Luncheon — Thursday, March 14, 2019

Donor Advised Funds – Tax Reform

Thursday, March 14, 2019 Luncheon Program

Networking, Introductions & Lunch: 11:30 am – 1:00 pm
Educational Program and Q&A: 1:00 pm – 2:00 pm

Pines Manor  |  Edison, New Jersey  |  Directions are available at www.afp-nj.org

Advance Registration Rates:   AFP Members | $40     Non-Members | $60
Final Registration Rates:          AFP Members | $50     Non-Members | $70

REGISTRATION LINK

Advance registration is recommended so you pay the lowest rate and are guaranteed a seat. 
We cannot guarantee seats for walk-ins. 
Advance registration rates end at 5 pm on Monday, March 11th. 
We must pay for No Shows, so you will be charged if you cancel after Monday, March 11th. 
Cancellations must be via email.


Donor Advised Funds: Friend or Foe – Understanding the Role of DAFs in Philanthropic Giving

Lesley A. Draper, CFP®, CTFA
Wealth Advisor
RegentAtlantic
[ BIO ]

Target Audience

New to the profession; Mid-Level; Senior/Advanced and General Interest

Description

Donor Advised Funds (DAFs) are playing a more popular role in a donor’s charitable giving plans. Understanding how a donor can maximize their annual gifting using a DAF, and how that can benefit a non-profit, is an important part of the donor development and cultivation process.  

By attending this program, you’ll learn . .

  • The pros and cons of using a DAF
  • How your donors can use them to benefit your organization
  • How your donors can use DAFs to take better advantage of the current tax law