Lunch and Presentation
Networking from 11:15-11:45 am, Lunch from 11:45 am -12:15 pm, Opening Remarks and Speaker 12:15-1:15 pm
Title: To DAF or Not to DAF--Let’s Answer that Question
Speaker: Donna Frederick, Vice President of Donor-Advised Funds – Stifel Trust Company
About the presentation: To DAF or Not to DAF--Let’s Answer that Question will explore the benefits and restrictions of establishing a donor-advised fund. The program will compare and contrast the various tax benefits of the donor-advised fund, private foundations, and charitable trusts. The program will provide insights into the growing popularity of the donor-advised fund as an efficient tool for thoughtful donors. Finally, the program will offer some insider tips for nonprofits to encourage gifts from donors with donor-advised funds.