Brush up on the ins and outs of donor-advised funds. How are they alike? Where do they differ? What questions might a donor ask when evaluating fund options? What can and can't they be used for? This 'nuts and bolts' overview will be provided by Molly Bittner of the Richmond Community Foundation and will be followed by a panel of donors who will share their perspectives on why they chose to use a donor-advised fund and how it fits into their philanthropic plan.
higher inflation rates will impact both their organizations/practices and their donors/clients.
This session will cover a basic economics lesson on how inflation works, how inflation affects philanthropy in general, and how gift planners and advisors can leverage higher inflation rates for the benefit of their donors/clients.
Joe Bull currently serves as Vice President and Chief of Advancement at Wilmington College and is the founder and principal of Philanthropy Advisory Council, LLC. With 37 years of experience in the philanthropic arena, he has held senior advancement leadership positions at Carnegie Mellon University, The Nature Conservancy, and the Columbus Zoo and Aquarium. Joe provided 16 years of service to his alma mater, The Ohio State University, primarily as Director of Planned Giving and has held gift planning positions at Duke and North Carolina State Universities. He is the President of the American Council on Gift Annuities and was the 2005 Board Chair of the National Association of Charitable Gift Planners. As such, he is only the second person ever to have held the top leadership position at both of charitable gift planning’s professional organizations. Joe was a member of the Planned Giving Today Editorial Advisory Board for 15 years. He is admitted to the Ohio and North Carolina bars.
Details coming soon.
This event is free for members and their guests, but advance registration is required.
VGPC, PO Box 6605, Richmond, VA 23230(804) 368-3397 x email@example.com