October 28, 2021 @ 12:00 pm – 1:00 pm
Zoom Meeting
(727) 523-3417

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.

RSVP by October 27 to receive a meeting link:
Visit SuncoastHospiceFoundation.org/LNL or
Call (727) 523-3417 or
Email SuncoastRSVP@EmpathHealth.org

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.”