donor advised funds:
what ECF can do for you
Join us for an informational session on Thursday, June 15 8:15am - 9:30am
Conference Rooms 1A-B
Rotary Building, 1560 Sherman Avenue
Continental breakfast will be served and the program begins at 8:30am.
The event will be led by wealth planning expert Kirk Hoopingarner, a partner in the Trusts and Estates and Tax-Exempt Organizations Practice Groups at Quarles & Brady, LLP. Mr. Hoopingarner will explore the tax advantages of establishing donor advised funds while empowering individual philanthropy.
Remarks will be made by ECF’s Investment Council Co-chair Ralph Segall, Chief Investment Officer at Segall, Bryant & Hamill, and Investment Council Co-chair Bill Blanchard, Financial Advisor, Private Wealth Management, UBS. Mr. Segall and Mr. Blanchard will explain how establishing a donor advised fund at ECF is an investment which also supports the local community.
seating is limited – advance registration is requested
Please RSVP by June 9.
Donor Advsied Funds are a simple, effective way to save tax dollars now and support your philanthropic interests for years to come.
For more information, contact Gwen Jessen, VP for Philanthropy.