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ENGAGE 2020


Donor Advised Funds vs. Private Foundations: How to Choose?


Jun 8, 2020 12:25pm ‐ Jun 8, 2020 1:15pm

Description

With the increasing popularity of donor advised funds, donors and their advisers must understand how the two giving tools are similar and how they differ.  This session will examine the similarities and differences with the goal of equipping advisers to advise their clients. The historic wealth transfer currently in process means that both of these tools will see significant use for decades yet to come.

Learning Objectives:
  • Increase technical understanding of two powerful charitable giving tools
  • Gain confidence in aligning each tool with suitable donors

Speaker(s):

  • Ted Batson, J.D., M.B.A, CPA, Partner/Tax Counsel, CapinCrouse LLP
Tags: EST
Category: Bonus Lunch Session (Onsite Only)

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