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Using Donor Advised Funds to Promote Planned Giving
Wednesday, February 17, 2021, 11:30 AM - 1:00 PM EDT
Category: Events

Using Donor Advised Funds to Promote Planned Giving

This is a joint annual program with the National Capital Gift Planning Council (NCGPC).   

Donor Advised Funds (DAFs) have been growing in popularity, particularly over the last two decades. There has been a rise of commercially managed Donor Advised Funds— Fidelity Charitable, Schwab Charitable, and Vanguard Charitable, to name a few. These funds have become such strong players in the philanthropic market that gift officers must be prepared to talk about them with donors. This presentation will equip major gift officers, planned gifts officers, and other development professionals with knowledge about DAFs so that they can speak intelligently about this gift vehicle. Specifically, attendees will learn: the benefits of working with DAFs to increase philanthropic commitments to their charities; about Designated Funds; how a DAF can accept complex assets; how to use DAFs to bring multiple generations into the philanthropic conversation; and how DAFs can be used for estate planning purposes.

Speakers
Courtney L. Tsai, J.D., Assistant Vice President, Planned Giving, George Washington University and 
Fernando Gonzalez, Regional Director, Mid-Atlantic, National Philanthropic Trust

Registration Fees
Members $0 (AFP DC Chapter Members and NCGPC Members)
Nonmembers $20

Please contact [email protected] for questions regarding this event.