Wednesday, February 17
Courtney L. Tsai, J.D.
Fernando Gonzalez
Using Donor Advised Funds to Promote Planned Giving
Speakers: Courtney L. Tsai, J.D., Assistant Vice President, Planned Giving, George Washington University & Fernando Gonzalez, Regional Director, Mid-Atlantic, National Philanthropic Trust
11:30 AM - 1:00 PM
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. 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.
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