Calendar

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May
4
Tue
Virtual Panel: Understanding Donor Advised Funds as a Charitable Tool @ Virtual (Zoom)
May 4 @ 8:30 am – 9:30 am

Virtual Panel: Understanding Donor Advised Funds as a Charitable Tool

Panel Members:

Brian Balke 
Legacy Trust

Shaun Shira
GR Community Foundation

Steve Baker
Barnabas Foundation

Jim Carpenter
Fidelity Charity

Members: $25 | Guests: $35

Join us for an informational session on donor advised funds. Donor advised fund sponsor organizations will describe how and when DAF’s are established, successor advisor involvement, and how DAF sponsor organizations assist clients/donors in achieving their philanthropic goals. Attendees will also learn how to increase their exposure to DAF sponsor organizations and how DAF assets can be a planned gift vehicle.

Please RSVP by clicking on green “Tickets” button above.