Mission:
Educate, motivate and empower our community to collectively promote and facilitate charitable gift planning
Vision:
We envision an enriched community where leaving a legacy through charitable gift planning is the social norm
11:15am - 1:00pm
A Getting Started Presentation
Click Here for Site Map
Holiday Spirit Food Drive
Each attendee is encouraged to bring a non-perishable food item for St. Mary's pantry!
What is Needed for Donations
Vanessa Martin
AZ Humane Society
Phoenix Children's
Foundation
Join us for an insightful session exploring the power and potential of Legacy Societies in driving long-term philanthropic impact. This presentation will highlight two distinct approaches: the Arizona Humane Society’s Legacy Circle, cultivated over two decades to foster deep community engagement and sustained growth, and Phoenix Children’s Foundation’s rapidly expanding Legacy Society, fueled by a strong brand and strategic positioning. Together, these examples showcase how legacy giving can thrive in both mature and emerging segments.
Attendees will walk away with actionable strategies to elevate their own legacy society programs, whether starting from scratch or refining an existing initiative. Fundraisers will gain practical tools to engage donors meaningfully, while advisors will learn best practices for supporting and interacting with legacy society members. This session is designed to inspire and equip professionals with practical insights and proven techniques to build, sustain, and elevate legacy giving programs that resonate with donors and advisors alike.
Program is Approved for 1PT CE Credit
Huge THANK YOU to This Program's Partner!
Arizona Charitable Gift Planners
www.azgiftplanners.org
admin@azgiftplanners.org
602.840.2900 X1
Core Values: Integrity, Generosity, Innovation, Collaboration, Engagement, Community