Smart Estate Planning with the Use of a Donor Advised Fund

Date: Tuesday, November 19, 2019
Time: 7:15am - 8:30am
Location: Rochester Area Foundation (12 Elton Hills Dr NW)
Speaker: Mark Utz & Denise Kelly

Save the date for November 19th at the Rochester Area Foundation for a discussion on "Smart Estate Planning with the Use of a Donor Advised Fund."  Mark Utz of Wendland Utz and Attorney Denise Kelly from U.S. Bank will speak on this important topic.  The presentation will cover the important charitable-giving device that is the Donor Advised Fund.  Mark and Denise will discuss not only the basics of Donor Advised Funds (i.e., What is a Donor Advised Fund?  Why have one?  What are their pros and cons?) but will also help the group come to a deeper understanding of how Donor Advised Funds function, options for choosing a custodian and the impact of the recent tax law updates on the use of Donor Advised Funds.

Please bring a guest or colleague you feel would benefit from this presentation.


Rochester Area Foundation

Breakfast - 7:15

Presentation - 7:30-8:30


Current Members – No Cost

Non-Members – $30

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