Wed, Sep 09
|MAC - Gilkey Room
Give Smarter at Year-End: DAF Bunching & Tax Strategies That Can Accelerate Charitable Giving
Year-end fundraising gets more powerful when you understand what is happening elsewhere on the donor’s financial balance sheet.
Time & Location
Sep 09, 2026, 11:30 AM – 1:00 PM
MAC - Gilkey Room, 2316 W 1st Ave, Spokane, WA 99201, USA
About the Event
Give Smarter at Year-End: DAF Bunching & Tax Strategies That Can Accelerate Charitable Giving
Please join us as we kick off the 2026–2027 Inland Northwest Planned Giving Council season with a focused look at planning year-end donor conversations.
Donor Advised Funds are a hot topic right now — and this meeting is not a refresher or 101 session. If you're involved in shaping a donor's giving decision, this one's for you.
Dave Gordon of Ten Capital will present on an area planned giving officers, development staff, estate planning attorneys, CPAs, and tax advisors rarely get to see up close: how a donor's balance sheet, tax strategy, and investment picture shape the decision to give directly or "bunch" contributions into a DAF.
Through real-world examples, practical tools, and insider insight, you'll learn how to:
Spot the moments that matter — recognize the income, investment, and liquidity events that can create an opportunity for a…
Schedule
20 minutesLunch & Networking
10 minutesIntroductions