Arizona Charitable Gift Planners upcoming events

Membership Committee (03 Aug 2026)

Mon, 03 Aug 2026 21:00:00 GMT

1st Monday, 2pm MST (except July and December)

note: When 1st Mondays are holidays, check with Chair

Chair: Vanessa Martin

https://us06web.zoom.us/j/5465023703

Password (if requested):

L3g@ci

___________________

Agenda Format:

Review Membership Dashboard: Total, Prospective, New, Lapsed

Action Items:

Share/Assign Outreach Calls

Plan/Discuss Campaigns, Initiatives, Policy needs.

Adjourn

Marketing (07 Aug 2026)

Fri, 07 Aug 2026 16:00:00 GMT

Membership Committee

1st Friday, 9am MST (except July and December)

Chair: Justin Pace

Justin Pace Zoom Room

___________________

Agenda Format:

Per Justin's Leadership

Adjourn

Programs Committee (10 Aug 2026)

Mon, 10 Aug 2026 20:00:00 GMT

programs Committee

2nd Monday, 1pm MST (except July and December)

Chair: Andy Ragone/Jill McIlroy

https://us06web.zoom.us/j/5465023703

Password (if requested):

L3g@ci

___________________

Agenda Format:

Review Immediate Past Program Assessments

Prepare for Next Program: Mktg, Support, Intro

Plan Future Topics/Presenters (goal 6 mo's out)

Action Items:

Share/Assign Presenter Outreach, Partner Connections

Plan/Discuss Challenges, Initiatives, Policy needs.

Adjourn

August Monthly Meeting-The Nine Components of a Modern Philanthropic Plan (18 Aug 2026)

Tue, 18 Aug 2026 18:15:00 GMT

"The Nine Components of a Modern Philanthropic Plan"

Dien Yuen, CAP(R), AEP(R), IPA

CEO

Daylight Advisors

Megan Lemieux, IPA

Daylight Advisors

Description:

Daylight published the Philanthropic Advising Competency Model to help shape a more modern and rigorous understanding of what effective philanthropic advising requires. As part of this work, we outlined the nine components of a philanthropic plan—designed to help clients deploy their resources with greater intention, meaning, and impact. Each component includes example deliverables and the competencies practitioners need to execute them effectively.

While not every advisor or firm offers every element—or follows a fixed planning sequence—today’s practitioners are increasingly expected to be conversant across the full spectrum of philanthropic planning. This broader awareness enables advisors to recognize when collaboration with complementary specialists is needed to best serve a client’s goals.

In this interactive session, participants will work through the nine components using a case study to better understand how philanthropic plans are designed. Whether serving as a gift planner, wealth advisor, attorney, or nonprofit leader, attendees will gain insight into where and how they can play a meaningful role in supporting more intentional and impactful philanthropy.

Program is Pending Approval for 1PT CE Credit

You Could be This Program's Partner!

Development Committee (31 Aug 2026)

Mon, 31 Aug 2026 22:00:00 GMT

last Monday, 3pm MST (except July and December)

Chair: Andy Ferguson

https://us06web.zoom.us/j/5465023703

Password (if requested):

L3g@ci

___________________

Agenda Format:

Review Upcoming Events with and without/Partners

Discuss Program Content and Potential Partner Fit

Action Items: Assign Outreach Calls

Review: Concerns, Hurdles, Policy Needs

Adjourn

Marketing (04 Sep 2026)

Fri, 04 Sep 2026 16:00:00 GMT

Membership Committee

1st Friday, 9am MST (except July and December)

Chair: Justin Pace

Justin Pace Zoom Room

___________________

Agenda Format:

Per Justin's Leadership

Adjourn

Membership Committee (07 Sep 2026)

Mon, 07 Sep 2026 21:00:00 GMT

1st Monday, 2pm MST (except July and December)

note: When 1st Mondays are holidays, check with Chair

Chair: Vanessa Martin

https://us06web.zoom.us/j/5465023703

Password (if requested):

L3g@ci

___________________

Agenda Format:

Review Membership Dashboard: Total, Prospective, New, Lapsed

Action Items:

Share/Assign Outreach Calls

Plan/Discuss Campaigns, Initiatives, Policy needs.

Adjourn

Advisor Summit with PCH (10 Sep 2026)

Thu, 10 Sep 2026 14:30:00 GMT

To Register:
https://phoenixchildrensfoundation.org/pcf_event/professional-advisor-summit/

Programs Committee (14 Sep 2026)

Mon, 14 Sep 2026 20:00:00 GMT

programs Committee

2nd Monday, 1pm MST (except July and December)

Chair: Andy Ragone/Jill McIlroy

https://us06web.zoom.us/j/5465023703

Password (if requested):

L3g@ci

___________________

Agenda Format:

Review Immediate Past Program Assessments

Prepare for Next Program: Mktg, Support, Intro

Plan Future Topics/Presenters (goal 6 mo's out)

Action Items:

Share/Assign Presenter Outreach, Partner Connections

Plan/Discuss Challenges, Initiatives, Policy needs.

Adjourn

Development Committee (28 Sep 2026)

Mon, 28 Sep 2026 22:00:00 GMT

last Monday, 3pm MST (except July and December)

Chair: Andy Ferguson

https://us06web.zoom.us/j/5465023703

Password (if requested):

L3g@ci

___________________

Agenda Format:

Review Upcoming Events with and without/Partners

Discuss Program Content and Potential Partner Fit

Action Items: Assign Outreach Calls

Review: Concerns, Hurdles, Policy Needs

Adjourn

Marketing (02 Oct 2026)

Fri, 02 Oct 2026 16:00:00 GMT

Membership Committee

1st Friday, 9am MST (except July and December)

Chair: Justin Pace

Justin Pace Zoom Room

___________________

Agenda Format:

Per Justin's Leadership

Adjourn

Membership Committee (05 Oct 2026)

Mon, 05 Oct 2026 21:00:00 GMT

1st Monday, 2pm MST (except July and December)

note: When 1st Mondays are holidays, check with Chair

Chair: Vanessa Martin

https://us06web.zoom.us/j/5465023703

Password (if requested):

L3g@ci

___________________

Agenda Format:

Review Membership Dashboard: Total, Prospective, New, Lapsed

Action Items:

Share/Assign Outreach Calls

Plan/Discuss Campaigns, Initiatives, Policy needs.

Adjourn

Programs Committee (12 Oct 2026)

Mon, 12 Oct 2026 20:00:00 GMT

programs Committee

2nd Monday, 1pm MST (except July and December)

Chair: Andy Ragone/Jill McIlroy

https://us06web.zoom.us/j/5465023703

Password (if requested):

L3g@ci

___________________

Agenda Format:

Review Immediate Past Program Assessments

Prepare for Next Program: Mktg, Support, Intro

Plan Future Topics/Presenters (goal 6 mo's out)

Action Items:

Share/Assign Presenter Outreach, Partner Connections

Plan/Discuss Challenges, Initiatives, Policy needs.

Adjourn

Monthly meeting (20 Oct 2026)

Tue, 20 Oct 2026 07:00:00 GMT

Nicola Lawrence

Development Committee (26 Oct 2026)

Mon, 26 Oct 2026 22:00:00 GMT

last Monday, 3pm MST (except July and December)

Chair: Andy Ferguson

https://us06web.zoom.us/j/5465023703

Password (if requested):

L3g@ci

___________________

Agenda Format:

Review Upcoming Events with and without/Partners

Discuss Program Content and Potential Partner Fit

Action Items: Assign Outreach Calls

Review: Concerns, Hurdles, Policy Needs

Adjourn

Membership Committee (02 Nov 2026)

Mon, 02 Nov 2026 21:00:00 GMT

1st Monday, 2pm MST (except July and December)

note: When 1st Mondays are holidays, check with Chair

Chair: Vanessa Martin

https://us06web.zoom.us/j/5465023703

Password (if requested):

L3g@ci

___________________

Agenda Format:

Review Membership Dashboard: Total, Prospective, New, Lapsed

Action Items:

Share/Assign Outreach Calls

Plan/Discuss Campaigns, Initiatives, Policy needs.

Adjourn

Marketing (06 Nov 2026)

Fri, 06 Nov 2026 16:00:00 GMT

Membership Committee

1st Friday, 9am MST (except July and December)

Chair: Justin Pace

Justin Pace Zoom Room

___________________

Agenda Format:

Per Justin's Leadership

Adjourn

Programs Committee (09 Nov 2026)

Mon, 09 Nov 2026 20:00:00 GMT

programs Committee

2nd Monday, 1pm MST (except July and December)

Chair: Andy Ragone/Jill McIlroy

https://us06web.zoom.us/j/5465023703

Password (if requested):

L3g@ci

___________________

Agenda Format:

Review Immediate Past Program Assessments

Prepare for Next Program: Mktg, Support, Intro

Plan Future Topics/Presenters (goal 6 mo's out)

Action Items:

Share/Assign Presenter Outreach, Partner Connections

Plan/Discuss Challenges, Initiatives, Policy needs.

Adjourn

monthly meeting (17 Nov 2026)

Tue, 17 Nov 2026 07:00:00 GMT

Jonathan Morrison

Optimized CLATS

Development Committee (30 Nov 2026)

Mon, 30 Nov 2026 22:00:00 GMT

last Monday, 3pm MST (except July and December)

Chair: Andy Ferguson

https://us06web.zoom.us/j/5465023703

Password (if requested):

L3g@ci

___________________

Agenda Format:

Review Upcoming Events with and without/Partners

Discuss Program Content and Potential Partner Fit

Action Items: Assign Outreach Calls

Review: Concerns, Hurdles, Policy Needs

Adjourn

Development Committee (28 Dec 2026)

Mon, 28 Dec 2026 22:00:00 GMT

last Monday, 3pm MST (except July and December)

Chair: Andy Ferguson

https://us06web.zoom.us/j/5465023703

Password (if requested):

L3g@ci

___________________

Agenda Format:

Review Upcoming Events with and without/Partners

Discuss Program Content and Potential Partner Fit

Action Items: Assign Outreach Calls

Review: Concerns, Hurdles, Policy Needs

Adjourn

Marketing (01 Jan 2027)

Fri, 01 Jan 2027 16:00:00 GMT

Membership Committee

1st Friday, 9am MST (except July and December)

Chair: Justin Pace

Justin Pace Zoom Room

___________________

Agenda Format:

Per Justin's Leadership

Adjourn

Membership Committee (04 Jan 2027)

Mon, 04 Jan 2027 21:00:00 GMT

1st Monday, 2pm MST (except July and December)

note: When 1st Mondays are holidays, check with Chair

Chair: Vanessa Martin

https://us06web.zoom.us/j/5465023703

Password (if requested):

L3g@ci

___________________

Agenda Format:

Review Membership Dashboard: Total, Prospective, New, Lapsed

Action Items:

Share/Assign Outreach Calls

Plan/Discuss Campaigns, Initiatives, Policy needs.

Adjourn

Programs Committee (11 Jan 2027)

Mon, 11 Jan 2027 20:00:00 GMT

programs Committee

2nd Monday, 1pm MST (except July and December)

Chair: Andy Ragone/Jill McIlroy

https://us06web.zoom.us/j/5465023703

Password (if requested):

L3g@ci

___________________

Agenda Format:

Review Immediate Past Program Assessments

Prepare for Next Program: Mktg, Support, Intro

Plan Future Topics/Presenters (goal 6 mo's out)

Action Items:

Share/Assign Presenter Outreach, Partner Connections

Plan/Discuss Challenges, Initiatives, Policy needs.

Adjourn

Development Committee (25 Jan 2027)

Mon, 25 Jan 2027 22:00:00 GMT

last Monday, 3pm MST (except July and December)

Chair: Andy Ferguson

https://us06web.zoom.us/j/5465023703

Password (if requested):

L3g@ci

___________________

Agenda Format:

Review Upcoming Events with and without/Partners

Discuss Program Content and Potential Partner Fit

Action Items: Assign Outreach Calls

Review: Concerns, Hurdles, Policy Needs

Adjourn

Membership Committee (01 Feb 2027)

Mon, 01 Feb 2027 21:00:00 GMT

1st Monday, 2pm MST (except July and December)

note: When 1st Mondays are holidays, check with Chair

Chair: Vanessa Martin

https://us06web.zoom.us/j/5465023703

Password (if requested):

L3g@ci

___________________

Agenda Format:

Review Membership Dashboard: Total, Prospective, New, Lapsed

Action Items:

Share/Assign Outreach Calls

Plan/Discuss Campaigns, Initiatives, Policy needs.

Adjourn

Marketing (05 Feb 2027)

Fri, 05 Feb 2027 16:00:00 GMT

Membership Committee

1st Friday, 9am MST (except July and December)

Chair: Justin Pace

Justin Pace Zoom Room

___________________

Agenda Format:

Per Justin's Leadership

Adjourn

Programs Committee (08 Feb 2027)

Mon, 08 Feb 2027 20:00:00 GMT

programs Committee

2nd Monday, 1pm MST (except July and December)

Chair: Andy Ragone/Jill McIlroy

https://us06web.zoom.us/j/5465023703

Password (if requested):

L3g@ci

___________________

Agenda Format:

Review Immediate Past Program Assessments

Prepare for Next Program: Mktg, Support, Intro

Plan Future Topics/Presenters (goal 6 mo's out)

Action Items:

Share/Assign Presenter Outreach, Partner Connections

Plan/Discuss Challenges, Initiatives, Policy needs.

Adjourn

Development Committee (22 Feb 2027)

Mon, 22 Feb 2027 22:00:00 GMT

last Monday, 3pm MST (except July and December)

Chair: Andy Ferguson

https://us06web.zoom.us/j/5465023703

Password (if requested):

L3g@ci

___________________

Agenda Format:

Review Upcoming Events with and without/Partners

Discuss Program Content and Potential Partner Fit

Action Items: Assign Outreach Calls

Review: Concerns, Hurdles, Policy Needs

Adjourn

Membership Committee (01 Mar 2027)

Mon, 01 Mar 2027 21:00:00 GMT

1st Monday, 2pm MST (except July and December)

note: When 1st Mondays are holidays, check with Chair

Chair: Vanessa Martin

https://us06web.zoom.us/j/5465023703

Password (if requested):

L3g@ci

___________________

Agenda Format:

Review Membership Dashboard: Total, Prospective, New, Lapsed

Action Items:

Share/Assign Outreach Calls

Plan/Discuss Campaigns, Initiatives, Policy needs.

Adjourn

Marketing (05 Mar 2027)

Fri, 05 Mar 2027 16:00:00 GMT

Membership Committee

1st Friday, 9am MST (except July and December)

Chair: Justin Pace

Justin Pace Zoom Room

___________________

Agenda Format:

Per Justin's Leadership

Adjourn

Programs Committee (08 Mar 2027)

Mon, 08 Mar 2027 20:00:00 GMT

programs Committee

2nd Monday, 1pm MST (except July and December)

Chair: Andy Ragone/Jill McIlroy

https://us06web.zoom.us/j/5465023703

Password (if requested):

L3g@ci

___________________

Agenda Format:

Review Immediate Past Program Assessments

Prepare for Next Program: Mktg, Support, Intro

Plan Future Topics/Presenters (goal 6 mo's out)

Action Items:

Share/Assign Presenter Outreach, Partner Connections

Plan/Discuss Challenges, Initiatives, Policy needs.

Adjourn

Development Committee (29 Mar 2027)

Mon, 29 Mar 2027 22:00:00 GMT

last Monday, 3pm MST (except July and December)

Chair: Andy Ferguson

https://us06web.zoom.us/j/5465023703

Password (if requested):

L3g@ci

___________________

Agenda Format:

Review Upcoming Events with and without/Partners

Discuss Program Content and Potential Partner Fit

Action Items: Assign Outreach Calls

Review: Concerns, Hurdles, Policy Needs

Adjourn

Marketing (02 Apr 2027)

Fri, 02 Apr 2027 16:00:00 GMT

Membership Committee

1st Friday, 9am MST (except July and December)

Chair: Justin Pace

Justin Pace Zoom Room

___________________

Agenda Format:

Per Justin's Leadership

Adjourn

Membership Committee (05 Apr 2027)

Mon, 05 Apr 2027 21:00:00 GMT

1st Monday, 2pm MST (except July and December)

note: When 1st Mondays are holidays, check with Chair

Chair: Vanessa Martin

https://us06web.zoom.us/j/5465023703

Password (if requested):

L3g@ci

___________________

Agenda Format:

Review Membership Dashboard: Total, Prospective, New, Lapsed

Action Items:

Share/Assign Outreach Calls

Plan/Discuss Campaigns, Initiatives, Policy needs.

Adjourn

Programs Committee (12 Apr 2027)

Mon, 12 Apr 2027 20:00:00 GMT

programs Committee

2nd Monday, 1pm MST (except July and December)

Chair: Andy Ragone/Jill McIlroy

https://us06web.zoom.us/j/5465023703

Password (if requested):

L3g@ci

___________________

Agenda Format:

Review Immediate Past Program Assessments

Prepare for Next Program: Mktg, Support, Intro

Plan Future Topics/Presenters (goal 6 mo's out)

Action Items:

Share/Assign Presenter Outreach, Partner Connections

Plan/Discuss Challenges, Initiatives, Policy needs.

Adjourn

Development Committee (26 Apr 2027)

Mon, 26 Apr 2027 22:00:00 GMT

last Monday, 3pm MST (except July and December)

Chair: Andy Ferguson

https://us06web.zoom.us/j/5465023703

Password (if requested):

L3g@ci

___________________

Agenda Format:

Review Upcoming Events with and without/Partners

Discuss Program Content and Potential Partner Fit

Action Items: Assign Outreach Calls

Review: Concerns, Hurdles, Policy Needs

Adjourn