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Exploring DAFs as a Charitable Giving Vehicle

Join experts as they examine donor-advised funds and explore their potential as a philanthropic planning strategy.

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Philanthropic Planning Upcoming Events

Join this exclusive Knowledge Hub+ webcast with expert presenters as they discuss donor-advised funds and how advisors can use them as a strategy for philanthropic planning.

Tuesday, February 25, 2025, 2 - 3 PM EST
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With the increasing popularity of DAFs, it is important that advisors are informed about their history, functionality, and future so they can expertly integrate them into their clients’ financial plans. During this insightful discussion, thought leaders from Holland & Knight LLP and Greater Horizons will examine donor-advised funds (DAFs) as a charitable giving strategy.

The webcast will provide a comprehensive overview of DAFs to educate attendees on what they are, how they work, and why they should be part of every philanthropic professional’s toolkit. It will also detail the situations in which DAFs are most useful, taking into account their appeal to donors as well as the possible impacts of potential legislative proposals.

Attendees will come away from this exclusive Knowledge Hub+ webcast with the specialized knowledge to better serve their clients and more effectively meet philanthropic planning goals.

This webcast is approved for The American College and CFP Board CE credit. Log into Knowledge Hub+ via your Learning Hub to access this exclusive webcast. 

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Presenters

Andrew Grumet headshot

Andrew Grumet

Partner, Holland & Knight LLP

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Corey Ziegler headshot

Corey Ziegler

Chief Legal Officer, Greater Horizons

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Andrew Grumet headshot

Andrew Grumet

Partner, Holland & Knight LLP

Connect on LinkedIn
Corey Ziegler headshot

Corey Ziegler

Chief Legal Officer, Greater Horizons

Connect on LinkedIn