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Integrating Donor-Advised Funds into Client Portfolios: A Guide for Financial Advisors
Course Information
Content Level: Foundational
NAPFA Subject Area: C - Investments
Course Description

This webinar will provide an overview of donor-advised funds (DAFs), explaining their growing popularity among financial advisors and why they are the most flexible giving vehicle. It will also cover several specific strategies on how to use DAFs effectively, such as charitable bunching and donating complex assets. Attendees will gain valuable insights into where DAFs fit into client discussions and the essential questions to ask when advising on philanthropic endeavors.

This Partner Solutions webinar is sponsored by UI Charitable Advisors.

Learning Objectives

1. Understand what a donor-advised fund (DAF) is and how it works

2. Implement specific strategies to properly utilize DAFs with clients

3. Know when and how to discuss philanthropy with clients

Daniel Blake

Daniel Blake is CEO of UI Charitable Advisors in Salt Lake City, UT, a leading philanthropic planning and advisory firm. The team at UI Charitable partners with financial advisors to offer clients financial tools that align portfolio objectives with their philanthropic goals. Previously, Blake was the CEO and co-founder of EcoScraps, which was acquired by Scott’s Miracle-Gro, where he was a director for their sustainability and hydroponic business unit. Additionally, Blake has led sustainability initiatives for the U.S. State Department, United Nations World Food Programme, Amazon, Google, Home Depot, Walmart, and some of the world’s largest food companies.

Blake has been named as one of the top Social Impact Entrepreneurs in the USA by Bloomberg Businessweek and has been featured as the cover story in both Inc. Magazine and Forbes. He studied English at BYU where he currently serves as an adjunct professor and is on the board of advisors for the Ballard Center for Social Impact.

Availability: On-Demand
Expires on 12/31/2024
Initial Cost: Member: $0.00
Non-Member: $19.00
Additional Cost: CFP® CE Quiz: $0.00 - $10.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Contains: 2 Courses
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