Donor-Advised Funds and Planned Giving – via Zoom

What is a donor-advised fund? What does planned giving mean? In this session, we’ll explore the elements of a donor-advised fund and provide a basic overview of planned giving vehicles. We’ll also discuss ways for nonprofits to assist donors with these forms of giving and the professionals with the appropriate expertise to help nonprofits receive a gift from a donor-advised fund or a planned gift.