and oversight to ACF.

Professional Advisory Board

Benefits of partnership

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 S. Goldstein, CFP, CAP, CSRIC

PAB, Immediate Past Chair

Want to know more about PAB?

Chartered advisor in philanthropy

The ACF/AZCGP CAP Study Group is available to CAP students who are seeking to elevate and deepen their study experience through discussions with other CAP candidates across the relevant disciplines of law, accounting, finance and gift planning.