“The Road to $1 Billion (& More)” Lynne Kinney - Panelist

Lower Cost, Tax-Smart Philanthropy Using Donor Advised Funds as Strategic Vehicles for Charitable Giving We invite you to attend a thought provoking discussion about the growing trend of contributing complex assets, such as private equity assets, privately-held C-and S-corp stock, limited partnership interests, and certain restricted stock, to public charities. This can often be the […]

Carl Choy – Forum Chairperson