Charitable Giving and DAFs

June 17 Hybrid Breakfast Meeting

Register Today!

Both private foundations and DAFs enable strategic and tax-effective charitable giving, with differing structures, rules, privacy, and flexibility. The two vehicles come with a unique set of advantages and limitations. The speaker will cover details concerning the characteristics of each vehicle and compare the tax deductibility, organization structure, administration and cost, flexibility in grantmaking, and legacy aspects of each.

Presenter: Tony Oommen – Fidelity Charitable

Registration/Attendance Options:

• In-Person Breakfast Attendance: Pre-registration is required.
  
  Registration: Extended - Closes at 3:00 pm Wednesday, June 16
  
  Onsite Check-in: 7:30 a.m. Meeting: 8:00 a.m. (breakfast served at 7:30 am)
  
  Location: Chandler's Chophouse, Schaumburg Golf Club, 401 N. Roselle Road in Schaumburg (Entrance to the Schaumburg Golf Club is on the east side of Roselle Road between Higgins Road and Schaumburg Road. Waze users be sure to use "Schaumburg Golf Club" in your search.)

• Webinar Participation:
  
  Registration: Closes at 7:30 am Thursday, June 16.
  
  A link to join virtually will be sent with a confirmation/reminder email after registration is complete

CPE/CLE: 1 Hour

Thank you to our sponsor!