We will have experts providing an insider’s look into DAFs, and how to review and assess their attributes. We believe that this event will be an excellent opportunity for you to gain new insights, connect with other professionals in the industry, and enhance your knowledge on this important topic.
Considering how much of a client’s financial resources may be committed to their charitable interests, there is an important role for estate professionals to understand and assist clients. Donor advised funds (DAFs) are one example of a charitable vehicle that is often assumed to be “one-size fits all” and rather monochromatic.
In fact, DAFs vary widely, and important elements like who is able to make decisions about how much and to what organizations sometimes come as a surprise both to clients and their survivors.
Advisors from all disciplines can join us for an insider’s look at DAFs and how to review and assess DAF attributes.
Kathy Hawkesworth, LLB - Counsel/Philanthropy Advisor
Edmonton Community Foundation:
Stephanie Tsui, LLB - Estate and Trust Consultant
Scotiatrust (Aqueduct Foundation):
No Charge for Estate Planning Council of Canada Members
Guests are welcome - this event is for Professional Advisors only.
You can forward this link to Colleagues: https://www.epc-canada.org/event-5197681
We promote cross-education, referrals and connection for Estate Planning professionals and foster a collaborative approach to Estate Planning and share Estate Administration best practices.
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