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Title: DAF Proposed Regulations Update
Date: June 20, 2024
Time: 1:00 p.m. ET
Title: CGP Advocacy Update
Date: April 18, 2024
Time: 1 p.m. ET
Title: CGP Advocacy Update | The Final DAF Regulations are Coming! The Final DAF Regulations are Coming! – A Panel Discussion of Proposed Treasury Regulations Re: IRC §4966 Impacting Donor Advised Funds & the Broader Charitable Sector
Panelists:
Emil Kallina
Managing Member
Kallina and Associates, LLC
Posted by askirvin on Jan 11, 2024 03:14:14 PM
Meet Lauren Elliott! Lauren is the Director of Planned Giving at Georgia State University in Atlanta, Georgia. Lauren has always found herself intrigued by mortality, so her cocktail conversations often revolve around death, DNR's and living wills (you know- the fun stuff!). As an old soul and cancer survivor, she's not one to shy away from life's most challenging conversations.
Topics: Member Spotlight
Presenters: Anne Morgan and Valerie Sherman
Broadcast: December 10, 2024, at 1 p.m. ET
Title: Using Portfolio Reviews to Maximize Planned Gifts For Your Organization
Presenter: Camille Anderson Licklider
Title: Donor Advised Funds – The Swiss Army Knife of Philanthropy
Presenters: Stephanie Buckley and Marie Ruzek
Title: Navigating Planned Gift Stewardship Conversations: A Five-Step Structure
Presenter: Jason James Shuba, JD, Director of Gift Planning, Denison University
Title: Opera and Avocados: Lessons Learned from a Complex Life Estate
Presenters: Andy Ragone and Jill Rode
Title: Not Your Parents' IRA: The Rise of Complex Assets/ Impact for Charity
Presenter: Grant Whitney