Charitable Giving through Donor Advised Funds

November 18

Charitable Giving on the Rise: Understanding Donor-Advised Funds—Who Uses Them, Who Sponsors Them

Hear from William Hewitt, Executive Vice President for Crown Philanthropic Solutions, as he provides an overview on how you can help your clients achieve their charitable giving goals through donor-advised funds (DAFs). You will learn about DAF structures and features, as well as the benefits of incorporating charitable giving into the solutions you offer. There has been significant growth in this area over the last decade, and it also represents an opportunity to deepen multi-generational relationships with your clients and their families that should not be overlooked. This webcast has been accepted for one Certified Financial Planner (CFP) Board continuing education credit.

Tuesdays at 4:15 p.m. (ET)

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