Understanding Donor Advised Funds: Perspective from DAF Providers
Join us for an informational session on donor advised funds. Donor advised fund providers will paint a picture of when a DAF is a good fit for clients, why they are important (especially in the context of the TCJA of 2017), and the similarities and differences of each provider. Learn about fee structures, minimum(s) to open a DAF, successor generation involvement, and how a DAF can benefit the causes clients care about in perpetuity.
Jeff Nauta from Henrickson Nauta Wealth Advisors will begin with an introduction on why DAF's are an important consideration under the Tax Cuts and Jobs Act of 2017.
Panel Members:
Marilyn Zack, Grand Rapids Community Foundation
Jamie Kuiper, National Christian Foundation
Josh Pfennig, Fidelity Investments
Refreshments: 3:30 pm
Panel Discussion: 4:00 - 5:00 pm
Click on the link below to register. There is no charge for guests to attend this meeting.
Please contact Jeanna Post at WestMichiganEPC@gmail.com with questions.
