BNY Mellon Wealth Management invites you to our "What's Trending with Donor Advised Funds – Popularity and Pitfalls" Webcast.
Donor Advised Funds (DAFs) continue to increase in popularity as many individuals and families prioritize their giving. Understanding DAFs as a philanthropic tool, their attractiveness to donors and the challenges associated with sponsoring one's own DAF is important, and nonprofits who do can optimize their use and the positive impact to their organization's mission. Our panel of experts will share insights, best practices and considerations to help nonprofits benefit from the continued trend of DAFs as a key component in their philanthropic toolkit.
Agenda
10:00 a.m. PDT | Welcome and Philanthropic
Trends Discussion
10:15 a.m. PDT | Moderated Panel
Discussion
10:45 a.m. PDT | Q&A
11:00 a.m. PDT | Webcast Concludes
Carlos Byrne,
CAP | National Director, Donor Advised Fund
Services,
BNY Mellon Wealth Management
Heidi
Simpson-Sandoval | Senior
Institutional Client Strategist,
BNY Mellon Wealth Management
Crystal Thompkins | Head
of Philanthropic Solutions, BNY Mellon
Wealth Management
David Hohler | Director
of Investments, BNY Mellon Wealth Management
Katy Brown | Partner,
Nonprofit Tax, Armanino LLP
Jason Havens | Partner,
Holland & Knight
Thursday, October 7, 2021
1:00 p.m. – 2:00 p.m. EDT
12:00 p.m. – 1:00 p.m. CDT
11:00 a.m. – 12:00 p.m. MDT
10:00 a.m. – 11:00 a.m. PDT
Zoom Meeting
Zoom link to join will follow.
Please RSVP by Monday, October 4, to Austin Rhinehart.
