SAFFORD—The Arizona Community Foundation of the Gila Valley will present two educational workshops focused on Charitable Gifts: Insights, Issues and Opportunities on Wednesday, March 21. The morning session will provide planned giving resources for nonprofits and the afternoon session will focus on topics of interest to professional advisors serving Southeast Arizona.
Jonathan Tidd, a renowned lawyer whose practice specializes in advising on charitable gift planning and the tax and legal implications of gift planning, will led the discussion for both workshops. He will be joined by Judi Smith, CFRE, the Arizona Community Foundation Director of Planned Giving, who has over 30 years of experience in nonprofit fundraising, much of it in the area of planned giving.
Registration is highly encouraged and space is limited. See below for details and to register. The sessions are free to attend and no prior knowledge of planned giving is necessary.
Charitable Gifts: Insights, Issues and Opportunities for Nonprofits will take place on Wednesday, March 21 from 8:30 to 11:00 a.m. at the City of Safford Annex Building, 808 S. 8th Avenue. Refreshments will be served. Topics for discussion include opportunities for charitable gift planning, how the tax law might affect donors in 2018, approaches to utilize stock, and how to ask donors for gifts. Register online at GVnpo0321.eventbrite.com.
Charitable Gifts: Insights, Issues and Opportunities for Professional Advisors will take place on Wednesday, March 21 from 11:45 a.m. to 4:00 p.m. at the City of Safford Annex Building, 808 S. 8th Avenue. Lunch and networking will take place between 11:45 a.m. and 1:00 p.m. The workshop begins at 1:00 p.m. and will cover strategies for asset funding, appraisal rules and gift dates, and the challenges that exist in charitable gift planning. Attendees may be eligible for up to three hours of continuing education credit. Register online at GVpa0321.eventbrite.com.
Contact Angie Laskarides, Regional Director of ACF of the Gila Valley, at 520.505.3676 or ALaskarides@azfoundation.org for more information or to register.
The Arizona Community Foundation of the Gila Valley is a growing and permanent collection of funds created by local residents for the benefit of communities in Graham and Greenlee Counties. This family of charitable funds is guided by a local Board of Advisors and benefits from cost-efficient, centralized professional services provided by the Arizona Community Foundation.
Founded in 1978, the Arizona Community Foundation is a statewide philanthropy with regional offices serving communities across Arizona. Last year, the Arizona Community Foundation distributed over $55 million to more than 4,500 nonprofit organizations, schools, and faith-based organizations, including over $7.5 million in scholarships and School Tuition Organization funding.