What You Will Learn:
Succession planning for Donor Advised Funds is a compelling way to engage your entire family in philanthropy. There are a number of issues and scenarios to consider as you engage in succession planning. In this presentation we will identify these issues, discuss strategies, and provide examples of successful approaches. Topics will include: considering the purpose of your fund; crafting successor advisor provisions; and future funding through planned giving and other charitable vehicles.
Jenna Smith Gomes is Director of Philanthropic Services at the Boston Foundation. Since joining the Foundation in 1999, she has taken on various roles in Donor Services, Development and Finance. Jenna works with donors and corporations to help them meet their charitable goals.
Nadia A. Yassa, Esq., is Director of Estate and Gift Planning at the Boston Foundation. Prior to joining the Foundation in 2000,Nadia was a trusts and estates attorney at Nutter, McClennen & Fish LLP. Nadia works with individuals, families and professional advisors to create strategies for incorporating charitable giving into estate plans.
Shari A. Levitan, Esq., chairs Holland & Knight LLP’s New England Private Wealth Services Group. She is an authority on estate and business succession planning and works with a number of high-net worth individuals and their families in developing and implementing tax-efficient wealth transfer strategies that are consistent with their personal philosophies and objectives. Ms. Levitan also has extensive experience advising clients in the areas of estate administration, trust administration, and the creation and operation of charitable foundations.
Call Megan O'Toole at 617.338.3912 to register.
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