Professional Advisory Council

Leave a Legacy by Joining the
YWCA Professional Advisory Council

Please remember Arizona YWCA Metropolitan Phoenix in your will or estate plans. We offer a broad range of planned giving options. We will work with you and your advisor to create a charitable gift plan to further your personal and charitable goals and to create a lasting legacy.

The YWCA Metropolitan Leadership Giving Circle was established with the goal of providing for the continuing needs of the YWCA by ensuring our financial health and stability.

How does it help?

Your gift strengthens our future by:
  • Ensuring that the YWCA will continue providing essential services to the women and families of the Metropolitan Phoenix area for many years to come
  • Contributing to the long-term financial health of the YWCA
  • Providing security in times of uncertain funding

When you name the YWCA in your estate plans or make a gift to the YWCA Leadership Giving Circle you make an incredible expression of your belief in our mission: to Eliminate Racism and Empower Women.

CHARITABLE TRUST – Do Well By Doing Good

Charitable Trust. You can sell an appreciated asset in a Charitable Trust and you can keep the money that would have gone for taxes growing, tax free, in the Trust with the goal of having more lifetime income, tax free compounding, and a meaningful charitable legacy! On top of that, you get an Income tax deduction now for your future gift, reduce potential estate taxes, and accomplish asset protection! Win – Win – Win.

DONATE TODAY!

Ways to Give, gifts for the present & gifts for the future.

Donate an outright transfer of property or cash to the YWCA. When designated to the YWCA, your gifts of cash, securities, or real estate ensure vital services are available to women and their families.

Will or Trust. When designated through a will or trust to the YWCA Leadership Giving Circle your gifts of cash, securities, real estate or property, ensure vital services remain available to women and families.

Life Insurance. Make a meaningful gift through a life insurance policy by designating the YWCA as the recipient of the death benefit or transferring ownership of an existing policy to the YWCA.

IRA or Other Retirement Plan. Include the YWCA in your estate plans by naming the YWCA as the beneficiary of your IRA or other type of retirement plan.

For more information on becoming a member of the Leadership Giving Circle and creating a legacy gift for the YWCA,
email bridget.costello @ywcaAZ.org or call 602-258-0990 x 25

YWCA Legacy Giving Donor Spotlight

I give to the YWCA of Metro Phoenix because it has given to women like me – and thousands of others – for over 100 years.  I may be a senior recipient of a Meals on Wheels, I may be a young professional in the Own It program, I may be a homeless woman seeking shelter.  Whoever I am or wherever I may be, I’ve been blessed by the YWCA, its staff and volunteers in the efforts to carry out the mission to: Eliminate Racism and Empower Women.

Janet Elsea,  Ph.D.

JOIN OUR MISSION…
Donate today and become part of the movement.

Meet the YWCA Professional Advisory Council:

Listed below are the names of the financial professional advisors who serve on the YWCA Professional Advisory Council.

Need advice on how to begin your will, make a legacy or planned gift? Our Professional advisors are available to answer questions and assist in your gift planning needs.

Virginia Asher
Senior Financial Planner,
Trust Bank

2375 E Camelback Rd Ste 155
Phoenix, AZ 85016

602-283-2793
email
website

Kathie Barnes, CFP, MC
Certified Financial Planner,
Versant Capital Management, Inc

2394 E Camelback, Ste 100
Phoenix, AZ 85016

602-635-3760
email
website

Hannah Brown, CMFC
Financial Advisor,
Waddell & Reed

7001 N. Scottsdale Road
Suite 2035
Phoenix, AZ 85253

480-874-7460
email
website

Christine J. Ferrell
Private Banking Specialist,
Enterprise Bank & Trust

3900 E Camelback Rd, Ste 180
Phoenix, AZ 85018

602-824-5740
email
website

Tiffany House, CAP
VP Financial Planner,
BBVA Compass Investment Solutions

7002 E Cortez Dr
Scottsdale, AZ 85254

480-364-0772
email
Website

Kimberly C. Kur, J.D., CAP
Senior Vice-President, Planned Giving & Advancement,
Arizona Community Foundation

2201 E Camelback Rd,
Ste 405B
Phoenix, AZ 85016

602-682-2030
email
website

Catherine Scrivano
Financial Planner,
Casco Financial Group

2525 W Carefree Hwy
Bldg 2 Ste 112
Phoenix, AZ 85085

602-995-1484
email
website

Joanna Walker
Financial Professional,
WealthWave

602-430-5468
email
website

Pamela Wheeler, EA, MST, CSEP
Principal,
Henry + Horne

7098 E Cochise Rd, Ste 100
Scottsdale, AZ 85253

480-483-1170 X 123
email
website

Join the Professional Advisory Council:

Are you a professional advisor interested in joining YWCA’s Professional Advisory Council?
Contact Bridget Costello, Director of Development 602-258-0990 x 25 or bridget.costello@ywcaaz.org.

YWCA Legacy Giving Donor Spotlights

Leaving a Legacy to Sustain the Mission of the YWCA

I was privileged to serve on the Board of Directors of the YWCA for many years. In that role, I was able to see firsthand the important services provided at the West Valley Senior Center, through the “Own It” financial training program, and in the advocacy for women and families of the Valley. I am proud of the work we did and want to help ensure that this support of the YWCA’s mission to “Eliminate Racism and Empower Women” well into the future. I hope my gift helps to inspire future generations of women and men about the value of community service and to continue the strong legacy of the YWCA.

Karen D. Johnson, Ph.D.

We are delighted to feature Legacy Circle’s Donor Tiffany House who made a legacy gift designation to the YWCA Metropolitan Phoenix. She has provided a Legacy gift to the YWCA Metropolitan Phoenix that will support…

Tiffany House is a financial advisor dedicated to Charitable Planning and helping her clients create a MasterGame Plan™ that incorporates their intellectual, ethical and financial legacy.  She is passionate about educating women regarding financial matters to help them create a legacy of their own design and steward wealth to future generations while considering civic responsibility. Tiffany has worked in the financial services industry for over fifteen years.

She is Chartered Advisor in Philanthropy, CAP, and President of the Planned Giving Round Table of Arizona, PGRT.  She participates in multiple professional organizations, enjoys speaking engagements and assisting charitable organizations.

Tiffany House

Join the Professional Advisory Group

Are you a professional advisor interested in joining YWCA’s Professional Advisory Council? Contact Bridget Costello, Director of Development 602-258-0990 x 25 or bridget.costello@ywcaaz.org