Session Description: Why Donor Advised Funds and Supporting Organizations are a Gift Planner’s Friend – Wendy Chou and Brigit Kavanagh

Donor advised funds and supporting organizations are increasingly familiar features in philanthropic planning, presenting an opportunity for gift planners to think creatively about ways these vehicles can be mutually beneficial to donors and charities alike. Using a series of case studies, the presenters will demonstrate how donors are using donor advised funds and supporting organizations to achieve their philanthropic objectives, dispel some myths about these giving vehicles, and discuss ways that gift planners can work with donors to secure gifts from donor advised funds and supporting organizations.

CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
CFP: Approved for 1 hour