Professional Advisor Seminar
Demystifying Donor Advised Funds: The Benefits and Drawbacks
The Community Foundation is pleased to offer this seminar at no cost to local professional advisors.
Details
Title: Demystifying Donor Advised Funds
Date: Wednesday, October 23, 2024
Time: 8:00 AM - 12:00 PM
Registration at 8:00; Presentation begins at 8:30 a.m.
Location: Courtyard by Marriott Muncie, 601 S High St. Muncie, IN 47305
RSVP: Use the button below or contact Carol Kosisko at ckosisko@cfmdin.org or 765.747.7181.
About the Presentation
At a time when Donor Advised Funds (DAF) are being vilified on the national stage, it is critical that philanthropy professionals band together to correct the narrative and protect this impactful tool from current attempts from both the IRS and members of Congress to dismantle them. The DAF Research Collaborative (DAFRC) conducts empirical research that enhances the public understanding of donor-advised funds. Jeff Williams, Johnson Center for Philanthropy, presents on the research and findings. Then hear from a panel on the use of donor advised funds as a tool for charitable clients.
Featured Presenter: Jeff Williams, Johnson Center for Philanthropy at Grand Valley State University
Continuing Education
Three hours of Continuing Education Credit have been requested for attorneys. Certificates will be available for all other professional advisors.
