Planned Giving Advisor Breakfast
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 […]
