October 10, 2017 – Joint Meeting with CGPCO – Donor Advised Funds

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AFP/CGPCO MONTHLY EDUCATION PROGRAM

Tuesday, October 10, 2017

Optional Pre-Lunch Session:
“Perspectives on Donor Advised Funds”

Luncheon Program:
“Demystifying National Donor Advised Funds:
A Deeper Look at Fidelity Charitable Donors and How They Give”
 

AGENDA
10:45-11:00  Registration for Pre-Lunch Session
11:00-11:45 Pre-Lunch Program
11:30-Noon Registration for Lunch Session
Noon-1:15 PM Lunch Program
 
Pre-Lunch Program
11:00 – 11:45AM
Optional Pre-Lunch Program 
Perspectives on Donor Advised Funds 

What are Central Ohio’s donor advised fund practitioners seeing in the market?  Hear from an expert panel including a local estate planning attorney, a community foundation leader, and a financial advisor.
 
Panel:
Marlene Casini, 
President, Delaware County Foundation
Mark Menges, 
President, Compass Financial Group
Amie Vanover, 
Partner, Thompson Hine

Lunch Program
Noon – 1:15PM  
Lunch Program 
Demystifying National Donor Advised Funds: A Deeper Look at Fidelity Charitable Donors and How They Give

As a leading sponsor of Donor Advised Funds, Fidelity Charitable is in a unique position to discuss donors on a national scale.  What is the donor profile?  Why do donors use a DAF? How do donors view and execute their giving? Where does the grant money go?
 
Presenter:
James Carpenter
Vice President, Fidelity Charitable

 
 

Location:
The Boat House
679 W Spring Street
(Confluence Park)
Columbus, OH 43215

Registration Fee:
$20 for AFP Members
Free for COPGC Members
$40 for Guests
Buffet lunch provided
 
 

RSVP Deadline is Thursday, October 5

To RSVP you must register online in advance.
No late RSVPs and no walk-ins.

When you register online you will receive two emails – a Confirmation and a Receipt.
Please bring your confirmation with you to the event to check in.
 

AFP Cancellation and Refund Policy:

Cancellations received in writing by the RSVP deadline are eligible for a full refund.  Cancellations received after the deadline will not be eligible for refunds as we will have already made a commitment to purchase your meal. You may, however, send a substitute guest.

 

Registration is CLOSED.