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• ACF/AZCGP CAP Study Groups 2024: Gift Planning in a Nonprofit Context

  • Start
    22 Oct 2024
  •  
  • End
    10 Dec 2024
  •  
  • Schedule
    5 sessions
  • Location
    Zoom

  Download the flyer here.
  

  Visit the ACF website CAP page for additional information and registration directions.

  
  

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• November Monthly Meeting: "One Shoe Dropping"

  • When
    19 Nov 2024
  •  
    11:15 AM - 1:00 PM
  • Location
    ACF: 2201 E Camelback Rd #405b, Phoenix, AZ 85016
  • Registered
    24 registrants

  Register

  
  

  November Monthly Meeting

  "One Shoe Dropping"

  
  

  Russ A. Willis III, J.D., LL.M

  d/b/a Planned Gift Design Services

  Last November, after 17 years of near silence, IRS launched the first of four guidance projects interpreting legislation Congress enacted way back in 2006 to "improve accountability" of donor advised funds. The proposed regs are focused on section 4966, which imposes an excise tax on "taxable distributions." For the most part, they are a matter of defining what the statutory terminology is supposed to mean. But there are some unpleasant surprises. Donors serving on advisory committees for field of interest funds or fiscal sponsorships may find that they are limited in what grants they can recommend. Investment advisors may be cut out of managing individual funds altogether. Fund sponsors may have to exercise expenditure responsibility even with respect to distributions to a public charity if a donor sits on the board of the recipient org. In short, the donor advised fund landscape may be changing rather significantly. And this is only the first of four regulatory projects on the near horizon.

  
  

  Learning Objectives:

  -A brief review of what the 2006 statute covers

  -Previous informal guidance issued by IRS

  -The scope of the four pending regulatory projects

  -A dive into the particulars of the proposed regs issued last November

  -Some of the public comments submitted

  -A discussion of the implications if the proposed regs are finalized

  without significant changes

  -What all of this implies for the donor advised fund landscape moving

  forward

  
  

  Huge Thank You To This Program's Sponsor!

  

  Session is Approved for 1PT  CE Credit

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

  
  

  
  

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• November In Person Happy Hour

  • When
    26 Nov 2024
  •  
    4:00 PM - 6:00 PM
  • Location
    O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
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  In Person Happy Hour

  Tuesday, November 26, 2024

  4:00 - 6:00pm

   

  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.

  
  

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• AZCGP November Board Meeting

  • When
    27 Nov 2024
  •  
    8:00 AM - 9:00 AM
  • Location
    Zoom
  • Registered
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  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
  

  
  

  
  

  
  

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• Holiday Social: Members and Guests Are Welcome

  • When
    17 Dec 2024
  •  
    5:00 PM - 7:00 PM
  • Location
    O.H.S.O. 10810 N Tatum Blvd #126, Phoenix, AZ 85028
  • Registered
    Be the first

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  HOLIDAY SOCIAL

  Tuesday, December 17, 2024

  5:00 - 7:00 pm

   

  O.H.S.O Brewery
  

  10810 N Tatum Blvd #126, Phoenix, AZ 85028 

  Appetizers with hosted bar

  (beer, house wine, margaritas and soft drinks)

  Members and Guests Welcome!

  $25.00

  RSVP Deadline December 13, 2024

  
  

  Huge THANK YOU to our Social Event Partner!

  
  

  

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• January Monthly Meeting:"How to Help Clients Avoid 10% of Capital Gains"

  • When
    21 Jan 2025
  •  
    11:15 AM - 1:00 PM
  • Location
    TBD

  January Monthly Meeting

  
  

  "How to Help Clients Avoid 10% of Capital Gains"

  
  

  

  Chuck McLucas Jr., CPA, PFS, CKA

  Managing Director

  Bourque & McLucas CPAs

  
  

  By the use of a “Capital Gains Bypass Trust” (Charitable Remainder Unitrust) all tax on potential capital gains can be avoided. Using this tool will normally double a

  client’s income over their lifetime. By attending this presentation, you will learn the ins & outs of these trusts and will ber able to explain them to potential clients.

  With the Baby Boomer generation upon us this is the greatest time in history to be able to help them retire with a safe and secure retirement plan. These trust will also help raise billions of dollars for the great charities in our country.

  You will also learn more about how these trusts work and the advantages of each

  type of trust that are available in 2025. These may also help greatly in avoiding

  estate taxes with the reduction of the estate tax exclusion reduction as the end of

  2025.

  Learning objectives of this presentation:

  1. How to implement a Capital Gains Bypass Trust

  2. What are the available types of trusts?

  3. Six big decisions in setting up these types of trust.

  4. Who may be the best candidates for these trusts?

  5. How to gain referrals from your local charities and other professionals.

  6. Who is your best choice to administer these types of trusts?

  7. How to generate fees from assisting clients review the concepts.

  8. What information do you need to gather to run analysis for these trusts?

  
  

  Your Company's Logo Could Be Here!

  Become A Program Sponsor Today!

  
  

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• AZCGP January Board Meeting and Strategic Planning Session

  • When
    22 Jan 2025
  •  
    8:00 AM - 12:00 PM
  • Location
    HonorHealth: 8125 N Hayden Road Scottsdale AZ 85258
  • Registered
    Be the first

  Register

  
  

  AZCGP Board Meeting

  In Person:

  HonorHealth

  8125 N Hayden Road

  Scottsdale, AZ 85258

  
  

  David Arnt Conference Room which is just off the first floor lobby.

  There are visitor parking spots in front of the building.

  
  

  Join Online:
  https://zoom.us/j/5465023703?pwd=L05LTlNvTk5WSFFlNDhmUlRmZ1htdz09
  Meeting ID: 546 502 3703
  Passcode: L3g@ci
  Find your local number: https://zoom.us/u/adFS9zH1
  

  
  

  
  

  
  

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• January In Person Happy Hour

  • When
    28 Jan 2025
  •  
    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

  Tuesday, January 28, 2024

  4:00 - 6:00pm

   

  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.

  
  

  
  

  Show details
• February Monthly Meeting: "Opera and Avocados: The Top Ten Lessons Learned from a Complex Life Estate"

  • When
    18 Feb 2025
  •  
    11:15 AM - 1:00 PM
  • Location
    Desert Botanical Garden: 1201 N Galvin Pkwy, Phoenix, AZ 85008

  February Monthly Meeting-

  "Opera and Avocados: The Top Ten Lessons Learned from a Complex Life Estate"

  
  

  

  Jill Rode, CFRE

  Director of Philanthropy

  Music Academy of the West

  Description:

  Do you know what a retained life estate or life estate gift is? Would you be ready to manage one before and after it matures? The gift of a Ventura County avocado ranch to the Music Academy of the West teaches 10 key lessons about life estates as legacy gifts. Whether you are a one-person planned giving office or part of a team, this session will give you the tools to determine if life estates are the right gifts for your organization.

  
  

  You Could Be a Sponsor to this Program!

  
  

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• February Chartered Advisor in Philanthropy (CAP®) Happy Hour

  • When
    25 Feb 2025
  •  
    4:00 PM - 6:00 PM
  • Location
    O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
  • Spaces left
    20
  • Registered
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  Chartered Advisor in Philanthropy  (CAP®) Happy Hour
  

  Tuesday, February 25, 2024

  4:00 - 6:00pm

   

  10810 N. Tatum Blvd, Phoenix

  4:00-6:00 pm

  Honoring and recognizing all CAPers, CAPers in training, and those wanting to learn more!

  CAP^® 

  Chartered Advisor in Philanthropy

  WHAT IS THE CAP^® DESIGNATION?

  WHY CHOOSE CAP?

  Click Here to Learn More!

  
  

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

  
  

  First beverage and appetizers provided.

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

  Huge Thank You to this Happy Hour's Partner!

  
  

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• AZCGP February Board Meeting

  • When
    26 Feb 2025
  •  
    8:00 AM - 9:00 AM
  • Location
    Zoom
  • Registered
    Be the first

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  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
  

  
  

  
  

  
  

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• March Monthly Meeting: "Bullet Proof Estate Plan"

  • When
    18 Mar 2025
  •  
    11:15 AM - 1:00 PM
  • Location
    TBD

  March Monthly Meeting

  "Bullet Proof Estate Plan"

  
  

  Robert Sewell

  Davis | Miles, Attorneys at Law

  
  

  Description:

  It’s not enough to Estate Plan for your clients.  You need a plan that can survive a judicial attack from a disappointed heir.  This continuing education shares the secrets of what the court will consider when an estate plan is under attack.  Will your estate plan survive attack?  The answer might surprise you.

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• March In Person Happy Hour

  • When
    25 Mar 2025
  •  
    4:00 PM - 6:00 PM
  • Location
    O.H.S.O. Brewery Paradise Valley: 10810 N. Tatum Blvd, Phoenix, AZ
  • Spaces left
    20
  • Registered
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  In Person Happy Hour

  Tuesday, March 25, 2024

  4:00 - 6:00pm

  
  

   

  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.

  Show details
• AZCGP March Board Meeting

  • When
    26 Mar 2025
  •  
    8:00 AM - 9:00 AM
  • Location
    Zoom
  • Registered
    Be the first

  Register

  
  

  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
  

  
  

  
  

  
  

  Show details
• April Monthly Meeting: TBD

  • When
    15 Apr 2025
  •  
    11:15 AM - 1:00 PM
  • Location
    TBD

  
  

  April Monthly Meeting:

  More Information Coming Soon

  Show details
• April In Person Happy Hour

  • When
    22 Apr 2025
  •  
    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

  Tuesday, April 22, 2024

  4:00 - 6:00pm

   

  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.

  
  

  Show details
• AZCGP April Board Meeting

  • When
    23 Apr 2025
  •  
    8:00 AM - 9:00 AM
  • Location
    Zoom
  • Registered
    Be the first

  Register

  
  

  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
  

  
  

  
  

  
  

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• 31st Annual Charitable Gift Planners' Conference

  • Start
    15 May 2025
  • End
    16 May 2025
  • Location
    Half Day TBD / Full Day: Desert Willow Conference Center: 4340 E Cotton Center Blvd, Phoenix, AZ 85040

  Formerly known as Planned Giving Round Table of Arizona SAVE THE DATE 31st 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 15-16, 2025 Half day beginner sessions on May 15, 2025 Location:  TBD Full day sessions on May 16, 2025 Desert Willow Conference Center 4340 E. Cotton Center Blvd. Phoenix, Arizona

  Review Partnership Opportunities Here

  
  

  Refund Policy: 
  

  Full refunds will be available (less 5% for credit card payment registrations) through April 18, 2025.

  50% refunds will be offered from April 19, 2025 through May 2, 2025.

  No refunds or credits can be made for cancellations received on/after 5 pm, May 2, 2025 as our event logistics and equipment rentals will be in process, however, substitute attendees are encouraged!

  Show details
• May Monthly Meeting: TBD

  • When
    20 May 2025
  •  
    11:15 AM - 1:00 PM
  • Location
    TBD

  
  

  May Monthly Meeting:

  More Information Coming Soon

  Show details
• AZCGP May Board Meeting

  • When
    28 May 2025
  •  
    8:00 AM - 9:00 AM
  • Location
    Zoom
  • Registered
    Be the first

  Register

  
  

  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
  

  
  

  
  

  
  

  Show details
• June Board Meeting

  • When
    25 Jun 2025
  •  
    8:00 AM - 9:00 AM
  • Location
    Zoom

  Register

  
  

  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
  

  
  

  
  

  
  

  Show details