Donor Advised Funds vs. Family Foundations – 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 3 – Donor Advised Funds vs. Family Foundations

Topics discussed include:

  • About the Long Beach Community Foundation
  • Why is Philanthropy Important to Advisors?
  • Definitions
  • History of Donor Advised Funds and Family Foundations
  • Side by Side Comparisons
  • Pros & Cons
  • 4 Key Questions to Help a Client Decide
  • Case Study Examples: What is Right for Your Client?

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