Your Partner in Client Solutions

Professional Advisors

Attorneys, accountants, financial planners, and insurance agents partner with the Arizona Community Foundation to guide clients in the charitable giving process. In a pivotal position during dynamic times, these professionals help navigate the forces of growing personal wealth and the desire to make a difference.

Charitable options for your clients

Planned Gift Illustrations

Do you have a client interested in gifting a life insurance policy or creating a charitable remainder trust? Contact us and we’ll do the calculations using Crescendo Interactive software, free of charge.

Kimberly C. Kur, J.D.
Senior Vice President, Planned Giving & Advancement
602.381.1400
Email

As neutral experts in philanthropy with in-depth knowledge of community needs, the Arizona Community Foundation is the charitable arm of your professional team, supporting you and your clients through every step of the giving process while you retain complete control of your client relationships. We can help:

  • Identify your clients' charitable-giving interests and goals
  • Match personal charitable interests with tax planning needs
  • Create and implement charitable plans integrated with major business, personal and financial decisions
  • Provide information on community needs and on the agencies and programs that make a difference in the areas your clients care about most
  • Deliver grantmaking expertise and a range of administrative services related to charitable giving

Learn More About:

The Interaction of Family Law and Estate Planning

Where

Vi at Silverstone, 23005 N. 74th Street, Scottsdale

When

Thursday, May 11, 2017

Time

3:00 PM - 5:30 PM

Overview

Seminar for professional advisors

Description

Presented by Arizona Community Foundation

Join us for the next seminar in the Professional Education Series featuring Robert Schwartz, Esq. The session may qualify for one hour of continuing education credit.

Register online

Category

Professional Advisors
Back

Talk with Us

Your contacts for Professional Advisor services:

Kimberly C. Kur, J.D.
Senior Vice President, Planned Giving & Advancement
602.381.1400
Email

Judith A. Smith, CFRE
Director of Planned Giving
928.282.2042
Email

Find a contact in your area:
Planned Giving Staff