activities · 14
what they do
advocacy · 1
- Promoting legacy giving through the Leave a Legacy programThe organization establishes and promotes a legacy giving program, including bringing the Leave a Legacy (R) program to Arizona, to encourage individuals to include the organization in their wills or contribute to its endowment.
capacity building · 13
- Facilitating a professional forum for gift planners Charitable Gift Planning EducationThe organization hosts and leads a forum for financial, legal, tax, or fundraising professionals interested in planned giving strategies, including monthly meetings and an annual conference, and maintains a database of local speakers on planned giving topics.
- Facilitating monthly meetings and forums for professionals Charitable Gift Planning EducationThe organization hosts and leads a forum dedicated to financial, legal, tax, or fundraising professionals interested in planned giving strategies, holding monthly meetings on the third Tuesday of each month with secured topics and speakers.
- Facilitating networking and information sharing for members Charitable Gift Planning EducationThe organization hosts monthly meetings and maintains a database of local speakers on planned giving topics. It also distributes meeting announcements and membership e-newsletters to subscribers to foster community and information exchange among professionals.
- Hosting an annual charitable gift planning conference Charitable Gift Planning EducationThe organization hosts an annual conference for gift and estate planning professionals, nonprofit gift planners, fundraising staff, financial, tax and estate professionals, wealth advisors, nonprofit leaders, and board members. This includes a half-day "Gift Planning Basics" session and a full-day session with keynotes and breakout sessions.
- Maintaining a membership program and services Member Newsletter & Magazine DistributionThe organization maintains and expands its membership rolls and services, distributing meeting announcements and membership e-newsletters to subscribers, and subsidizing membership dues for individuals who cannot afford them.
- Maintaining a professional network for gift planners Charitable Gift Planning EducationThe organization hosts and leads a forum for financial, legal, tax, or fundraising professionals interested in planned giving strategies, facilitating networking and information exchange through monthly meetings and membership services.
- Membership management and support Member Newsletter & Magazine DistributionThe organization maintains and expands its membership rolls and services, distributing meeting announcements and e-newsletters, and subsidizes membership dues for those who cannot afford them.
- Promoting legacy giving through the Leave a Legacy (R) programThe organization establishes a legacy giving program through which individuals can include AZCGP in their wills or make contributions to its endowment, and brings the Leave a Legacy (R) program to Arizona.
- Promoting legacy giving through the Leave a Legacy programThe organization brings the Leave a Legacy (R) program to Arizona, encouraging individuals to include charitable organizations in their wills or make contributions to endowments.
- Providing educational programs and resources on charitable gift planning Charitable Gift Planning EducationThe organization provides education and resources to promote and facilitate charitable gift planning, including in-depth presentations on advanced concepts and timely topics, "Charitable Gift Planning 101" sessions, and programs that qualify for professional continuing education (CE) credits.
- Providing professional development and education on charitable gift planning Charitable Gift Planning EducationThe organization provides education and resources to professionals interested in planned giving strategies through monthly meetings, an annual conference, and specialized sessions covering basic and advanced concepts, often featuring nationally recognized experts. These programs are designed to qualify for continuing education credits.
- Providing professional development and education on charitable gift planning Charitable Gift Planning EducationThe organization provides education and resources to professionals interested in planned giving strategies through monthly meetings, an annual conference, and specialized sessions covering basic to advanced concepts, often featuring nationally recognized experts. These programs are designed to qualify for continuing education credits.
- Providing professional development and education on charitable gift planning Charitable Gift Planning EducationThe organization provides education and resources to professionals interested in planned giving strategies through monthly meetings, an annual conference, and "Charitable Gift Planning 101" sessions. These programs often feature nationally recognized experts and qualify for continuing education credits.
strategies · 13
how they think
Theories of action extracted from this org's own source material. Click any to see the full field of orgs running the same approach.
- Advancing charitable gift planning through professional development and awareness professional_development_and_awarenessThe organization advances charitable gift planning by building awareness and providing professional development opportunities. This approach aims to strengthen nonprofits and support professionals in the field, thereby enhancing the practice of gift planning.
- Building an interdisciplinary professional network network buildingThe organization develops a network of professionals from various fields, including estate, tax, financial, legal, and fundraising. This interdisciplinary approach aims to enhance expertise and collaboration in charitable gift planning.
- Collaborative Engagement and Network Building collaborative_engagementThe organization fosters collaboration and community engagement as core principles, developing an interdisciplinary network of professionals to advance charitable gift planning.
- Community Education and Empowerment community_education_and_empowermentThe organization educates, motivates, and empowers the community to promote and facilitate charitable gift planning through collective action and community-based educational approaches.
- Community education and empowerment for charitable gift planning community_education_and_empowermentThe organization educates, motivates, and empowers the community to promote and facilitate charitable gift planning. This strategy aims to foster collective action and increase engagement in legacy giving by providing knowledge and tools to individuals and organizations.
- Facilitating connections through a Speakers' Bureau speaker_bureauThe organization operates a Speakers' Bureau to connect planned giving speakers (who must be members) with organizations (nonprofit or members) at no cost. This mechanism aims to disseminate knowledge and expertise in planned giving across the community.
- Fostering collaborative engagement collaborative_engagementThe organization emphasizes collaboration and community engagement as fundamental principles to advance charitable gift planning. This involves bringing together various stakeholders to work cooperatively towards common goals in philanthropy.
- Professional Development and Awareness Building professional_development_and_awarenessThe organization advances charitable gift planning by building awareness and providing professional development opportunities to strengthen nonprofits and support gift planning professionals.
- Social Norming of Legacy Giving social_norming_of_legacy_givingThe organization promotes charitable gift planning as a socially normalized practice to enrich the community through legacy giving, envisioning a future where it is the social norm.
- Social norming of legacy giving social_norming_of_legacy_givingThe organization promotes charitable gift planning as a socially normalized practice. By making legacy giving a common and accepted part of community behavior, it aims to enrich the community through increased philanthropic contributions.
- Speaker Bureau for Knowledge Dissemination speaker_bureauThe organization operates a Speakers' Bureau to connect planned giving speakers (who must be members) with organizations (nonprofit or members), offering this service at no cost to facilitate knowledge sharing.
- Speaker Bureau for Knowledge Dissemination speaker_bureauThe organization operates a Speakers' Bureau to connect planned giving speakers (who must be members) with organizations (nonprofit or members), offering the service at no cost to facilitate knowledge sharing.
- Speaker Bureau for Knowledge Dissemination speaker_bureauThe organization operates a Speakers' Bureau to connect planned giving speakers (who must be members) with organizations, offering this service at no cost to facilitate knowledge sharing and promotion of planned giving.
named programs · 2
what they call their work
32nd Annual Conference
Educational event featuring half-day and full-day sessions on gift planning basics, technical topics, and inspirational talks for professionals in estate and charitable planning
Speakers' Bureau
Free referral service connecting nonprofit organizations and event planners with AZCGP member speakers willing to present on planned giving topics
relationships · 28
who they work with
- A New Leaf Partner — Employer of board member Suzanne Percy, who serves on the board of Arizona Charitable Gift Planners
- Arizona Community Foundation Partner — Employer of board member Jill McIlroy, who serves on the board of Arizona Charitable Gift Planners
- Arizona Community Foundation Partner — Event Partner for the 32nd Annual Conference and Session Partner for the Breakfast Keynote.
- Arizona Humane Society Partner — Employer of board member Vanessa Martin, who serves as Secretary of Arizona Charitable Gift Planners
- AziMuth Legal Solutions Partner — Brian Nielson from AziMuth Legal Solutions is a speaker for the Lunch Keynote at the 32nd Annual Conference.
- CFRE Network — Displays CFRE ConEd logo, indicating affiliation or partnership with CFRE for continuing education.
- Crescendo Interactive Partner — Half Day Session Partner for the 32nd Annual Conference.
- Desert Botanical Garden Partner — Employer of board member Olivia Homewood, who serves on the board of Arizona Charitable Gift Planners
- Desert Willow Conference Center Partner — Host venue for the 32nd Annual Charitable Gift Planners' Conference.
- HonorHealth Foundation Partner — Employer of board member Patricia J. Elder, who serves on the board of Arizona Charitable Gift Planners
- John Moore & Associates Partner — Employer of board member Andy Ferguson, who serves on the board of Arizona Charitable Gift Planners
- Lydon Senior Pathways/ReMax Excalibur Partner — Employer of board member Thomesa Lydon, who serves on the board of Arizona Charitable Gift Planners
- Margaret Stephens-Reed Partner — Membership chair for AZCGP, serving as contact for membership inquiries.
- Morris Hall Partner — Employer of board member Brooks Crandell, who serves on the board of Arizona Charitable Gift Planners
- National Christian Foundation Southwest Partner — Lunch Partner for the 32nd Annual Conference.
- Partnership for Philanthropic Planning Network — National parent organization.
- Phoenix Children's Foundation Partner — Employer of board members Nicola Lawrence and Justin Pace, who serve on the board of Arizona Charitable Gift Planners
- Pleiades Nonprofit Advisors, LLC Partner — Employer of board member Andy Ragone, who serves on the board of Arizona Charitable Gift Planners
- Possibility Wealth Advisors, LLC Partner — Employer of board member Darin Shebesta, who serves as President of Arizona Charitable Gift Planners
- Premium Organization Partner — Administrative office for the Speakers' Bureau
- Premium Organization Partner — Provides administrative services.
- Savant Wealth Management Partner — Employer of board member Justin D. Smith, who serves on the board of Arizona Charitable Gift Planners
- Stephanie Weadock Partner — Point of contact for donor record submissions and legacy partner coordination.
- Strategic Gifts Executives Partner — Employer of board member P. Alan Knobloch, who serves on the board of Arizona Charitable Gift Planners
- The Joy Bus Partner — Employer of board member Jacqueline Ochoa, who serves on the board of Arizona Charitable Gift Planners
- U.S. Bank Private Wealth Management Partner — Employer of board member Bret Reel, who serves as Treasurer of Arizona Charitable Gift Planners
- U.S. Bank Private Wealth Management Partner — Pre Conference Reception Partner for the 32nd Annual Conference.
- WM Phoenix Open Partner — Participates in the Birdies For Charity program to receive pledged donations through the annual golf tournament.