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ARIZONA CHARITABLE GIFT PLANNERS
SCOTTSDALE, AZ · EIN 770653171 · Form 990EZ · FY2022 · NTEE T502 · Philanthropy & Grantmaking · Micro (<$100K) · pgrtaz.org
revenue
$92K
expenses
$68K
net assets
$56K
employees
—
mission · from form 990

Promote facilitate planned giving thru educational programs

profile · synthesized from sources

Arizona Charitable Gift Planners (AZCGP) is a nonprofit 501(c)(3) organization that builds a professional network for estate, tax, financial, legal, and fundraising professionals focused on charitable gift planning. The organization supports its members through educational events, a speakers' bureau, and networking opportunities to enhance planned giving practices across Arizona. It operates exclusively within the state and serves professionals rather than direct beneficiaries.

named programs · 2 · from sources

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
activities · 3 groups

what they do

  • Planned Giving Professional Education 11 activities
    • Facilitating a forum for planned giving professionals
      The organization hosts and leads a forum for financial, legal, tax, or fundraising professionals interested in planned giving strategies, including monthly meetings and maintaining a database of local speakers on planned giving topics.
    • Facilitating a professional forum for gift planners
      The 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
      The 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
      The 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
      The 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 professional network for gift planners
      The 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.
    • Providing educational programs and resources on charitable gift planning
      The 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
      The 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
      The 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
      The organization provides education and resources to professionals in financial, legal, tax, and fundraising fields 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.
    • Providing professional development and education on charitable gift planning
      The 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.
  • Arizona Tax Credit Donation Facilitation 4 activities
    • Promoting legacy giving through the Leave a Legacy (R) program
      The 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 program
      The organization brings the Leave a Legacy (R) program to Arizona, encouraging individuals to include charitable organizations in their wills or make contributions to endowments.
    • Promoting legacy giving through the Leave a Legacy program
      The 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.
    • Promoting the Leave a Legacy program in Arizona
      The organization brings the Leave a Legacy (R) program to Arizona, encouraging individuals to include charitable organizations in their wills or make contributions to endowments.
  • Membership Recruitment and Retention 3 activities
    • Maintaining a membership program and services
      The 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.
    • Managing membership and organizational operations
      The organization maintains and expands its membership, manages its programs and events, secures funding, and implements marketing strategies through various committees. It also covers operating costs and subsidizes membership dues for those who cannot afford them.
    • Membership management and support
      The 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.
financials · form 990EZ · fy2022
revenue
Total revenue$92K
Contributions & grants$57K62%
Program service revenue$35K38%
Investment income$30%
Other revenue—
expenses
Total expenses$68K
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits—
Grants paid out—
balance sheet
Total assets$56K
Cash—
Investments—
Liabilities—
Net assets$56K
4 years on record · 2019–2022 · YoY revenue +41.5%
leadership · form 990 part vii · fy2022

who runs it

board members · 11
  • ALAN DIETRICH — DIRECTOR
  • ANDREA CLAUS — DIRECTOR
  • BRIDGET COSTELLO — DIRECTOR
  • BRION CRUM — DIRECTOR
  • DARIN SHEBESTA — DIRECTOR
  • JOHN MOORE — DIRECTOR
  • KRISTEN MIHALJEVIC — DIRECTOR
  • MARGARET STEPHENS REED — DIRECTOR
  • RUSSELL BUCKLEW — DIRECTOR
  • SUSAN WASCHLER — DIRECTOR
  • VANESSA CORNWALL — DIRECTOR
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.