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Grant Professionals of Lower Hudson

Lifting the Veil on Donor Advised Funds

  • December 02, 2019
  • 12:00 PM - 2:30 PM
  • online webinar-see event description for login info

Registration

  • Non-members are welcomed to attend. Will be applied to your membership if you decide to join.
  • Free

Registration is closed

Due to the inclement weather, our scheduled seminar on Monday, December 2 is now an online meeting at noon.

Join the online meeting: https://join.freeconferencecall.com/info_gplh.

It is better to load the software on to your computers ahead of time as there is a process to create an account that takes a few minutes.

Once the FCC account is created, select the icon on your desktop, and when it opens, select “Join” an online meeting. Use the ID: info_gplh.

Calling in is an alternate option: 

Dial-in number (US): (712) 775-7270

Access code: 775884#


Donor Advised Funds (DAF) are the fastest-growing charitable vehicle.  Come find out why.


Our program will cover the basics including:

  • What is a Donor Advised Fund?
  • Why are they growing so fast?
  • How can development offices include Donor Advised Funds in their fundraising strategy?
  • How can you reach DAF managers and/or apply for a grant?


Schedule:

11:30 am - 12:15 pm: Registration & Networking & Lunch

12:15 - 12:30: Welcome and announcements

12:30 - 1:30: Formal program

1:30 - 2:00: Q&A and closing remarks

 

Panelists:


Susan Edwards Colson, Estate Planning Attorney

Susan Edwards Colson, Esq., CPA, is the principal of Edwards Colson Law, PLLC, a White Plains-based Trusts and Estates law practice. Her mission is to protect and maximize the financial resources, legal rights, and dignity of her clients, as well as their families and caregivers. She often works with individuals and families, businesses, and foundations to organize, strategize and maximize the impact of their philanthropic initiatives. She has worked extensively with charitable donors, both as a chief development officer and with the New York Community Trust’s suburban division, the Westchester Community Foundation.  She is a past board member of the Estate Planning Council of Westchester, Westchester Women’s Bar Foundation, as well as a past president of the Westchester Women’s Bar Association.  In 2016, she formed a nonprofit to preserve the Percy Grainger House and Workspace, an historic house in White Plains, and is working with its Centennial Committee. She is currently a board member of the Association of Development Officers and in that role, is co-chairing ADO’s 2020 Philanthropy Awards Breakfast.


Laura Rotter, Financial AdviserLaura Rotter MBA, CFA, CFP®

Laura I. Rotter, CFA, CFP is the founder of True Abundance Advisors, a fiduciary, fee-only financial planning firm for people navigating big life transitions and preparing for the next chapter of their lives. Laura believes that the accumulation of wealth is only a part of the financial planning process, and that true abundance comes from employing that wealth to do the things you most value. After many years of successfully managing money for institutional investors, Laura now partners with clients to achieve both financial security and life satisfaction.


Laurence A. Pagnoni, Master Fundraiser and Author

Laurence A. Pagnoni is a Master Fundraiser and Author. “It’s called development for a reason. It’s a process that can’t be rushed.” His weekly blog, “INFO” is read by over 22,000 readers. Laurence has never forgotten that the fundraiser’s product is the impact of the nonprofit’s programs and services. His passion is finding the sweet spot where strategy, outcomes, culture, and development meet to ignite a rocket under a nonprofit, which he has done for many organizations. Laurence has served as Executive Director for three successful nonprofits. Celebrating his 25th Anniversary as Chairman of LAPA Fundraising, Laurence gathers stellar consultants to serve a diverse client base. His recent book, The Nonprofit Fundraising Solution, was the first fundraising book to be published by the American Management Association and highly recommended by the Chronicle of Philanthropy. His new book teaches readers how to think about fundraising and will be published in 2020.


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