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  • FPA of GP Field Trip: Arizona Community Foundation

FPA of GP Field Trip: Arizona Community Foundation

  • Wednesday, August 23, 2017
  • 3:00 PM - 5:00 PM
  • ACF Community Room: 2201 E. Camelback Road, Suite 405B Phoenix, AZ 85016

Registration

  • Field Trips with limited space/access are extended first to chapter members and partners, then to additional financial professionals.

What is the role of a Community Foundation anyway?


 How do community foundations function?  Who uses them and why?


What services that they provide are most likely to be useful to you as a financial planner and how can they help you better serve your clients, or even become more adept at gaining/winning new clients?

 



Join us for an onsite visit and tour of  the ACF offices in Phoenix, and learn firsthand how this local philanthropic resource impacts our community and our financial profession.


What is a CAP and why should I care?


Phoenix Office Location:


  • Visit this Community Resource: what can they offer for you?
  • Discuss the primary functions of a Community Foundation and understand how to parse their offerings and value relative to Donor Advised Funds, Supporting Organizations, and Endowment funds.
  • Learn how to use the philanthropic conversation to deepen your planning and professional relationship with your clients.
Attendance priority given to FPA chapter members, $10 registration fee, capped attendance of 60 planners.



FPA
of Greater Phoenix
Vision:  The essential hub of the Financial Planning community

 

Ph:  480-483-9035

Mission:  Connect CFP(R) and associated professionals with the resources they need and the people who need them.
 
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Fx:  480-922-5283
info@FPAofPhoenix.org   

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