Donating Appreciated Assets into a Donor Advised Fund – Webinar Series

These free, 30-minute lunch-and-learn webinars are intended for professional advisors including financial and investment planners, estate planning attorneys, and/or accountants/CPAs.

Program 2 – Donating Appreciated Assets into a Donor Advised Fund

Topics discussed include:

  • About Long Beach Community Foundation
  • Quick Recap – How Does a Donor Advised Fund (DAF) Work
  • Gifts of Publicly Traded Securities
  • Gifts of Tangible and Intangible Personal Property
  • Gifts of Life Insurance
  • Gifts of Real Estate
  • Gifts of Business Interest

View the Full Series

8/20/2020 – An Introduction to Donor Advised Funds

9/17/2020 – Donating Appreciated Assets into a Donor Advised Fund

10/15/2020 – Donor Advised Funds vs. Family Foundations