Demystifying Donor-Advised Funds: How They Can Benefit Clients, Charities & Communities

  • Wednesday, October 17, 2018
  • 7:00 AM - 9:00 AM
  • Hilton Hotel, Lisle/Naperville

Registration

  • TWO VOUCHERS PER MEMBER PER YEAR. REGISTRATION CODE REQUIRED.
    Please note that guests may attend one meeting per lifetime with a voucher, after which they may attend at non-member rate or choose to join.

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Speakers: Cathleen Grady, CAP, David M. McGowan, CFRE, Jeffrey J. Hartman, and Nancy H. Brackmann, CFP® 

Topic: Demystifying Donor-Advised Funds: How They Can Benefit Clients, Charities & Communities

Program Description:

Donor-advised funds (DAFs) are the fastest growing charitable vehicles in the U.S. today with hundreds of thousands now in existence granting billions of dollars each year. Understanding the reasoning behind their explosion in popularity, the many benefits they offer to donors, and the mechanics of how they operate and are utilized is critical for professional advisors helping their clients accomplish their philanthropic goals and for charitable organizations seeking grant support.

Join us for a lively panel discussion with local experts as we delve into this topic and answer your questions in addition to sharing some key trends and best practices.

Specific Topics to Be Covered:

  • How DAFs Operate and their Different Types of Sponsoring Organizations
  • DAF Advantages and Strategies Under the New Tax Law
  • Understanding Grant Recommendations, Restrictions and the Vetting Process
  • The Local Impact of DAFs


CE CREDITS:

Full participation in the above program is applicable for  1 PT in Category 1.B – Education of the CFRE International application for initial certification and/or re-certification.

About our Speakers:

Moderator:

Nancy H. Brackmann, CFP® - Vice President and Trust Officer for U.S. Bank Private Wealth Management

 

As a Senior Trust Officer, Nancy provides personal trust and estate services to individuals and families at all stages of life. She helps manage the complexities of wealth preservation and distribution for her clients and their families. In addition, she supports accounts for corporations and non-profit organizations, and she is in charge of administration of trusts where U.S. Bank has been named trustee. Nancy has been serving clients for twenty three years and enjoys helping clients achieve their financial and philanthropic goals.


Panelists:

Cathleen Grady, CAP - Senior Relationship Manager, Schwab Charitable


Cathy brings more than 20 years of financial services experience actively working with financial advisors, estate planning attorneys, CPA's and donor communities in Chicago Metro, Heartland, Great Lakes and Florida regions to explore charitable planning options. Cathy began her financial services career with Morgan Stanley in Chicago. Prior to her current role with Schwab Charitable she was a Vice President-Financial Consultant in the Charles Schwab Lincoln Park Branch in Chicago, Illinois, where she assisted clients with personal wealth strategies, retirement planning, insurance needs and charitable planning.


David M. McGowan, CFRE - President & CEO of the DuPage Foundation


Dave McGowan has been the chief staff officer of the DuPage Foundation for more than 20 years. He started as its executive director and was named president in 2003. Dave became a certified fundraising executive in 1987. He has nearly 37 years of fundraising, grantmaking, and not-for-profit management experience in the Chicago metropolitan area. In his current role, Dave helps area donors and their advisors accomplish their philanthropic objectives. He focuses on outright and deferred gifts of appreciated property from individuals and on demonstrating the lasting contributions of endowed funds.


Jeffrey J. Hartman - President & CEO, Community Foundation of the Fox River Valley


 Jeff Hartman’s service to the community foundation space began nine years ago when he joined the staff of the DuPage Foundation as its director of development. Since that time, Jeff has established himself as a community leader and currently serves the Community Foundation of the Fox River Valley as its President & CEO.  In his current role, Jeff assists donors in fulfilling their philanthropic objectives through the acquisition of outright and deferred gifts, and deploying philanthropic capital in the form of grants and scholarships




Sponsored By:



  

The Suburban Chicago Planned Giving Council
799 Roosevelt Road, Bldg 6-105, Glen Ellyn, IL 60137
Phone:  630-571-2800 | Fax: 630-571-0253  | scpgcouncil@gmail.com

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