Arizona Charitable Gift Planners upcoming events

Chartered Advisor in Philanthropy- CAP(R) Sessions (16 Apr 2026)

Thu, 16 Apr 2026 07:00:00 GMT

Those who are interested please reach out to

Riley Arter RLA@tblaw.com

April Monthly Meeting-"How the OBBBA Affects Tax and Charitable Planning" (21 Apr 2026)

Tue, 21 Apr 2026 18:15:00 GMT

"How the OBBBA Affects

Tax and Charitable Planning"

Jill McIlroy

Philanthropic Advisor

Arizona Community Foudation

Justin Smith

Financial Advisor

Savant Wealth Management

This presentation is designed for nonprofit gift planners and fundraisers and focuses on how the OBBBA tax legislation has reshaped charitable giving as these rules take effect in 2026. Using a holistic planning lens, it explores how new deduction thresholds, AGI sensitivity, and income-based limitations are influencing how and when donors give. Attendees will learn how tools such as donor-advised funds (DAFs), bunching strategies, and qualified charitable distributions (QCDs) can be positioned to respond to donor uncertainty while maximizing impact under the new tax environment. The session also highlights where collaboration with financial advisors and estate planning attorneys has become even more critical in a more complex, advisor-driven landscape.

Key Takeaways:

Understand the OBBBA changes impacting charitable giving in 2026 and why tax-smart planning now requires greater attention to AGI, timing, and asset selection.
Learn how bunching and DAFs can help donors respond to higher income floors, reduced marginal benefits, and uncertainty by separating the tax decision from the grantmaking decision.
See why qualified charitable distributions (QCDs) have taken on increased importance post-OBBBA, as managing and smoothing adjusted gross income (AGI) plays a larger role in preserving deductions and controlling overall tax exposure.
Identify opportunities to integrate charitable intent into estate and beneficiary planning, particularly where tax efficiency—not just estate size—drives outcomes.
Gain practical insights and language that help fundraisers collaborate more effectively with financial advisors and estate planning attorneys in an environment where donors are relying more heavily on professional guidance.

Program is Approved for 1PT CE Credit

Program is Approved for one (1) hour of CE credit

You Could be This Program's Partner!

April Board Meeting (22 Apr 2026)

Wed, 22 Apr 2026 15:00:00 GMT

AZCGP Board Meeting

Join Zoom Meeting

https://zoom.us/j/5465023703?pwd=L05LTlNvTk5WSFFlNDhmUlRmZ1htdz09

Meeting ID: 546 502 3703

Passcode: L3g@ci

Find your local number: https://zoom.us/u/adFS9zH1

April In Person Happy Hour (28 Apr 2026)

Tue, 28 Apr 2026 23:00:00 GMT

In Person Happy Hour

Tuesday, April 28, 2026

4:00 - 6:00pm

PV Pie & Wine

4740 E Shea Blvd Ste 104 Phoenix AZ

Open to all members, supporters and guests of

Arizona Charitable Gift Planners

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

Thank You to Our Sponsor!

32nd Annual Charitable Gift Planners' Conference (14 May 2026)

Thu, 14 May 2026 07:00:00 GMT

32nd Annual Conference

Arizona's Premier Education Event for Gift and Estate Planning Professionals

Ideal for all nonprofit gift planners and fundraising staff, financial, tax and estate professionals, other wealth advisors, nonprofit leaders, and board members

May 14-15, 2026

Half day beginner sessions on May 14, 2026

8:00am - 12:00pm

Full day sessions on May 15, 2026

7:15am - 3:00pm

Desert Willow Conference Center

4340 E. Cotton Center Blvd.

Phoenix, Arizona

Click Here for Conference Details

Refund Policy:

Full refunds will be available (less 5% for credit card payment registrations) through April 24, 2026.

50% refunds will be offered from April 25, 2026 through May 1, 2026.

No refunds or credits can be made for cancellations received on/after 5 pm, May 1, 2026 as our event logistics and equipment rentals will be in process, however, substitute attendees are encouraged!

June Board Meeting (24 Jun 2026)

Wed, 24 Jun 2026 15:00:00 GMT

AZCGP Board Meeting

Join Zoom Meeting

https://zoom.us/j/5465023703?pwd=L05LTlNvTk5WSFFlNDhmUlRmZ1htdz09

Meeting ID: 546 502 3703

Passcode: L3g@ci

Find your local number: https://zoom.us/u/adFS9zH1