Home » Events » Meet-the-Donors: Donor Advised Funds

Meet-the-Donors: Donor Advised Funds

Date:
July 11th, 2018
Time:
2:00PM to 4:30PM
Location:
Mosesian Center for the Arts, 321 Arsenal St Suite 1, Watertown, MA 02472
Audience:
Consultant, Grantseeker, Nonprofit
Event type:
MTD
Member fee:
$40
Base fee:
$60

Join Philanthropy MA as we present the 2018 edition of Meet-the-Donors: Donor Advised Funds!

If you have wondered what a DAF is or what type of donor might use this giving vehicle and why, this is the event for you! Much more akin to individual giving, DAFs are growing in popularity and it is important to understand them. 

Our wonderful team includes:

Moderator:

Gioia C. PeruginiAssociate Director, Family Office and Philanthropy Services, Hemenway & Barnes

Panelists:

Charlie GlassenbergVice President, Gift Planning & Investment Partnerships, Combined Jewish Philanthropies

Karen HealdDirector, Relationship Management, Private Donor Group, Fidelity Charitable

Jodi Rosen, Senior Philanthropic Services Manager, Vanguard Charitable 

Julie Smith-BartoloniSenior Director of Donor Relations, The Boston Foundation

Jean WhitneyPhilanthropic Consultant, Ropes & Gray 

Registration type: 
Normal registration

Philanthropy MA Policy

Refunds: When an event or program requires payment, payment is required in advance unless alternative arrangements have been made with an Philanthropy MA staff member. If payment has not been received and/or arrangements have not been made three or more business days before the event date, Philanthropy MA reserves the right to cancel your unpaid reservation. Philanthropy MA does not provide refunds, but a credit good for one year may be issued for future events if notice of nonattendance is received three or more business days prior to the event. If you need to cancel your event registration, please email AGM staff at info@agmconnect.org.

Media: Photographs and/or video may be taken at this event to support Philanthropy Massachusetts's efforts to educate and inform the community on the role of philanthropy, in marketing materials, on our website and through social media. If you prefer your image not to be used please notify us at the event. Thank you.

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