Join us on October 10, 2024 for an exclusive webinar
Join us on DAF Day, October 10, 2024 for an exclusive webinar featuring Professor Dan Heist, Assistant Professor George W. Romney Institute for Public Service and Ethics at Brigham Young University. The webinar is proudly hosted by UI Charitable Advisors and Holistiplan. This highly anticipated session will introduce the new research on Donor-Advised Funds (DAFs), what are the typical profiles for DAF and how are they used. We will review what a Donor-Advised Fund is and how use cases can be visualized using Holistiplan.
Webinar Details:
Topic: Connecting Clients with Charity: The Latest Research on Donor Advised Funds
Date: Thursday, October 10, 2024
Time: 9:00 am PT/10:00 am MT/11:00 am CT/ 12:00 pm ET
This webinar is perfect for financial advisors and anyone looking to deepen their understanding of how to incorporate philanthropy into their advisory business.
Meet the Speakers:
Professor Dan Heist
Assistant Professor: George W. Romney Institute for Public Service and Ethics
Brigham Young University
Dr. H. Daniel Heist is an Assistant Professor of Nonprofit Management and Social Impact at the George W. Romney Institute for Public Service and Ethics at Brigham Young University. He researches philanthropy, charitable giving and volunteering. His 9 years of professional fundraising experience inform his research. Dr. Heist is a leading expert on donor-advised fund research and co-founder of the Donor-Advised Fund Research Collaborative.
Emily Wetter
Customer Service Specialist, Holistiplan
Emily Wetter, CFP®, EA is a Customer Success Specialist on the team at Holistiplan. She is responsible for helping new users get acquainted with the software and adopting its use into their current process when working with clients. A former financial advisor, Emily led the Tax Planning conversations with clients at her firm and found that the adoption of Holistiplan in her own practice helped to streamline those analyses and made this element of comprehensive planning more scalable and efficient.
Daniel Blake
CEO, UI Charitable Advisors
Daniel Blake is a seasoned leader in the philanthropic advisory space. As CEO of UI Charitable Advisors, Daniel’s mission is to help clients and financial advisors use charitable tools, like Donor-Advised Funds, to align wealth with purpose.
Why Attend?
Expert Insights: Learn from Professor Dan Heist, Dan Blake and Emily Wetter on why Donor-Advised funds are so popular, what clients are using them and a few use cases of how they are being used.
Actionable Strategies: Get practical information on how to use Donor-Advised Funds (DAFs) in your business.
REGISTER NOW
https://www.givechariot.com/post/early-results-from-the-first-ever-dafday
