Past Events

Past Event

Brown Bag Webinar

Thursday, October 30, 2014

12:30 PM — 2:30 PM

What Gift Planners Need to Know about Donor Advised Funds

Join other members of the GPCNJ from around the state for a FREE brown bag webinar on Thursday, October 30. This 90 minute webinar is presented by PGCalc and is eligible for CFP and CFRE credits. Bring a guest and your lunch to one of these locations.

Date:October 30, 2014
Time:12:30 p.m. - 2:30 p.m. (webinar starts at 1 p.m. sharp)
Cost:Free to all GPCNJ and their guest (webinars are generally $95 per location)
Presenter:Bill Zook, PG Calc

Locations:

Kean University, Union, NJ (Green Lane Academic Building, Room 409)
The College of New Jersey, Ewing NJ (Paul Loser Building, Room 106)
New Jersey Symphony Orchestra (9th Floor), 60 Park Place, Newark, 07102

There may be other sites announced this week.

Presenter Notes

According to one estimate, donations to donor advised funds (DAFs) increased 40% from 2007 - 2012, a period during which total philanthropy was flat. Led by behemoths sponsored by Fidelity Investments, Vanguard, and Schwab, several organizations that maintain DAFs are now among the largest charities in the U.S. in terms of funds raised. They are also distributing billions of dollars to charity.

Astute gift planners stand to benefit from 1) understanding the basics of DAFs, 2) knowing how and when a planned gift might be paired with such a fund, and 3) developing a strategy for attracting and working with DAF contributors. This webinar will cover all of these topics and more.

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