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DTSTART:20191119T131500Z
DTEND:20191119T143000Z
LOCATION:Rochester Area Foundation (12 Elton Hills Dr NW)
UID:1875220191119T131500ZSmart Estate Planning with the Use of a Donor Advised Fund
DTSTAMP:20260518T224007Z
DESCRIPTION:\nSave 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.\n \nPlease bring a guest or colleague you feel would benefit from this presentation.\n \n \n \nRochester Area Foundation\n \nBreakfast - 7:15\n \nPresentation - 7:30-8:30\n \n \n \nCurrent Members – No Cost\n \nNon-Members – $30\n
SUMMARY:Smart Estate Planning with the Use of a Donor Advised Fund - Rochester Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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