Breakfast meeting: Donor Advised Funds – A Changing Landscape for a Powerful Giving Tool

Date: Tuesday, March 26, 2024
Time: 7:30am - 9:00am
Location: Midland Hills - Small Turnberry Room
Speaker: Luther Ranheim

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DETAILS
REGISTRATION

High level review of Donor Advised Funds and the landscape of providers offering this tool. In depth explanation of the various asset types that can be contributed to Donor Advised Funds with case study examples. Debrief on potential Donor Advised Fund regulations coming from the US Treasury Department. 

Learning Objectives

By Attending this Session attendees will…. 

  • Have a better understanding of Donor Advised Funds as a charitable and legacy planning tool 
  • Develop a working knowledge of the range of asset types, both traditional and non-traditional, that can be contributed to Donor Advised Funds and the potential benefits of these contributions. 
  • An awareness of potential regulatory changes coming from the US Treasury Department with a potential impact on Donor Advised Funds. 

Registration, Networking, and Breakfast: 7:30 am
Presentation Begins: 8:00 am
Program Ends: 9:00 am

Anticipated CE: 1 CFP®, 1 MN Insurance & 1 CLE Credit

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