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Topic: Charitable Giving: Private Foundations versus Donor Advised Funds
March 21, 2023 @ 8:00 am - 9:30 am
Does your client want a charitable giving campaign?
Does a private foundation or donor advised fund better accomplish their goals?
How do they comply with the requirements for these?
What is new in the charitable giving world?
Presented by Jeffrey Haskell and Justin Murphy, Foundation Source
Qualifies for CFP Ethics Continuing Education Credits
In person at Affinity Wealth Management, LLC, 2961 Centerville Road, Wilmington, DE 19807
Click Here to join the WebEx meeting
Join by meeting number
Meeting number (access code): 2635 384 0516
Meeting password: npDJA3Q2es4 (67352372 from phones and video systems)
Tap to join from a mobile device (attendees only)
(650) 479-3208, 26353840516# 67352372#
Some mobile devices may ask attendees to enter a numeric password.
CONTACT ELLE VAN DAHLGREN AT ELLE@VANDAHLGRENLAW.COM OR ADAM NECELIS AT ADAM@NECELISCPA.COM WITH QUESTIONS.
