JOIN US at Our Next Breakfast Meeting on March 7th
Partners in Philanthropy: How to Work with Donor Advised Funds
Meet Our Speakers
Joe Bui, CAP
Institutional Sales Director for the West
U.S. Trust Philanthropic Solutions
Roland Ho, CSPG
Executive Director, Office of Planned Giving
University of California, Irvine
March Meeting Sponsor
The National Philanthropic Trust, in its annual “Donor Advised fund Report”, highlighted that in 2017 grants from donor advised funds reached a record new high of $19.08 Billion. With contributions into DAF’s totaling $29.23 billion in the same year, Donors advised funds have been called one of the “hottest topics in the philanthropic community” by Giving USA’s Annual Report.
But what are donor advised funds? Who uses them? What solutions do they present to our donors? And how can you work with DAF’s to meet your organization’s goals and the goals of your donors?
Join us on March 7, 2018, where we will hear from Joseph Bui, Senior Vice President of Institutional Investment at US Trust, and Roland Ho, Senior Executive Director of Planned Giving at UC Irvine.
In this session, Joe and Roland will discuss the questions above from both an Institutional perspective and the non-profit perspective.
Event Details: NEW LOCATION!
Tustin Ranch Golf Club | 12442 Tustin Ranch Road, Doral Room
Registration: 7 to 7:30 AM | PGRTOC Business and Breakfast: 7:30 AM
Speaker Presentation: 7:45 to 8:45 AM
Conclusion: 9 AM
Cost to Attend:
Member: $35 | First Time Guest: $25 | Non-Member: $60
Planned Giving Round Table of Orange County wishes to thank our sponsors for their generous support of the Council. Through their support, we can continue to serve as a timely resource for our community. To learn about each of our sponsors, please click on their logo.
To become a sponsor, please contact Devon Dougherty at 714-546-8558 at ext 145