DAFs vs. Private Foundations: a simple estate planning tool to easily manage your client’s charitable legacy

DAFs vs. Private Foundations: a simple estate planning tool to easily manage your client’s charitable legacy

DAFs vs. Private Foundations: a simple estate planning tool to easily manage your client’s charitable legacy
Many charitably minded individuals are turning to donor-advised funds (DAFs) to manage their charitable giving instead of establishing private foundations. While there are situations where a private foundation is the right vehicle for a family or individual, DAFs have become increasingly popular because they are accessible and easy to administer. Learn why more estate planners and other advisors are recommending DAFs to easily manage their client’s philanthropy and charitable legacy and how they compare to private foundations. Presenters will also provide an overview of charitable gift planning, discuss the impact of wealth transfer on family foundations, and how a community foundation can be a trusted partner.

Presented by Ashley Mancinelli, Esq., VP of Philanthropy at the Baltimore Community Foundation and Allison R. Clapp Esq., Stewart Plant & Blumenthal, LLC

Content for this webinar is sponsored by the Baltimore Community Foundation.

One hour credit will be offered for the surrounding MCLE states.

The Maryland State Bar Association (MSBA) is committed to making its online and in-person services, products, and events accessible to everyone, including people with disabilities. To request an accommodation, please complete this

Form.
Discounted member price: 0.00
79.00
You could save: 100%