Foundations and Donor Advised Funds

Date: Wednesday, February 15, 2023
Time: 5:00pm - 7:30pm
Location: The Bucks Club - 2700 York Rd., Jamison, PA
Speaker: Jacqueline Motyl, Esq. - Fox Rothschild

Jacqueline Motyl, Esq., Partner at Fox Rothschild LLP, will lead a discussion on charitable giving techniques involving private foundations and donor advised funds.  The discussion will cover the basics of private foundations and donor advised funds and will provide helpful discussion points for engaging in charitable planning with your philanthropic clients.

This meeting will qualify for CFP, CPA and CLE Credits.

This meeting is being Generously sponsored by:


https://www.alderferauction.com/
&

https://www.foxrothschild.com/
 

 

There is one more sponsorship opportunity available. 
Please email Abby Murray at bcepc@bowermanagementservices.com for additional information.

See Upcoming Event Calendar