Arizona Charitable Gift Planners

10/15/2026

What if a donor’s “pledge” could become a commitment?

Year-end giving is about more than asking donors to give. It’s about creating smarter strategies that can help donors reduce taxes while strengthening philanthropic impact.

Join us for a timely conversation with Jonathon Morrison, JD, as he explores:

• Optimized CLAT (OCLAT) planning
• Strategies for unlocking larger charitable gifts
• Converting pledges into irrevocable commitments
• Tax and estate planning opportunities
• How nonprofits can strengthen donor commitments

If you work with major donors, planned gifts, or year-end giving strategies, this is a conversation worth having.

Thank you to our sponsor Yellowstone Trust Administration!

Register now →

https://azgiftplanners.org/event-6829919

10/13/2026

Millennials are building and inheriting wealth, and they aren’t necessarily approaching philanthropy the way previous generations did.

They want to understand the impact.
They expect transparency.
They communicate differently.
And they want their values reflected in where and how they give.

So what does that mean for estate planners, financial advisors, development professionals and other philanthropic advisors?

Find out at our Oct. Monthly Meeting, LEGACY, INNOVATION & ENGAGEMENT: Reimagining Millennial Philanthropy in the Era of the Great Wealth Transfer.

Nicola Lawrence, Vice President of Individual Giving at Phoenix Children’s, will lead a conversation about Millennial values, technology, trust, engagement, and meaningful legacy conversations.

The wealth is transferring. The philanthropy is evolving. The question is whether we are evolving with it.

Thank you to our sponsor Alerus. We are grateful for your support!

Register below:

https://azgiftplanners.org/event-6807498

10/08/2026

Today is Donor-advised funds (DAFs) Day!
DAFs now hold billions in charitable assets, and nearly 2 million Americans use them to support nonprofits.

For fundraisers, that means opportunity. DAF donors aren’t deciding whether to give—they’re deciding where their charitable dollars should go.

This DAF Day, make it easy: remind your donors that recommending a grant from their DAF is a simple way to put their charitable dollars to work.

Unless you’ve been dozing for the last decade, you know that there’s been a remarkable transformation in how many Americans are giving to charity.

10/06/2026

What does the next generation of philanthropy look like?

For Millennials, giving may be less about tradition and more about connection, transparency, technology, values, and visible impact.

That means the conversation around charitable giving and legacy planning is changing, too.

In our next Monthly Meeting, LEGACY, INNOVATION & ENGAGEMENT, Nicola Lawrence MSc MSFP PgC CAP® CFRE of Phoenix Children’s will explore:

• What motivates Millennial donors
• How technology is changing donor relationships
• Why trust and transparency matter
• How to connect charitable priorities with financial and legacy goals
• Ways to help donors articulate the impact they want to make

Because successful philanthropy starts with understanding the person behind the gift.

A big thank you to our sponsor Alerus!

Join us for the conversation. Register below to secure your spot.

https://azgiftplanners.org/event-6807498

10/01/2026

Save the date!

We know it’s just October but the holidays will be here before we know it! Our Holiday Social will be Thursday, December 10.

Join us from 5:00–7:00 p.m. for an evening of good company, festive conversation, and holiday cheer.

Members and guests are welcome! Thank you to our sponsor McNemar Law Offices!

https://azgiftplanners.org/event-6833060

09/29/2026

The Great Wealth Transfer is changing philanthropy.

As Millennials enter their peak earning, leadership, and wealth-building years, they are also bringing new expectations to charitable giving, legacy planning, technology, trust, and impact.

Join us on October 20th for:

LEGACY, INNOVATION & ENGAGEMENT
Reimagining Millennial Philanthropy in the Era of the Great Wealth Transfer

Featuring Nicola Lawrence, Vice President of Individual Giving at Phoenix Children’s.

This session will explore what motivates Millennial donors, how technology is reshaping donor engagement, and how professionals can create more meaningful conversations around values, charitable priorities, and legacy.

Thank you to our sponsor Alerus!

Register on our website

https://azgiftplanners.org/event-6807498

09/23/2026

Another great Happy Hour is in the books!

Thank you to everyone who joined us—we loved catching up, connecting, and enjoying a great evening together.

We’re already looking forward to the next one. See you there!

09/21/2026

Partner with Arizona Gift Planners and help shape the future of charitable giving in our community.

As a sponsor, you’ll have the opportunity to:

* Connect with a network of estate planning, financial, legal, and nonprofit professionals.
* Increase your organization’s visibility among philanthropic leaders and decision-makers.
* Demonstrate your commitment to strengthening Arizona’s nonprofit community.
* Support educational programs and events that inspire strategic and impactful giving.
* Build valuable relationships while making a lasting difference.

Interested? Email us at [email protected]

09/17/2026

Networking is even better when we’re celebrating the causes we care about.

Join us for our September Arizona Charitable Gift Planners Happy Hour, where we’ll showcase the nonprofits we support throughout the Valley.

And we want to see your favorites, too. Wear apparel from a nonprofit or charitable organization you love and support and help us create a room full of charitable spirit.

📆September 22, 2026
⏰4:00–6:00 PM
📍PV Pie & W**e
4740 E. Shea Blvd., Suite 104, Phoenix

First beverage and shared table appetizers included.

Open to all members, supporters and guests. Space is limited, so register below

https://azgiftplanners.org/event-6799855

09/15/2026

Save the Dates! 🍂

Fall is just around the corner, and we’re already looking forward to our upcoming AZ Gift Planners monthly meetings!

📅 October 20, 2026
Featuring Nicola Lawrence

📅 November 17, 2026
Featuring Jonathan Morrison

Mark your calendars and stay tuned for more details, including topics, locations and registration information!

Thank you to our sponsors Alerus and Yellowstone Trust Administration, Inc . We couldn’t do it without you!

We’ll see you this fall! 🍁