October 10, 2017 Monthly Lunch Program – Joint meeting with AFP – Topic: “Donor Advised Funds”

Donor Advised Funds

Joint meeting with the Association of Fundraising Professionals, Central Ohio Chapter

Pre-Lunch Program:
“Perspectives on Donor Advised Funds”
What are Central Ohio’s donor advised fund practitioners seeing in the market?  Hear from an expert panel including a local estate planning attorney, a community foundation leader, and a financial advisor.
Panel:
Marlene Casini, President, Delaware County Foundation
Mark Menges, President, Compass Financial Group
Amie Vanover, Partner, Thompson Hine

Lunch Program:
“Demystifying National Donor Advised Funds: A Deeper Look at Fidelity Charitable Donors and How They Give”
As a leading sponsor of Donor Advised Funds, Fidelity Charitable is in a unique position to discuss donors on a national scale.  What is the donor profile?  Why do donors use a DAF? How do donors view and execute their giving? Where does the grant money go?
Presenter: James Carpenter, Vice President, Fidelity Charitable

Register

Cancellations received in writing by the RSVP deadline are eligible for a full refund.  Cancellations received after the deadline will not be eligible for refunds as we will have already made a commitment to purchase your meal. You may, however, send a substitute guest.