https://azgiftplanners.org/page-974657 Arizona Charitable Gift Planners upcoming events Arizona Charitable Gift Planners Wild Apricot - membership management software and more en Tue, 16 Jun 2026 20:05:10 GMT Tue, 16 Jun 2026 20:05:10 GMT Wed, 24 Jun 2026 15:00:00 GMT <p><br></p> <p align="center">AZCGP Board Meeting</p> <p align="center"><span style="background-color: rgb(255, 255, 255);"><font style="font-size: 14px;" color="#333333" face="Arial, Helvetica, sans-serif">Join Zoom Meeting</font></span><br> <br> <a href="https://zoom.us/j/5465023703?pwd=L05LTlNvTk5WSFFlNDhmUlRmZ1htdz09"><font style="font-size: 14px;" color="#0B9DCC" face="Arial, Helvetica, sans-serif">https://zoom.us/j/5465023703?pwd=L05LTlNvTk5WSFFlNDhmUlRmZ1htdz09</font></a><br> <br> <span style="background-color: rgb(255, 255, 255);"><font style="font-size: 14px;" color="#333333" face="Arial, Helvetica, sans-serif">Meeting ID: <a class="sw-phone" title="Call with Dialpad" href="dialpad://546%20502%203703">546 502 3703</a></font></span><br> <br> <span style="background-color: rgb(255, 255, 255);"><font style="font-size: 14px;" color="#333333" face="Arial, Helvetica, sans-serif">Passcode: L3g@ci</font></span><br> <br> <span style="background-color: rgb(255, 255, 255);"><font style="font-size: 14px;" color="#333333" face="Arial, Helvetica, sans-serif">Find your local number:</font></span> <a href="https://zoom.us/u/adFS9zH1"><font style="font-size: 14px;" color="#0B9DCC" face="Arial, Helvetica, sans-serif">https://zoom.us/u/adFS9zH1</font></a><br></p> <p align="center"><br></p> <p><br></p> <p><br></p> https://azgiftplanners.org/event-6270074 https://azgiftplanners.org/event-6270074 Thu, 25 Jun 2026 19:00:00 GMT <p align="center"><img src="https://azgiftplanners.org/resources/CAP%20FLYER%20FINAL%20(1).pdf" alt="" title="" border="0"><img src="https://azgiftplanners.org/resources/Documents/Committees/CAP/CAP%20FLYER%20539%202026%20Finalv2.jpg" alt="" title="" border="0" width="545" height="706"><img src="https://azgiftplanners.org/resources/Documents/Committees/CAP/CAP%20FLYER%20FINAL%202025v2.pdf" alt="" title="" border="0"></p> <h3 align="center" style="margin-bottom: 0px !important;"><font color="#616161" face="Calibri, sans-serif">Those&nbsp; who are interested please reach out to</font></h3> <h3 align="center" style="margin-top: 0px !important;"><font color="#616161" face="Calibri, sans-serif">Riley Arter <a href="mailto:RLA@tblaw.com" target="_blank">RLA@tblaw.com</a></font></h3> https://azgiftplanners.org/event-6638328 https://azgiftplanners.org/event-6638328 Tue, 18 Aug 2026 18:15:00 GMT <h3 align="center"><font color="#000000" face="Georgia" style="font-size: 20px;">"<font color="#242424" face="Arial, sans-serif, serif, EmojiFont">The Nine Components of a Modern Philanthropic Plan</font>"</font></h3> <h3 align="center" style="margin-top: 0px !important; margin-bottom: 0px;"></h3> <p style="margin-top:0px !important;margin-bottom:0px !important;"><br></p> <table width="99%" cellpadding="0" cellspacing="0" watable="1" class="contStyleExcSimpleTable" style="border-collapse: collapse; border-style: solid; border-width: 1px; border-color: #999999;"> <tbody> <tr> <td style="border-style: solid; border-width: 1px; border-color: #999999;" valign="top"> <div align="center">&nbsp;<img src="https://static.wixstatic.com/media/893209_c5fbed27474a4f0baf88e3a4f7eb218b~mv2.png/v1/fill/w_343,h_497,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/Dien%20Yuen%20Headshot%201.png" alt="Dien Yuen Philanthropy Advisor" width="127" height="184"></div> <h5 style="margin-top: 0px !important; margin-bottom: 0px !important;" align="center"><font face="Georgia" color="#000000" style="font-weight: normal;">&nbsp;<a href="https://www.daylightadvisors.com/daylight-team/dien-yuen" target="_blank">Dien Yuen, CAP<font style="font-size: 10px;">(R)</font>, AEP<font style="font-size: 11px;">(R),</font> IPA</a></font></h5> <h5 style="margin-top: 0px !important; margin-bottom: 0px;" align="center"><font color="#000000" face="Georgia"><span style="font-weight: 400;">CEO</span></font></h5> <h5 style="margin-top: 0px !important; margin-bottom: 0px;" align="center"><font color="#000000" face="Georgia"><span style="font-weight: 400;">Daylight Advisors</span></font></h5> <p style="margin-top: 0px; margin-bottom: 0px !important;"><br></p> </td> <td style="border-style: solid; border-width: 1px; border-color: #999999;" valign="top"> <div align="center"> <p style="margin-top: 0px !important; margin-bottom: 0px !important;"><img src="https://azgiftplanners.org/resources/Documents/Member%20Meetings/2025-2026/20260818/Megan%20Capture.JPG" alt="" title="" border="0"><br></p><br> </div> <p align="center" style="margin-top: 0px !important; margin-bottom: 0px !important;"><a href="https://www.linkedin.com/in/megan-lemieux-bell-ipa-6b126b1/" target="_blank"><font face="Georgia">Megan Lemieux, IPA</font></a></p> <p align="center" style="margin-top: 0px !important; margin-bottom: 0px !important;"><font face="Georgia">Daylight Advisors</font></p> </td> </tr> </tbody> </table> <h3 align="left" style="margin-bottom: 0px !important;"></h3> <h3 style="margin-top: 0px !important; margin-bottom: 0px !important;"><font color="#000000"><font face="Georgia" style="font-weight: normal; font-size: 16px;"><font color="#000000">Description:</font></font></font></h3> <h3 style="margin-top: 0px !important; margin-bottom: 0px !important;"></h3> <p style="line-height: 20px;"><font color="#000000"><font face="Georgia" style="font-weight: normal; font-size: 16px;"><font color="#242424">Daylight published the <em style="">Philanthropic Advising Competency Model</em> 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.</font></font></font></p> <p style="line-height: 20px;"><font color="#000000"><font face="Georgia" style="font-weight: normal; font-size: 16px;"><font color="#242424">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.</font></font></font></p> <p style="line-height: 20px;"><font color="#000000"><font face="Georgia" style="font-weight: normal; font-size: 16px;"><font color="#242424">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.</font></font></font></p> <h3 align="left" style="margin-top: 0px !important; margin-bottom: 0px !important;"></h3> <p style="margin-top: 0px !important; margin-bottom: 0px !important;"><br></p> <p align="center" style="margin-top: 0px !important; margin-bottom: 0px !important;"><font face="Georgia" style="font-size: 14px;">Program is Pending Approval for 1PT&nbsp;<img src="https://azgiftplanners.org/resources/Pictures/Logos/CFRE%20ConEdLogo-2026.png" alt="" title="" border="0" width="49" height="52"></font><font face="Georgia" style="font-size: 14px;">&nbsp;CE Credit</font></p> <p align="center" style="margin-top: 0px !important; margin-bottom: 0px !important;"><br></p> <h3 align="center" style="margin-top: 0px !important; margin-bottom: 0px !important;"><font face="Georgia" color="#303030">You Could be This Program's Partner!</font></h3> https://azgiftplanners.org/event-6662708 https://azgiftplanners.org/event-6662708