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.

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.

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/PGRTAZ 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.