Legacy Giving
Through a planned gift to Grand Canyon Conservancy (GCC), you qualify for lifetime membership in our most esteemed giving club – the Bright Angel Circle! By making a planned gift, you leave a lasting legacy to your loved ones, as well as the causes you hold dear, directing the impact of your life's work to the things you care most about. And you may very well be able to do so while conserving your financial security and achieving other important goals concerning your taxes and your estate.
By far, the most common way people make planned gifts is by remembering Grand Canyon Conservancy in their wills or living trusts. But there are lots of other ways to make planned gifts that may offer significant advantages to you and your family, including ways to make gifts of property other than money. There are ways to protect your hard-earned assets while also building a legacy of conservation that will stretch far into the future.
While many goals can be achieved with planned giving, the greatest satisfaction, in the end, is knowing that your gift will make a lasting impact on the park you love.
There’s no better time than now to consider a planned gift. Through a bequest or other gift-planning vehicle, you help support GCC’s mission to inspire generations of park champions to cherish and support the natural and cultural wonder of Grand Canyon.
Regardless of the size of your estate, you can make a significant impact through a planned gift. With so many ways to give, it all depends on choosing the giving vehicle that will accomplish your financial and philanthropic goals.
To help you get started on your plans and legacy, we have partnered with FreeWill, an online tool that guides you through the process of creating a legally valid will or trust. It’s easy to use, accessible online, and can be completed in 20 minutes. You can use this resource on its own or use it to document your wishes before finalizing your plans with an attorney.
If you have already included Grand Canyon Conservancy in your legacy plans, please take a moment to let us know by completing our intention form here.
Please contact us if you have any questions about how to make a bequest to Grand Canyon Conservancy or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us.
Lynn Donahue
Philanthropy Officer
Office: 928-556-5298
Cell: 602-697-8147
Ldonahue@grandcanyon.org
The GCC Planned Giving Advisory Council comprises a group of talented and influential professional advisors dedicated to the mission and vision of Grand Canyon Conservancy. Their goal is to serve as ambassadors of this mission, educating clients, communities, and colleagues about the funding opportunities at Grand Canyon National Park. To join our council, please reach out to Lynn Donahue.
David Westra
Institutional Wealth Manager
CAPTRUST
David joined CAPTRUST in 2020. He is a principal, financial advisor, working in the Phoenix, Arizona, CAPTRUST office. His primary focus is providing investment advisory and consulting services to corporations, nonprofits, foundations, and individuals.
Before joining CAPTRUST, David was a partner at MRA Associates, serving on the firm’s Investment Policy, Compliance, and Management Committees.
David resides in Phoenix with his wife and has three adult children.
Will Froelich
Private Wealth Manager
CAPTRUST
Will joined CAPTRUST in 2020. He works with client families on a variety of wealth management issues, including investment advising, financial planning, tax planning, and estate planning. His professional focus is on investments and portfolio management.
Before joining the firm, Will was a partner at MRA Associates.
In addition to his council duties with GCC, Will serves on both the Finance Council and Investment Council for the Roman Catholic Diocese of Phoenix. He also serves on the Finance Council of his local parish, St. Thomas the Apostle in Phoenix, where his children attend school.
Will resides in Phoenix with his wife and their five children. He’s an avid golfer, hiker, and loves everything outdoors.
Tim Dodt
Senior Director, Commercial Banking
Alliance Bank of Arizona
Tim Dodt is senior director, commercial banking, for Alliance Bank of Arizona, where he finances commercial real estate and working capital lines of credit and equipment for growing businesses. Based in Flagstaff, he works with clients throughout Northern and Central Arizona.
Connor Humphrey
Family Wealth Strategist
TFO Phoenix
Connor Humphrey works with wealthy families across the country, helping them find the best way to align their wealth and purpose. He is grateful to be a small part of their journey through life. Outside of work, you can find him hiking Camelback or cheering on his favorite sports teams. He is lucky to have a wonderful wife and three energetic boys at home.
Ben Kelly
Estate Planning Lawyer
Husch Blackwell LLP
At the heart of his practice, Ben helps families navigate the complexities of their personal and financial worlds, building solutions around clients’ specific needs in estate planning.
Prescott Pohl
Estate Planning Lawyer
Snell & Wilmer
Prescott Pohl is the co-leader of our Private Client Services practice group. His practice is concentrated in estate planning and related controversies. Prescott's practice includes counsel regarding taxes, trusts and estates, philanthropy, charitable organizations, family offices, closely held businesses, dealings with the IRS, and a variety of related sensitive issues concerning wealth and families.
Dave Rahn
Retired First Foundation Bank President
Dave Rahn retired as First Foundation Bank President in 2014, where he was one of the principals in organizing it in 2007. His broadly diversified managerial experiences in trust organizations and in trust administration were instrumental in the creation of a fully integrated wealth management platform of services. Services that included a registered investment firm, banking, trust, insurance, and wealth planning services. Since retiring, Dave has assisted high-net-worth families in understanding and following through on the various activities they need to perform to achieve their estate planning goals.
Dave was an original contributor in creating the Crystal Cove Conservancy, the concessionaire and Cooperating Association for Crystal Cove State Park. The Conservancy has restored historic buildings for adaptive reuse and manages educational programs and accommodations. His other volunteer commitments have included being a co-founder of the Laguna Plein Air Painters Association's annual invitational and producing plein air art exhibitions that benefited the Capistrano Valley Conservancy, Laguna Art Museum, and Casa Romantica. He is a recipient of the Silver Beaver award, bestowed by the Boy Scouts of America for distinguished volunteer service, and has been recognized by the Business Committee of the Arts for his involvement in the arts.
Jack Fitzpatrick
Private Wealth Manager
J.M. Arbour Wealth Management
Jack B. Fitzpatrick is an Investment Adviser Representative at J.M. Arbour, servicing the Scottsdale, Arizona region.
Jack had a successful and rewarding career of twenty-three years with Morgan Stanley and was headquartered at the home office in New York City. After Morgan Stanley, Jack managed currency and fixed-income portfolios for Gelber Group and Fitzco.
Jack is a relationship-centric person, excelling in client communications and relationship management. His humble nature and ability to clearly communicate complex strategies to those he sits with is a skill set that serves his clients and the JMA team well.
Jack is a native New Yorker and attained both his BA degree and his MBA in Finance from Fordham University. He relocated to Arizona in 2014 with his family and almost considers himself a true Arizonian. Jack enjoys hiking, skiing, golfing (sometimes more than one of these in the same day), and spending time with his wife and four daughters.
Geoff Tran
CPA
Fortitude Family Office
Geoff Tran, CPA is with Fortitude Family Office, LLC in Scottsdale, AZ, where he advises ultra-high-net-worth individuals and families on complex business transactions, gift, estate, and tax matters.
Prior to returning to Arizona, he served as President and CEO of GTFO Group, LLC, providing advisory services for small business owners. Geoff was previously a Director at Tolleson Wealth Management in Dallas, TX.
Geoff Tran earned his Bachelor of Science in Accountancy and Master of Taxation from Arizona State University, Tempe. He is a Certified Public Accountant (CPA) and a member of the American Institute of Certified Public Accountants (AICPA).
Matt Miller
Financial Planner
Buckingham Strategic Partners
An Arizona native and Brophy College Prep alumnus, Matthew Miller began his financial services career in 2001 after graduating from Santa Clara University, where he was a four-year starter for the Broncos’ Division 1 baseball team.
Returning to Phoenix, Matthew joined Miller-Russell & Associates, a Phoenix-based investment firm founded in 1991 by his father, Dennis Miller. It was there that Matthew began to see the power of fee-only independent financial advice and the importance of developing authentic relationships.
A few years later, after attaining the Certificate of Financial Planning degree, Matthew left Miller-Russell to join the money management firm Dimensional Fund Advisors, well known for its industry-leading ties to academia. It was there he developed a deep knowledge of markets, security pricing models, expertise in regression analysis, and the importance of a financial advisor.
Matt left Dimensional in 2013 and currently works at Buckingham Strategic Partners, a $43 billion wealth management firm that specializes in making financial advisors better. Matt manages Buckingham's team of Regional Directors, a team of consultants responsible for the growth and management of the firm's advisor community.
Matt is also a well-traveled public speaker, sharing the trials and rewards that came from a life-changing mountain climbing event in 2002. Matthew is an avid outdoorsman who enjoys fly fishing, ultra-marathon running, spending time with family, and giving back to those in need.
Richard Onsager
Attorney
Onsager, Werner & Oberg, PLC
Richard Onsager is a partner in the Phoenix law firm of Onsager, Werner & Oberg, P.L.C. Prior to establishing his own firm, he was a partner in the firm of Jennings, Strouss & Salmon, P.L.C. Dick has also served as both a visiting professor and as an adjunct professor of law at Arizona State University College of Law. At the law school, he has taught courses in business organizations, federal income taxation, the taxation of corporations and shareholders, and the taxation of partnerships and Subchapter S corporations. He is included in the Best Lawyers in America, the Martindale-Hubble Bar Register of Preeminent Lawyers, Southwest Super Lawyers, and Arizona’s Finest Lawyers.
Megan Haeger
Fundraising Professional
Vivent Health
Proactive and detail-oriented Resource Development Professional with over 15 years of experience in public and private grant writing, relationship cultivation, legal affairs, and environmental law.