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Association of Fundraising Professionals: Southern Arizona Chapter

Engaging Estate Planners and Other Professional Advisors – Tips and Best Practices

PLEASE NOTE: This meeting is being held at the Community Foundation for Southern Arizona – 5049 E. Broadway Blvd., Suite 201, Tucson, AZ 85711

What are the best ways to engage estate planners and other professional advisors about annual and planned giving? What is the appropriate role for a development officer to play when a donor suggests that he or she would like to make a gift? What are the common ethical rules that estate planners and other professional advisors follow when discussing a potential lifetime or testamentary gift? What are productive ways for development professionals to strengthen connections to professional advisors in our community? Come join us for a lively and interesting discussion!

Presented by Elizabeth Friman 

Elizabeth is a third generation Tucsonan and a proud graduate of Green Fields County Day School. She traveled away from Tucson to study economics and government at Connecticut College, where she graduated cum laude. Before law school Elizabeth spent several years in New York city where she worked in the capital markets industry as a as a legal assistant for Davis Polk & Wardwell. Elizabeth returned to Tucson where she attended the University of Arizona Rogers College of Law. In 2013, she joined Fleming & Curti as an Attorney.

Elizabeth’s practice focuses on trust administration, probate, guardianship, conservatorship and estate planning. Elizabeth is a licensed private fiduciary and uses her expertise to help families navigate the process of administering trusts and estates. With the help of the talented staff at Fleming & Curti, Elizabeth serves as guardian, conservator, trustee and/or personal representative. She has a passion for public speaking and has presented on different topics including Charitable Gift Planning, Diminished Capacity and Estate Planning, Representation of Fiduciaries and Best Practices for Trustees Managing Special Needs Trusts. Elizabeth is a member of the Special Needs Alliance, an invitation-only nation organization, comprised of attorneys dedicated to the practice of disability and public benefits law.

 

Members $26.05

Nonmembers - $36.35