2196 Riveride Drive Columbus
Donor Advised Funds
Joint meeting with the Association of Fundraising Professionals, Central Ohio Chapter
“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.
Marlene Casini, President, Delaware County Foundation
Mark Menges, President, Compass Financial Group
Amie Vanover, Partner, Thompson Hine
“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
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.