Donor-advised funds are a growing tool in the charitable giving landscape. The number of donors using them, donor-advised fund assets, and the gifts from donor-advised funds are on the rise.
At their best, donor-advised funds can decrease giving friction, enhance generosity, and be an effective estate and tax planning tool.
On the other hand, they can be perceived to reduce charitable impact, and limit donor stewardship and recognition.
To unpack this further, we will share:
- What a donor-advised fund is
- Why donors use them
- Share real case studies
- Address potential challenges
PRESENTERS:
Jordan and Steven are both CAGP members and financial planners with Enns & Baxter Wealth Management - an independent investment and insurance advisory firm. Incorporating strategic charitable giving and generosity into their client’s financial plans is some of the most fulfilling work they do.
Jordan lives in the community with his wife Brita and together they have two young children, Savannah and Jack. Jordan is also on the Board of Directors at the Saskatoon Golf and Country Club as well as on the Board at the Saskatoon Friendship Inn.
Steven and his wife Brianne have two sons; Ben (4) and Caleb (2) and are expecting a third son at the end of October. Steven serves as treasurer of our local CAGP chapter and on the board of Forest Grove Community Church in Saskatoon as treasurer.
