If you’ve been wondering about your charitable giving options, we invite you to participate in our new webinar series, Making the Most of My Legacy. Longtime Trail Conference supporter David J. Haas, president and founder of Cereus Financial Advisors, LLC, will be offering insight on several ways to give, explaining the benefits of each method.
The first session, which will be held on Aug. 5, will cover donor-advised funds (DAF). This topic coincides with the #HalfMyDAF matching grant challenge, a nationwide initiative to fuel the nonprofit community and make a greater social impact through donor-advised funds. Reserve your spot today, and stay tuned for the calendar of upcoming topics.
This webinar session will help clarify:
- What is a Donor Advised Fund
- How can a Donor Advised Fund save you money in taxes
- What can you donate to your fund
- How a Donor Advised Fund can help you when you sell a business or property
- Why is all that money sitting in your Donor Advised Fund
- The HalfMyDAF Challenge
David Haas CFP® is president and founder of Cereus Financial Advisors, LLC in Franklin Lakes, N.J., which specializes in comprehensive financial planning and wealth management for executives, professionals, and small business owners. He has been a Trail Conference member and volunteer for over 30 years.
Additional workshop information