October Luncheon: DAFs, CRTs, and Private Foundations
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Luncheon: 11:30AM-1:00PM
Title: DAFs, CRTs, and Private Foundations…Oh My!
Speaker: Christian Kelso, Farrow-Gillespie Heath Wilmoth LLP
Christian Kelso will give an overview of planned giving and a discussion of the types of assets that maximize the benefits of charitable gifts. He will discuss some methods for making charitable gifts, focusing on donor advised funds, charitable trusts, and private foundations. He will share some tips for advisors to help their clients think about charitable gifting wholistically.
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Menu: Special food requests cannot be guaranteed onsite. Please note any special dietary requirements or food allergies on the registration page.
Deadline to register or cancel is Friday, October 24 at noon. Guarantees to the venue necessitate this policy.
New Guest Policy: Guests may attend our meetings for $75. Eligible guests who qualify for membership may attend once per program year before we ask them to join.
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