Join Us Online June 30 – Donor Advised Funds: The Swiss Army Knife of Gift Planning

Join us online June 30 Donor Advised Funds:The Swiss Army Knife of Gift Planning   With Bryan Clontz, PhD, CFP,® CLU,® CAP,® AEP,® RICP,® ChSNC®Founder and President, Charitable Solutions, Inc.

In this highly interactive session, Clontz will present the history, growth and current status of donor advised funds – the fastest growing charitable vehicle over the last 20 years.

Four distinct case studies will be offered, covering complex charitable planning dilemmas where donor advised funds are the ideal solution.

Clontz will present a cross-disciplinary approach touching on legal, tax, investment and financial planning techniques unique to each charitable case.

Wednesday, June 30, 2021 8:00 a.m. – 9:00 a.m.presented on Zoom. Space is limited; advance registration required.

Let's Start a Conversation

The Jewish Foundation can help you explore charitable opportunities that work for you. 

The Jewish Foundation is a trusted and expert resource for charitable gift planning and endowments and serves as a partner and resource for synagogues, local Jewish agencies, professional advisors and donors.

When you make a current gift or leave a bequest to the Jewish Foundation of Greater New Haven, you not only benefit our community, but you can also support the causes that are important to you.  You can designate that your gift be used to provide unrestricted funds to help meet community needs now and in the future or to endow a permanent fund to aid identified programs, your synagogue, agencies, organizations, or initiatives (Jewish or not Jewish, in Greater New Haven, Israel or beyond) that are of particular interest to you and your family.

Lisa Stanger, Esq., Executive Director
Tiberius Halai, Grants and Gift Manager
Beth Kupcho, Scholarship and Philanthropy Manager
Stephanie Licsak, Controller

Jewish Foundation of Greater New Haven
360 Amity Road
Woodbridge, CT 06525
203-387-2424, ext. 382
203-387-1818 (fax)
lstanger@jewishnewhaven.org
Jewishnewhaven.org

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