Planning with Purpose: End of Year Giving Strategies
You’re Invited: Planning with Purpose
Want to make your charitable giving go further—for both your tax bill and the youth in our community? Join us for a practical, engaging workshop on smart, tax-efficient ways to maximize your impact.
Whether you are planning a year-end gift or thinking about long-term strategy, this session will give you the confidence and tools to give with purpose.
What We’ll Cover
- Reduce Your Tax Burden: Discover strategies to maximize deductions so more of your money goes directly to the causes you care about.
- Smart Giving Vehicles: Learn how to leverage non-cash options like Donor-Advised Funds (DAFs), Qualified Charitable Distributions (QCDs) from IRAs, stocks, and securities.
- Timing & Strategy: Understand why when you give matters just as much as what you give.
Why Attend?
- Clear Guidance: Get practical, actionable advice with plenty of time for Q&A before making your year-end decisions.
- Real Impact: See directly how tax-smart generosity helps local youth overcome adversity and build bright futures filled with joy and purpose.
Who Should Join?
Longtime supporters, those who recently moved to Arizona, and anyone curious about making their financial planning work harder for the community.
Meet Your Presenter: CJ Miller
CJ joined Sensible Money in 2016 as the firm’s first intern after being inspired by founder Dana Anspach’s approach to financial planning. Since then, he has advanced through multiple roles to become a Partner and Executive Financial Planner, managing client relationships and helping individuals and families navigate complex financial decisions. CJ holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Management Advisor® (RMA®), and Certified Private Wealth Advisor® (CPWA®) designations.
A graduate of the University of Arizona, CJ lives in Phoenix with his wife, daughter, and Labrador Retriever, Teddy. He is actively involved in the community, serving on the board of New Pathways for Youth and previously serving in leadership roles with the Financial Planning Association of Greater Phoenix and the Active 20-30 Club of Phoenix. Outside of work, CJ enjoys boxing, hiking Arizona’s trails, and spending time with his family.
RSVP Today!
When: Tuesday, November 17th from 8:30 to 10:00 a.m.
Small breakfast items and coffee will be available
Where: NPFY Homebase
901 East Jefferson Street, Phoenix, AZ. 85034
Can’t Make It?
Our last Planning with Purpose session is coming up in January! Click below to RSVP:
January: Navigating Tax Credits | Thursday, January 21, 2027 | 8:30 to 10:00 a.m.