How to Use a Donor-Advised Fund Right Now Webinar
to
Hospice of the Chesapeake 90 Ritchie Highway, Pasadena, Maryland 21122
Evan Gilligan
DAF Webinar cover art
Learn strategies to maximize benefits of a donor-advised fund during this interactive session ideal for new and long-time DAF holders.
Lower your tax burden in a high-income year
Compare funding a DAF with appreciated securities vs. gifting from IRA accounts with a QCD
Plan your legacy with a testamentary DAF
Presented by our Planned Giving Advisory Council
Your presenters for the webinar:
Margo Cook, CFPO, CAP, CFRE | Director of Financial Planning | One North Wealth Services
Brad Long, CFPO, MBA | Financial Advisor | Long Financial Services, Inc.
Click https://bit.ly/DAF_Webinar to register.
A Zoom link will be sent after registration.
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