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HOME | ABOUT US | MEDIA KIT | CONTACT US | INQUIRE
4200 Little Blue Parkway
Ste 340, Independence, MO, 64057
9:00 am - Noon
RSVP
816.912.4182
Truman Heartland Community Foundation invites local professional advisors to join nationally renowned speaker Bryan Clontz, Ph.D., CFP®, CAP®, for a highly interactive webinar on Donor Advised Funds: The Swiss Army Knife of Charitable Planning. Bryan will discuss six charitable case studies, touching on legal, tax, investment, and financial planning techniques unique to each.
If you want to learn more about Donor Advised Funds, how non-cash assets can be used to amplify current donations, or how current legislation impacts charitable tax planning strategies, then this webinar is for you. Donor advised funds are the fastest-growing charitable vehicle in the last 20 years. Financial Advisors attending the seminar will learn how to use donor advised funds to grow their portfolio and help their clients achieve their philanthropic goals.
CLE and CFP credits are available. Register today! Space is limited.
