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• Virtual Office Hours: "Effective Planned Giving Conversations with Donors"

  • When
    10 Oct 2023
  •  
    4:00 PM - 5:00 PM
  • Location
    Virtual
  • Spaces left
    3
  • Registered
    12 registrants

  Register

  
  

  Tuesday, October 10, 2023

  4:00pm - 5:00pm

  
  

  "Effective Gift Planning Conversations with Donors"

  Facilitator

  Tiffany T. House , CAP®, CEPA, FCEP

  Tax, Estate, and Charitable Strategist
  

  
  

  Do you ever feel apprehensive, timid, or disempowered by donor conversations?  Do you ever feel that there is a “Wealth Barrier” in relating to your donors? This interactive Office Hours session will share donor psychological tips and researched methodologies to have more effective gift planning asks.  We will also discuss approaches and tactics for relating to people who are monetarily wealthy. A cheat sheet of planned giving tools showing how they benefit the donor and a roadmap to an effective planned giving conversation handout will be provided.   

  =============================================

  ·         Office Hours is a virtual meeting which will feature one or two presenters and be hosted by a AZCGP board member or committee member.

  ·         Participants will be limited to 8 in order to encourage discussion and Q&A.

  ·         AZCGP members will participate without a fee and will have first opportunity to register. 

  ·         If space is available after member registration period, one week prior to the event, non-members may register for a $10 fee.

  ·         Sessions will be one hour long and presentation materials (if any) by the presenter will not take more than 30 minutes of the session.  

  
  

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• October Monthly Meeting: "When Your Donor Calls an Attorney"

  • When
    17 Oct 2023
  •  
    11:15 AM - 1:00 PM
  • Location
    Ability 360 5031 Washington St, Phoenix, AZ 85034
  • Registered
    25 registrants

  Register

  
  

  "When Your Donor Calls an Attorney"

  
  

  T. James Lee       Director/ Shareholder Fennemore Craig, P.C.

  Chris Siegle  Managing Director  JP Morgan Private Bank

  
  

  Have you ever wanted to be a fly on the wall with a donor and their trusted advisor as they discuss charitable giving?  Does the idea of being at the table for this discussion leave you wary?  Join Arizona Charitable Gift Planners for a discussion with local experts, Chris Siegle and Jim Lee as they pull back the curtain on why a donor calls their lawyer. 

  
  

  Huge Thank You to This Programs Sponsor!

  
  

  
  

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• October In Person Happy Hour

  • When
    24 Oct 2023
  •  
    4:00 PM - 6:00 PM
  • Location
    O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
  • Spaces left
    20
  • Registered
    Be the first

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  In Person Happy Hour

   

  10810 N. Tatum Blvd, Phoenix

  4:00-6:00 pm

  Open to all members, supporters and guests of

  Arizona Charitable Gift Planners

  This is a no host gathering

  Be sure to register your attendance so we know who to welcome.

  Huge THANK YOU to this Event's Partner!

  
  

  
  

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• Virtual Office Hours: "What Story is YOUR IRS Form 990 Telling?"

  • When
    14 Nov 2023
  •  
    4:00 PM - 5:00 PM
  • Location
    Virtual
  • Spaces left
    14
  • Registered
    1 registrant

  Register

  
  

  Tuesday, November 14, 2023

  4:00pm - 5:00pm

  
  

  "What Story is YOUR IRS Form 990 Telling?"

  Facilitator

  Lisa B. Lumbard, CPA, CGFM

  Lumbard Consulting

  
  

  Education and interactive workshop designed for not-for-profit leaders to: (1) Provide them with 990 information to help theirorganization keep its exempt status (2) Show opportunities the IRS provides for bragging about their programs (3) get them thinking about how their form 990 is telling their organization's story and (4) how they can make it better

  =============================================

  ·         Office Hours is a virtual meeting which will feature one or two presenters and be hosted by a AZCGP board member or committee member.

  ·         Participants will be limited to 8 in order to encourage discussion and Q&A.

  ·         AZCGP members will participate without a fee and will have first opportunity to register. 

  ·         If space is available after member registration period, one week prior to the event, non-members may register for a $10 fee.

  ·         Sessions will be one hour long and presentation materials (if any) by the presenter will not take more than 30 minutes of the session.  

  
  

  Show details
• November Monthly Program: "Creative Trust Planning for Charitable Giving"

  • When
    21 Nov 2023
  •  
    11:15 AM - 1:00 PM
  • Location
    Ability 360 5031 Washington St, Phoenix, AZ 85034

  
  

  "Creative Trust Planning for Charitable Giving"

  Stephan King

  Brent Nelson

  CRTs, CLTs, 642(c), drafting/donee tips under UPMIFA

  
  

  
  

  
  

  Huge Thank You to This Programs Sponsor!

  
  

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• November In Person Happy Hour

  • When
    28 Nov 2023
  •  
    4:00 PM - 6:00 PM
  • Location
    O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
  • Spaces left
    19
  • Registered
    1 registrant

  Register

  
  

  In Person Happy Hour

   

  10810 N. Tatum Blvd, Phoenix

  4:00-6:00 pm

  Open to all members, supporters and guests of

  Arizona Charitable Gift Planners

  
  

  This happy hour will have a focus on those who have and/or are interested in getting their  Chartered Advisors in Philanthropy designation.

  This is a no host gathering

  Be sure to register your attendance so we know who to welcome.

  Huge THANK YOU to this Event's Partner!

  
  

  
  

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• Holiday Social: Members and Guests Are Welcome

  • When
    06 Dec 2023
  •  
    5:00 PM - 7:00 PM
  • Location
    Aunt Chilada's: 7330 N. Dreamy Draw Phoenix AZ 85020

  

  HOLIDAY SOCIAL

  Thursday, December 6, 2023

  5:00 - 7:00 pm

   

  7330 N. Dreamy Draw 

  Phoenix AZ  85020

  Appetizer buffet with hosted bar

  (beer, house wine, margaritas and soft drinks)

  Members and Guests Welcome!

  $25.00

  RSVP Deadline December 3, 2023

  
  

  Huge THANK YOU to our Social Event Partner!

  
  

  

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• January Monthly Meeting "Introducing Gift Planning Earlier in Donors’ Cycle of Philanthropy"

  • When
    16 Jan 2024
  •  
    11:15 AM - 1:00 PM
  • Location
    Ability 360 5031 Washington St, Phoenix, AZ 85034

  
  

  "Introducing Gift Planning Earlier in Donors’

  Cycle of Philanthropy"

  
  

  Dave Smith, CAP ®

  CEO & Founder  

  Heaton Smith Group

  The significant increase in wealth in the US has changed the way many donors think about their family and their philanthropy.  Dave will discuss the impact of donor behavior on those who are higher capacity donors – not wealthy, but higher capacity.  Importantly, the case for introducing gift planning to younger donors will be presented along with a brief case study that includes donors in their 50s and 60s.  Gift instruments utilized by donors in the case study include seven difference vehicles. 

  Learning Objectives/Takeaways

  ·Understand why gift officers should introduce charitable gift planning to younger, high affinity/high capacity donors

  ·Best practice discovery questions for high affinity/higher capacity donors

  ·Expand the number of donors for charitable gift planning in your portfolio

  ·Increase the number of blended gifts to your organization

  ·Increase the number of noncash assets gifted to your 

  
  

  Huge Thank You to this Programs Sponsor!

  
  

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• January In Person Happy Hour

  • When
    23 Jan 2024
  •  
    4:00 PM - 6:00 PM
  • Location
    O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
  • Spaces left
    20
  • Registered
    Be the first

  Register

  
  

  In Person Happy Hour

   

  10810 N. Tatum Blvd, Phoenix

  4:00-6:00 pm

  Open to all members, supporters and guests of

  Arizona Charitable Gift Planners

  This is a no host gathering

  Be sure to register your attendance so we know who to welcome.

  Huge THANK YOU to this Event's Partner!

  
  

  
  

  Show details
• Virtual Office Hours: "Donor Relations and Asset Funded CRT's: Navigating the gift process with challenging donors."

  • When
    13 Feb 2024
  •  
    4:00 PM - 5:00 PM
  • Location
    Virtual
  • Spaces left
    14
  • Registered
    1 registrant

  Register

  
  

  Tuesday, February 13, 2024

  4:00pm - 5:00pm

  
  

  "Donor Relations and Asset Funded CRT's: Navigating the gift process with challenging donors."

  Facilitator

  Sara A. Hofer, J.D.

  Executive Vice President of Planned Giving

  Yellowstone Boys and Girls Ranch Foundation, Inc.

  
  

  Oftentimes donors know what they need to do. Perhaps the idea of losing control of a piece of farm ground property or a business adds to donor stress. The presentation offers suggestions on how to help your donor without overwhelming them during the planned giving process.

  
  

  ·         Office Hours is a virtual meeting which will feature one or two presenters and be hosted by a AZCGP board member or committee member.

  ·         Participants will be limited to 8 in order to encourage discussion and Q&A.

  ·         AZCGP members will participate without a fee and will have first opportunity to register. 

  ·         If space is available after member registration period, one week prior to the event, non-members may register for a $10 fee.

  ·         Sessions will be one hour long and presentation materials (if any) by the presenter will not take more than 30 minutes of the session.  

  
  

  Show details
• February In Person Happy Hour

  • When
    27 Feb 2024
  •  
    4:00 PM - 6:00 PM
  • Location
    O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
  • Spaces left
    20
  • Registered
    Be the first

  Register

  
  

  In Person Happy Hour

   

  10810 N. Tatum Blvd, Phoenix

  4:00-6:00 pm

  Open to all members, supporters and guests of

  Arizona Charitable Gift Planners

  This is a no host gathering

  Be sure to register your attendance so we know who to welcome.

  Huge THANK YOU to this Event's Partner!

  
  

  
  

  Show details
• Virtual Office Hours: The "Legacy" IRA

  • When
    12 Mar 2024
  •  
    4:00 PM - 5:00 PM
  • Location
    Virtual
  • Spaces left
    14
  • Registered
    1 registrant

  Register

  
  

  Tuesday, March 12, 2024

  4:00pm - 5:00pm

  
  

  The "Legacy" IRA
  

  Facilitator

  Russ Willis lll, J.D., LL.M.

  Planned Gift Design Services

  
  

  Enacted as part of the Secure 2.0 legislation included in the December 2021 appropriations bill, the "legacy" IRA now allows a donor aged 70-1/2 or older to elect to treat up to 50k of "qualified charitable distributions" from her IRA to fund a gift annuity or a charitable remainder trust benefiting herself and/or her spouse. The election can be made only in one tax year. 

  This discussion will answer quite a number of frequently asked (and some less frequently asked) questions about how the "legacy" IRA works.

  
  

  ·         Office Hours is a virtual meeting which will feature one or two presenters and be hosted by a AZCGP board member or committee member.

  ·         Participants will be limited to 8 in order to encourage discussion and Q&A.

  ·         AZCGP members will participate without a fee and will have first opportunity to register. 

  ·         If space is available after member registration period, one week prior to the event, non-members may register for a $10 fee.

  ·         Sessions will be one hour long and presentation materials (if any) by the presenter will not take more than 30 minutes of the session.  

  
  

  Show details
• March Monthly Program: "Tax-Advantaged Business Sales"

  • When
    19 Mar 2024
  •  
    11:15 AM - 1:00 PM
  • Location
    Ability 360 5031 Washington St, Phoenix, AZ 85034

  
  

  "Tax-Advantaged Business Sales"

  
  

  

  Tiffany House, CAP®, CEPA, FCEP

  Tax, Estate, and Charitable Strategist

  
  

  We are entering the largest wealth transfer in history as the baby boomers get ready to retire and leave their legacy.  Many business owners are shocked when they realize that 20%-40% of their hard-earned proceeds from the sale of their business will go to Uncle Sam.  This provides the perfect opportunity for the most philanthropic class, entrepreneurs, to give back to their community and save on taxes. We will explore tax-advantaged planning tools and discuss when they can apply to certain types of businesses and owners’ circumstances.  We will go over real-life case studies of business sales with details on the process of determining the best outcomes for the business owner

  
  

  Huge Thank You to this Months Sponsor!

  
  

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• March In Person Happy Hour

  • When
    26 Mar 2024
  •  
    4:00 PM - 6:00 PM
  • Location
    O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
  • Spaces left
    20
  • Registered
    Be the first

  Register

  
  

  In Person Happy Hour

   

  10810 N. Tatum Blvd, Phoenix

  4:00-6:00 pm

  Open to all members, supporters and guests of

  Arizona Charitable Gift Planners

  This is a no host gathering

  Be sure to register your attendance so we know who to welcome.

  Huge THANK YOU to this Event's Partner!

  
  

  
  

  Show details
• April In Person Happy Hour

  • When
    23 Apr 2024
  •  
    4:00 PM - 6:00 PM
  • Location
    O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
  • Spaces left
    20
  • Registered
    Be the first

  Register

  
  

  In Person Happy Hour

   

  10810 N. Tatum Blvd, Phoenix

  4:00-6:00 pm

  Open to all members, supporters and guests of

  Arizona Charitable Gift Planners

  This is a no host gathering

  Be sure to register your attendance so we know who to welcome.

  Huge THANK YOU to this Event's Partner!

  
  

  
  

  Show details
• May In Person Happy Hour

  • When
    28 May 2024
  •  
    4:00 PM - 6:00 PM
  • Location
    O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
  • Spaces left
    20
  • Registered
    Be the first

  Register

  
  

  In Person Happy Hour

   

  10810 N. Tatum Blvd, Phoenix

  4:00-6:00 pm

  Open to all members, supporters and guests of

  Arizona Charitable Gift Planners

  This is a no host gathering

  Be sure to register your attendance so we know who to welcome.

  Huge THANK YOU to this Event's Partner!

  
  

  
  

  Show details
• June In Person Happy Hour

  • When
    25 Jun 2024
  •  
    4:00 PM - 6:00 PM
  • Location
    O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
  • Spaces left
    20
  • Registered
    Be the first

  Register

  
  

  In Person Happy Hour

   

  10810 N. Tatum Blvd, Phoenix

  4:00-6:00 pm

  Open to all members, supporters and guests of

  Arizona Charitable Gift Planners

  This is a no host gathering

  Be sure to register your attendance so we know who to welcome.

  Huge THANK YOU to this Event's Partner!

  
  

  
  

  Show details