Upcoming events

Switch to Calendar View

• 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
  • Registered
    24 registrants

  Register

  

  HOLIDAY SOCIAL

  Wednesday, 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 1, 2023

  
  

  Huge THANK YOU to our Social Event Partner!

  
  

  

  Show details
• 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!

  
  

  Show details
• 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 Monthly Meeting: " The Collectibles in Your Garage"

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

  Darin Roberge

  “The Collectible in Your Garage”

  
  

  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!

  
  

  Show details
• 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