Foundations and Donor Advised Funds
Jacqueline Motyl, Esq., Partner at Fox Rothschild LLP, will lead a discussion on charitable giving techniques involving private foundations and donor advised funds. The discussion will cover the basics of private foundations and donor advised funds and will provide helpful discussion points for engaging in charitable planning with your philanthropic clients.
This meeting will qualify for CFP, CPA and CLE Credits.
This meeting is being Generously sponsored by:
https://www.alderferauction.com/
&
https://www.foxrothschild.com/
There is one more sponsorship opportunity available.
Please email Abby Murray at bcepc@bowermanagementservices.com for additional information.