Inspiring Donors Now & ForeverFall 2015

Impact Report

Year End Legal and Tax Checklist

Can it be approaching the end of the year already? In addition to planning family gatherings and buying gifts, take the time to review tax and legal issues while there is still time.

o To start with, do you have an estate plan?

o Does it say what you want it to say?

o Are the people you have named as agents, executors, or trustees still up to the task?

o Do you have appropriate beneficiary designations on retirement plans and life insurance policies?

o Have you updated it after a marriage or divorce?

Charitable Gifts. People make gifts to charities because they want to benefit causes close to them. However, it makes sense to maximize the tax benefits of these gifts. These benefits depend on what you give and when, so a discussion with your accountant prior to year end can make sure you benefit the charities AND yourself to the maximum extent.

Individual Gifts. Individuals can give up to $14,000 to as many other people they want in a given year with no gift or estate tax consequences. If this is part of your planning, make sure you get these gifts completed well in advance of the clock striking midnight on New Year’s Eve.

Estate Plan. The end of the year is a good reminder to make sure your estate plan is up to date. Schedule a time with your attorney if your will needs updating.

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Craig Wisnom, Esq., Chair, CFSA Professional Advisory Committee

All of these things are critical to avoid the unfortunate results that occur when someone dies without a plan or with an outdated plan. Make changes before it’s too late.

cfsaz.org (520) 770-0800

√ Checklist:

As we approach the holiday season we would like to say Thank You for your continuing generosity.

Last fiscal year, in partnership with our donors, we: Established a record 40 new funds Received a record $5.9M donations to

existing funds Gave over $7 Million to the community Supported the ongoing development of

the MAP Dashboard project. (Please visit mapazdashboard.arizona.edu to get the latest data on our community.)

Supported the Adopt Love Adopt Local event which resulted in 136 animals being adopted by our community in one day.

Our Board of Trustees approved a 2020 strategic plan for CFSA, with an emphasis on better serving our donors and community through greater investment, inclusion, impact and infrastructure. The infographic on the right illustrates our key focus areas and goals.

We look forward to collaborating with all of our donors, affiliates, and programs and initiatives to achieve our vision. If you have any questions please give me a call.

On behalf of our Board of Trustees and staff, we wish you a peaceful Thanksgiving and Happy Holiday season.

J. Clinton Mabie President and CEO Community Foundation for Southern Arizona

Sincerely,

Clint’s Corner

2 Inspiring Donors NOW & FOREVER

Grants: $7.5M

Gifts: $18.8M

Assets: $125M

By the Numbers

Fall 2015 3

Mary Louise Luna has joined CFSA as Director of Gift Planning. She will be working with professional advisors in the community, assisting with the philanthropic portions of their clients’ estates, and helping nonprofit organizations with prospective planned gift donors. Mary Louise will build and manage the Professional Advisory Committee to collaborate and broaden the scope for the Community Foundation.

“Mary Louise brings to CFSA an intricate knowledge of gift planning and stewardship of donors” said Clyde Kunz, VP Development and Donor Services. “Mary Louise’s knowledge of the community and passion for senior care and well-being will enable us to grow and better serve donors, professional advisors and our community.

To learn more about the LGBT&S Alliance Fund, please visit alliancefund.org

Jennie BennettCommunity Volunteer

Cynthia GarciaDirector, Tucson Electric Power

Kevin McCoyEngineer, Raytheon Company

Timothy OlcottAttorney, Olcott Law

Mary Louise Luna

The Lesbian, Gay, Bisexual, Transgender & Straight (LGBT&S) Alliance Fund is pleased to announce the appointment of four new members to their Board.

An experienced and engaged Board gives the LGBT&S Alliance Fund the necessary strength, resources and support to embark on their strategic plan in the coming months. These new board members were recruited thoughtfully and carefully in order to design and bring a strategic plan to fruition. Each one brings new talents and experience that complement and support the existing Board.

New Alliance Board Members

2250 E. Broadway Blvd. • Tucson, AZ 85719Ph: (520) 770-0800 | Fax: (520) 770-1500 | cfsaz.org

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@SoAZCommunityFd

facebook.com/CFSAZ

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PERMIT NO. 1776

Save the dates

Q2 Newsletter Version 3

Testimonial note: if this does not fit comfortably in page 3 we can move ot to the back page

3 CFSA has always been on my “short list” whenever a client has a charitable goal, but especially when the client is looking for a dynamic, collaborative effort with and from an entity that will shepherd the client’s charitable goals long after the client passes. I’ve seen CFSA make great strides, especially since Clint’s tenure, to become a proactive partner with its donors and it’s always great when I see a client, get excited and engaged in the community. John D. Kendall

WATERFALL, ECONOMIDIS, CALDWELL,

HANSHAW & VILLAMANA, P.C.

Back page:

Save the date (s): Note: if possible can we use the holly that was on the Donor Holiday Gathering

John C Scott Live Radio Interview 1210 AM:

12/9/2015, 3:20 PM – Clint Mabie and Clyde Kunz

12/23/2015, 3:20 PM Year-end wrap up and look forward – Clint Mabie and Barbara Brown

Happy New Year 2016

1/20/2016, 5:30 Buffalo Exchange Arts Award Reception at UA Poetry Center

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12/9/15, 3:20 PM – Clint Mabie and Clyde Kunz12/23/15, 3:20 PM – Year-end wrap up and look

forward – Clint Mabie and Barbara Brown

1/20/2016, 5:30 PM – Buffalo Exchange Arts Award Reception at UA Poetry Center

CFSA has always been on my “short list” whenever a client has a charitable goal, but especially when the client is looking for a dynamic, collaborative effort with and from an entity that will shepherd the client’s charitable goals long after the client passes. I’ve seen CFSA make great strides, especially since Clint’s tenure, to become a proactive partner with its donors and it’s always great when I see a client get excited and engaged in the community.

– John D. Kendall, Waterfall, Economidis, Caldwell,

Hanshaw & Villamana, P.C.

John C Scott AM Radio Interview

Happy New Year 2016