named programs · 3 · from sources
what they call their work
Advocacy and Standards Development
Works to enhance the fiduciary profession by promoting best practices, ethical standards, and policy improvements
Membership Directory and Networking
Provides a directory of licensed fiduciaries and facilitates professional networking across Arizona
Professional Education and Training
Offers educational events, materials, and training programs for fiduciaries to maintain certification and improve practice standards
activities · 4 groups
what they do
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Professional Development & Certification Programs 7 activities
- Annual Spring Conference for fiduciary professionalsHosts an annual conference attended by over 225 fiduciary professionals and supporting practitioners from Arizona, offering education, networking, and interdisciplinary collaboration opportunities.
- Membership and professional networkingSupports a professional community of nearly 200 members, hosting conferences that bring together fiduciaries and supporting professionals from legal, financial, healthcare, and social service fields.
- Professional education and training for fiduciariesProvides continuing education, training, and professional development through an annual Spring Conference attended by over 225 fiduciary professionals, as well as ongoing educational resources and guidance for Licensed Fiduciaries in Arizona.
- Professional education and training for fiduciariesProvides ongoing education, training, and continuing education opportunities for licensed fiduciaries in Arizona, including through structured programs and professional development resources.
- Provides education and training for fiduciariesOffers structure, guidance, training, and continuing education for Licensed Fiduciaries in Arizona, including hosting an annual Spring Conference for over 225 fiduciary professionals and supporting professionals.
- Provides education and training for fiduciariesOffers structure, guidance, training, and continuing education for Licensed Fiduciaries in Arizona, including hosting an annual Spring Conference for over 225 fiduciary professionals and supporting professionals.
- Provides professional education and trainingOffers structure, guidance, training, and continuing education for Licensed Fiduciaries in Arizona, including hosting an annual Spring Conference for over 225 fiduciary professionals and supporting professionals.
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Professional Conduct & Dispute Resolution Systems 6 activities
- Advocacy and professional standards promotionAdvocates for the fiduciary profession and promotes the adoption of the National Guardianship Association's Standards of Practice among members; serves as a state affiliate of the National Guardianship Association since 1999.
- Advocacy and professional standards promotionAdvocates for the fiduciary profession by promoting adoption of the National Guardianship Association's Standards of Practice and serves as a state affiliate of the National Guardianship Association since 1999.
- Advocacy and promotion of professional standardsAdvocates for the adoption of the National Guardianship Association's Standards of Practice and promotes high ethical and operational standards within the fiduciary profession in Arizona.
- Advocates for the fiduciary professionEngages in advocacy efforts to enhance and promote the fiduciary profession, including promoting the adoption of the National Guardianship Association's Standards of Practice.
- Advocates for the fiduciary professionEngages in advocacy efforts to enhance and promote the fiduciary profession, including promoting the adoption of the National Guardianship Association's Standards of Practice.
- Advocates for the fiduciary professionEngages in advocacy efforts to enhance and promote the fiduciary profession, including promoting the adoption of the National Guardianship Association's Standards of Practice.
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Professional Excellence Awards for Public Managers and Fiduciaries 6 activities
- Member recognition through awardsRecognizes outstanding emerging professionals in the field by awarding the Rising Star of Excellence Award, as seen with recipients Kallie Knight (2025) and Theresa Eells (2019).
- Professional recognition and awardsRecognizes excellence among emerging fiduciary professionals through the Rising Star of Excellence Award, with recipients including Kallie Knight (2025) and Theresa Eells (2019).
- Recognition of excellence in the fiduciary professionPresents annual awards such as the Rising Star of Excellence Award to recognize emerging leaders and exemplary service among licensed fiduciaries in Arizona.
- Recognizes exemplary fiduciariesAwards the Rising Star of Excellence Award to licensed fiduciaries who demonstrate exemplary promise and service, such as Kallie Knight in 2025 and Theresa Eells in 2019.
- Recognizes exemplary fiduciariesAwards the Rising Star of Excellence Award to licensed fiduciaries who demonstrate exemplary promise and service, with past recipients including Kallie Knight (2025) and Theresa Eells (2019).
- Recognizes exemplary fiduciariesAwards the Rising Star of Excellence Award to licensed fiduciaries who demonstrate exemplary promise and service, such as Kallie Knight in 2025 and Theresa Eells in 2019.
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Uncategorized 2 activities
- Membership organization for Arizona fiduciariesMaintains a professional membership association with approximately 200 members, providing structure and community for fiduciary practitioners across the state.
- Professional networking and conferencesHosts conferences that bring together fiduciary professionals and supporting professionals including court personnel, accountants, legal counsel, health practitioners, social workers, and asset management professionals to foster collaboration and knowledge sharing.
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financials · form 990EZ · fy2022
revenue
Total revenue$171K
Contributions & grants——
Program service revenue$142K83%
Investment income——
Other revenue—
expenses
Total expenses$126K
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits—
Grants paid out—
balance sheet
Total assets$102K
Cash—
Investments—
Liabilities—
Net assets$102K
3 years on record · 2020–2022 · YoY revenue +117.7%
leadership · form 990 part vii · fy2022
who runs it
board members · 9
- ANN LANDER — DIRECTOR
- KATHRYN BLAIR — DIRECTOR START 05/01/2022,
- LINA GARCIA — DIRECTOR
- LINDSAY BROWN — DIRECTOR START 05/01/2022
- PAM CARLSON — CO-EXECUTIVE DIRECTOR
- PATRICIA GRENIER — DIRECTOR START 05/01/2022
- SCOTT CARLSON — CO-EXECUTIVE DIRECTOR
- SHAWNIE PATTERSON — DIRECTOR START 05/01/2022
- THERESA WHITFIELD — DIRECTOR
relationships · 14
who they work with
- AHCCCS Behavioral Health Planning Council Network — President Kathryn Blair is a member of the AHCCCS Behavioral Health Planning Council
- Administrative Office of the Courts (AOC) Government — Licensed fiduciaries are regulated by the Administrative Office of the Courts (AOC).
- Arizona Attorney General Government — The Arizona Attorney General is required by state law to keep a registry of names of persons against whom complaints have been filed accusing them of abuse, neglect or exploitation of a vulnerable person.
- Arizona Geriatric Society Network — Vice President Deborah Gilliland is a member of the Arizona Geriatric Society
- Arizona Supreme Court Government — Professional fiduciaries must be certified with the Arizona Supreme Court to be eligible for appointment by a probate court.
- Maricopa County Bar Association’s Paralegal Division, Estate Planning, Probate & Trust Sections Network — Secretary Kallie Knight is an active member of the Maricopa County Bar Association’s Paralegal Division, Estate Planning, Probate & Trust Sections
- National Guardianship Association Network — Became a state affiliate of the National Guardianship Association in 1999.
- National Guardianship Association Network — Became a state affiliate of the National Guardianship Association in November 1999.
- National Guardianship Association Network — Board members are members of the National Guardianship Association
- National Guardianship Association Network — References and promotes the National Guardianship Association's Standards of Practice as industry best practice.
- National Guardianship Association (NGA) Partner — References NGA's code of ethics as a best-practices guide and notes that members with NGA credentials are bound by its standards.
- National Guardianship Foundation (NGF) Partner — Many of Arizona’s professional fiduciaries have achieved NGF certification as Registered Guardian and Master Guardian.
- The Carlson Group, LLC Partner — Executive Director of Arizona Fiduciaries Association
- Yavapai College Partner — President Kathryn Blair is an adjunct instructor in the paralegal studies program at Yavapai College