July 18, 2012 Meeting

Donor Advised Funds (Q & A Forum)

Presented by James D. Howard, PhD, CFP®, AEP®
Abridge Partners

There are many different conduits for giving, and Donors wishing to support their favorite charities often ask, “What is the best way to give?”

Donors are far better served with a charity that recognizes that a donor may have diverse planned giving goals with multiple organizations.  This open forum will help charitable organizations understand the benefits of Donor Advised Funds as well as the role these tools can play in their potential or previous donors planned giving.  We will go over the different conduits for planned giving and discuss in more depth the options donors have with donor advised funds.

Please join us for a most informative and always educational session with Jim.  Bring your questions and conundrums (if you have any J) for sharing and discussing.  Any stories (horror or miraculous) are welcome.