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DTSTART:20180925T193000Z
DTEND:20180925T210000Z
LOCATION:University Club 10th Floor – Fifth Third Center, 111 Lyon NW, Grand Rapids MI
UID:1690320180925T193000ZUnderstanding Donor Advised Funds: Perspective from DAF Providers
DTSTAMP:20260627T051909Z
DESCRIPTION:\nJoin 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.\n \nJeff 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. \n \nPanel Members:\n \nMarilyn Zack, Grand Rapids Community Foundation\n Jamie Kuiper, National Christian Foundation\n Josh Pfennig, Fidelity Investments\n\n Refreshments: 3:30 pm\n Panel Discussion: 4:00 - 5:00 pm\n \nClick on the link below to register. There is no charge for guests to attend this meeting.\n \nPlease contact Jeanna Post at [WestMichiganEPC@gmail.com](mailto:WestMichiganEPC@gmail.com?subject=9%2F25%20Membership%20Meeting) with questions.\n \n \n
SUMMARY:Understanding Donor Advised Funds: Perspective from DAF Providers - Western Michigan Estate Planning Council 
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DESCRIPTION:Reminder
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