Every professional advisor needs to understand the various vehicles to giving from donor-advised funds to foundations to help clients select the model that will best allow them to accomplish their goals. This presentation will be given by a panel of experts who will help you to understand the different pros and cons of each model. The speaker panel will provide information on the legal and financial aspects of the different options and a list of questions to help determine the most appropriate option.

The meeting will include case study analysis with presenter Mark Powell and questions by J Barnes:

Mark Powell, ACTEC Fellow & TEP
Tax, Trusts & Estates Partner, Dorsey & Whitney LLP
Costa Mesa, CA

With more than 20 years’ experience as an estate planner, Mark is uniquely qualified to help families create legacies. In this work, he implements plans that encourage family members to recognize their good fortune, make their own contributions to the family and their communities, and handle the responsibilities of wealth.

J Barnes, TEP
Senior Vice President and Investment Counselor, Capital Group Private Client Services
Los Angeles, CA

J services high net worth individuals and families to protect and grow their wealth across multiple generations. He also helps nonprofit foundations and endowments to pursue their long-term financial objectives through effective planning and investment management.