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.

Chartered Advisor in Philanthropy® with Jennifer Lehman

Monday, April 3 - 11:30 a.m. to 1:00 p.m.

Arizona Community Foundation, Phoenix Office

The Arizona Community Foundation invites you to attend an exclusive presentation led by Chartered Advisor in Philanthropy® Program Director Jennifer Lehman, PhD, JD, CFP®. In addition to presenting on the CAP® program and curriculum, Dr. Lehman will provide a summary of her research, including: the charitable bequest gap that exists between Caucasian and African American communities; the importance of charitable bequests left to family, charity, and/or religion; the opportunities this presents gift planners in informing conversations about philanthropy and applying it to their work. CAP® alumni and those interested in learning more about earning a CAP® designation are encouraged to attend. Lunch will be provided.

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.