JPhilanthropy Webinar: MAXIMIZE YOUR FINANCIAL POTENTIAL WITH A DONOR ADVISED FUND
Event Date and Time:
September 19, 2024 @ 6:30 pm - 7:30 pm
Join the David Posnack JCC Philanthropy team for an Informative Session on Financial Planning.
Discover how a Donor Advised Fund (DAF) can help you reach your charitable goals while providing significant financial benefits. Whether you are already involved in philanthropy or just starting, this session will show you how a DAF could be the perfect tool for your financial and philanthropic future.
Presented by Mitch Stein, Head of Strategy with Chariot. Mitch is a financial expert in donor-advised funds, who will guide you through the process and answer any questions to help you decide if a DAF is the right fit for you.
Moderated by:
Beverly S. Bachrach, Chief Philanthropy Officer and Peter Rose, Director of Philanthropy