Insights for Advisors: Philanthropy, Policy, and the Future of Giving

Mar 24, 2026 11:30 AM

Exclusive luncheon for estate attorneys, wealth advisors, tax advisors, investment advisors, and others

Tuesday, March 24, 2026

Valo Park - co-working space Refraction (8th Floor North Tower)
7950 Jones Branch Drive, McLean, VA 22102

Agenda: Insights for Advisors: Philanthropy, Policy, and the Future of Giving
11:30 am - 12:00 pm: Lunch & Networking
12:00 pm - 1:30 pm: Insights for Advisors Panel Discussion

Join the Community Foundation for Northern Virginia for a timely and practical luncheon designed exclusively for wealth advisors, estate planners, attorneys, CPAs, and other professionals who guide clients in charitable giving. This session brings together two nationally respected experts at the intersection of philanthropy, federal tax policy, and the rapidly evolving landscape of charitable giving.

Attendees will gain an actionable understanding of the policy environment, long-term trends shaping generosity, and practical considerations for donor advised funds, charitable tax planning, and philanthropic strategy.

Shape your charitable planning conversations with data-driven insights

Advisors will leave better equipped to help clients navigate charitable planning in a shifting environment — and better informed on the policy developments most likely to shape their giving in 2026 and beyond.

Earn Continuing Education Credits

Full participation in 2026 Shape of the Region Conference - Insights for Advisors is eligible for 2 Continuing Education credit hours for Certified Financial Planner™ (CFP®) professionals, as approved by the CFP Board. The Community Foundation for Northern Virginia is an approved provider of CFP CE credits.

Attendees of the luncheon are invited to join us in the morning for the Shape of the Region Conference. Tickets for both events can be purchased here.

Program Overview

Policy, Philanthropy & the Future of Giving

The program will feature presentations from Sara Barba, Managing Partner at Integer, LLC, and Jeff Hamond, Vice President at Van Scoyoc Associates, followed by a moderated conversation and audience Q&A led by CFNOVA’s President and CEO, Renée Byng Yancey.

Sara Barba will discuss current national trends in charitable giving, the role of tax policy in shaping donor behavior, and the broader forces influencing philanthropy today.

Jeff Hamond will outline key federal proposals and policy developments affecting charitable giving, donor‑advised funds, and community foundations, and what these changes may mean for advisors and their clients.

Their joint discussion will help advisors understand what is changing, why it’s happening, and what it means for their clients.

Speakers

SPONSORSHIPS AVAILABLE

Sponsoring this Luncheon includes benefits that will provide additional exposure and brand awareness as a company committed to supporting your clients' philanthropic goals across this region.

$2,500 Engagement Sponsorships

Admission for four (4) guests
Logo shared and announced
Listing in all event emails to prospective and attending guests, with a target audience of over 15,000 community members
Opportunity to provide materials to the registered guests
Full-Screen Ad in Digital Program