Videos

What is a Donor Advised Fund?

DonorCentral Tour

Recorded Webinar: " DonorCentral 101 Video Tour: How to Make Grant Recommendations Online & More"

Recorded Webinar: " Building Blocks to Successful Estate & Gift Planning"

Roth IRA Conversion

IRA Charitable Rollover

Charitable Remainder Trusts

Charitable Lead Trusts

Recorded Webinar: " A Matter of Trust: Blending Donor Advised Funds with Charitable Trusts"

Tax Savings

Recorded Webinar: "Charitable Impact of the Tax Cuts and Jobs Act (TCJA) and IRS Notice 2017-73"

Recorded Webinar: " Top Charitable Planning Strategies with Donor Advised Funds"

Recorded Webinar: " Unique Traits of World Class Advisors - Build AUM Thru Community & Philanthropy"

Understanding the Fund Application

How Financial Advisors Can Implement a Donor Advised Fund