11:30 AM - 1:00 PM
Using Donor Advised Funds to Promote Planned Giving
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.
Speaker: Courtney L. Tsai, J.D., Assistant Vice President, Planned Giving, George Washington University
Speaker Bio: Courtney L. Tsai, J.D., CAP ® Assistant Vice President of Planned Giving at the George Washington University (GW), where she has worked since 2015. Her responsibilities include management of the planned giving team, maintaining a portfolio of generous GW alumni and friends, and serving as the planned giving liaison for several GW schools.
Courtney came to GW after working in planned giving for the University of Chicago, Easter Seals Headquarters, and Pepperdine University. She is a magna cum laude graduate of the University of Notre Dame and received her J.D. from Pepperdine University School of Law. She is a Chartered Advisor in Philanthropy®, as well as a member of the National Capital Gift Planning Council and the National Association of Charitable Gift Planners. Courtney is also licensed to practice law in the District of Columbia.
Speaker: Fernando Gonzalez, Regional Director, Mid-Atlantic, National Philanthropic Trust
Speaker Bio: Fernando Gonzalez has 11 years of wealth management experience, as well as five years’ experience in real estate and mortgage consultancy, and a rich history of finance, governance and community engagement. Prior to joining NPT, he was Vice President and Relationship Strategist for PNC Wealth Management in the Philadelphia region.
Earlier in his career, he served as a Financial Advisor for Merrill Lynch, and as a Senior Mortgage Consultant with Prudential Fox & Roach Relators.
Currently, he is President of the Board for the Delaware Valley Legacy Fund, among other volunteer leadership positions. Fernando holds a Master of Business Administration from the University of Maryland, focusing on Finance and Global Business, and a Bachelor of Music from Colorado State University.