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 1 – An Introduction to Donor Advised Funds (DAFs)
Topics discussed include:
- About Long Beach Community Foundation
- 2019 Charitable Giving
- Why Talk about DAFs with Your Clients?
- What is a DAF and How Does it Work?
- Benefits of a DAF
- Not Just for the Wealthy
- How LBCF Can Be an Extension of Your Services
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