Join a panel of experts including the CEO of the Pinellas Community Foundation; an executive from Raymond James Charitable; a certified financial planner who helps clients create their own donor-advised funds; and a donor who gives charitably through their donor-advised fund, in discussing the convenience of this giving option and the benefits to charities.
Become more knowledgeable on the advantages of establishing and utilizing a donor-advised fund, receive education on the tax benefit laws and IRS regulations associated with the fund.
Continuing Education Information:
- ATTORNEYS – The Florida Bar CLE Credits (2.0 Hours)
- FINANCIAL ADVISORS – CFP Board CE Credits Pending
- TRUST OFFICERS – “Donor-Advised Funds has been submitted to ABA Professional Certifications for CE credit review and is pending approval. Once we receive notification of the credit approval, we will notify attendees.”