PRESS RELEASE
4 October 2021

You're Invited: What's Trending With Donor Advised Funds

HK
Holland & Knight

Contributor

Holland & Knight is a global law firm with nearly 2,000 lawyers in offices throughout the world. Our attorneys provide representation in litigation, business, real estate, healthcare and governmental law. Interdisciplinary practice groups and industry-based teams provide clients with access to attorneys throughout the firm, regardless of location.
BNY Mellon Wealth Management invites you to our "What's Trending with Donor Advised Funds – Popularity and Pitfalls" Webcast.
United States

78016a.jpg

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.

Contributor

Holland & Knight is a global law firm with nearly 2,000 lawyers in offices throughout the world. Our attorneys provide representation in litigation, business, real estate, healthcare and governmental law. Interdisciplinary practice groups and industry-based teams provide clients with access to attorneys throughout the firm, regardless of location.

Mondaq uses cookies on this website. By using our website you agree to our use of cookies as set out in our Privacy Policy.

Learn More