Diving Deeper into Donor Advised Funds
Nov 30, 2022 11:00 AM
With the holidays in swing and year-end planning in full force, your clients may be interested in giving back to the community in some way, while coming to you to figure out the best way to accomplish this. Especially toward year-end, charitable bunching through a donor advised fund may be an optimal way to help your clients from a tax planning and charitable perspective.
This webinar will cover the specific tax advantages of establishing a donor advised fund, what that looks like in partnership with your local community foundation, and other end-of-year charitable planning options.
Zoom link sent upon registration.
Presented By:
Jennifer Sarajian Stone
Managing Director, Andersen
Jennifer Stone contributes over two decades of experience in comprehensive tax preparation and consulting services to individuals and family groups. She serves clients seeking both a tax professional and a trusted advisor, and provides tax planning to individuals and their privately-held businesses, trusts, and private foundations to help with charitable planning, cash flow planning, and transaction structuring. She aligns the solutions for both the individual and related entities for mutual benefit.
Josiah Day
Director of Development, Community Foundation for Northern Virginia
Josiah Day has been with the Community Foundation for Northern Virginia for over three years, with a background in fundraising and asset development for nonprofit organizations. Josiah helps to engage clients with meaningful community impact and tax-beneficial giving, acting as a resource for professional advisors across the region when philanthropy is opportune for their clients.
Questions?
