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Webinar Details:
Topic: Using Donor-Advised Funds
Date: Wednesday, October 2, 2024
Time: 12:00pm PT/1:00pm MT/2:00pm CT/ 3:00pm ET
Course Description
Philanthropy is becoming a key component in financial planning, and Donor-Advised Funds (DAFs) are a powerful tool for integrating charitable giving into your clients' overall strategies. This program dives into the essential role of DAFs in financial advisory practices, examining their flexibility, tax advantages, and long-term benefits. Through real-world examples, you’ll discover how DAFs can support both high-net-worth clients and those looking to make a lasting impact. Attendees will walk away with a clear understanding of how to seamlessly incorporate DAFs into client conversations and the critical questions to ask when navigating philanthropic goals.
This NAPFA Partner Solutions webinar is sponsored by UI Charitable Advisors.
Learning Objectives
Define and Explain DAFs – Gain a solid understanding of Donor-Advised Funds (DAFs), including their structure, tax benefits, and their mechanics.
Incorporate DAF Strategies – Learn to apply specific strategies for using DAFs in client financial plans to meet charitable and financial objectives.
Identify Philanthropic Opportunities – Recognize when and how to initiate meaningful conversations about philanthropy and DAFs with clients, aligning their charitable goals with overall financial planning.
Speaker
Daniel Blake, CEO of UI Charitable Advisors
Daniel Blake is CEO of UI Charitable Advisors in Salt Lake City, UT, a leading philanthropic planning and advisory firm. The team at UI Charitable partners with financial advisors to offer clients financial tools that align portfolio objectives with their philanthropic goals. Previously, Blake was the CEO and co-founder of EcoScraps, which was acquired by Scott’s Miracle-Gro, where he was a director for their sustainability and hydroponic business unit. Additionally, Blake has led sustainability initiatives for the U.S. State Department, United Nations World Food Programme, Amazon, Google, Home Depot, and Walmart. Blake has been named one of the top Social Impact Entrepreneurs in the USA by Bloomberg Businessweek and has been featured as the cover story in both Inc. Magazine and Forbes.
