What we’ll explore:

Donor-Advised Funds: What are they and why are they becoming increasingly popular?
Charitable Planning: How can a DAF fit into your overall giving strategy?
Appreciated Assets: When might donating stocks or other appreciated assets make sense?

This is an informal, educational conversation—not a sales presentation.
Come with your questions, enjoy some great coffee, and leave with a better understanding of options that may help you maximize the impact of your philanthropy.

Space is limited. Reserve your spot today!
We hope you’ll join us for coffee, conversation, and a chance to explore new ways to make your generosity go further.