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