Center for Planned Giving

This free, impartial and confidential resource is available for professional advisors, donors and nonprofits as they explore the possibilities of philanthropy.

The Center for Planned Giving was established in November 2002 in partnership with the Community Foundation for Southern Arizona and Leave A Legacy® Southern Arizona. Its mission is to increase planned and major gifts made to charitable organizations in Southern Arizona.

The Center’s services include:

  • Consultations with professional advisors and their clients
  • Educational presentations for advisory members of boards
  • Preparation of gift illustrations and calculations
  • Referrals to planned giving professionals and services

What professional advisors say about the Center for Planned Giving

“The Center for Planned Giving is a unique philanthropic resource. The Center’s contribution to our community is beyond measure.” — Bill Asdell, Tucson attorney with a focus on charitable gift planning

“Having access to the services of the Center for Planned Giving provides financial advisors, donors and nonprofits unique opportunities to raise philanthropic dollars.” — Beth Bank, financial advisor and nonprofit volunteer

Thank you to Leave a Legacy® Southern Arizona, an initiative of the Planned Giving Roundtable of Southern Arizona, for financial support of the Center for Planned Giving.