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Hosted by  EBPC Hartford, Inc

Member Program - Private Foundations and Donor-Advised Funds: Helping Your Clients Choose the Right Charitable Vehicle

We are thrilled to be back IN PERSON on Sept 22nd at Wampanoag Country Club in West Hartford for what promises to be an exciting year for EBPC Hartford. The Board and committees have been working diligently to provide engaging content and events. We start off with a familiar and convenient location and a topic to consider for year-end planning. 
 
Please join me and our fellow members for a nice event!

Corey Veneziano, President
 
SCHEDULE: 
5-6   Registration, Cash Bar, Networking, Full Buffet Dinner
6-6:10   Opening Remarks
6:10-7   Presentation, followed by networking until 7:30 pm
 
REGULAR MEMBERS:  NO COST - Use reservation options below or the one click from the emailed invitation.
 
PAST MEMBERS AND GUESTS, APPLY TO JOIN FOR 2022-23 AND THIS MEETING IS FREE!
  
SENIOR MEMBERS:   $50
 
RETURNING GUESTS:  $60
 
REGISTRATION ENDS SEPTEMBER 21 AT NOON. 
 

By registering for this event, you acknowledge that you assume the risks of Coronavirus/COVID-19, and waive liability to EBPC Hartford, it's volunteers and association manager.

 
 

Thursday, September 22, 2022
5:00 PM - 7:30 PM

Location

Wampanoag Country Club
60 Wampanoag Drive
West Hartford   CT   06117
 



Register and pay now by credit card, debit card, PayPal account or mailed check


Senior Member Registration, pay as you go $50.00
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to pay this online


Guest Fee $60.00
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to pay this online


Agenda

 


Jessica Donahue
Senior Managing Director, Northeast Region
Foundation Source

Brianna L. Marquis, Esq.
Cummings & Lockwood, LLC

Sep 22 2022 6:10PM


Private Foundations and Donor-Advised Funds: Helping Your Clients Choose the Right Charitable Vehicle


Two experts will discuss the current trends and resources in charitable giving and how families are using private foundations and donor-advised funds to achieve charitable purposes as well as the impact of taxes, governance and compliance.



Sessions


DateCourse Title/DescriptionStart
Sep 22, 2022 Private Foundations and Donor-Advised Funds: Helping Your Clients Choose the Right Charitable Vehicle Jessica Donahue Brianna L. Marquis, Esq. 6:10 P