Join us for a professional advisor breakfast featuring Craig Bethel (Bank of America Private Bank)(link to LinkedIn profile) discussing Donor-Advised Funds and how to use them strategically.
This session will highlight advanced planning concepts, including tax-efficient giving, use of complex assets, and integration into estate and philanthropic strategies.
Designed for attorneys, CPAs, and financial advisors.
📅 September 9, 2026
📍 Second Harvest Food Bank of Central Florida, 411 Mercy Dr., Orlando, 32805
🕘 8:30-10am Breakfast + Presentation
10:00am – Optional Tour of Second Harvest Food Bank
