Future of Charitable Giving

Date: Tuesday, June 27, 2023

Time: 1 pm ET | 10 am PT

Cost: Complimentary

Editorial Webcast Sponsored by:

More than half Americans plan to make philanthropic gifts in 2023 that match their charitable contributions in 2022, and 10% expect to give more than they did last year, a recent survey found. Americans across the wealth spectrum have an increasing array of choices when it comes to how they give, and so they are looking for counsel on how to maximize their philanthropic impact, while taking into consideration their tax exposure and tax-policy changes. This means advisors have a critical and expanding role to play in informing them about donor-advised funds, tax deductions and overall financial planning — and helping them build successful wealth-management strategies tied to charitable giving.

Join this complimentary webcast to learn about the latest trends in charitable giving in 2023 and how they impact short- and medium-term financial planning for your clients and prospects. You'll learn:

How clients can take advantage of developments in philanthropy, financial planning and taxation to achieve both their long-term charitable giving and wealth management goals
The key differences between donor-advised funds, family foundations and other popular charitable-giving vehicles – as well as relevant tax issues
What to expect for the future of charitable giving
And more!

REGISTER NOW! (Not able to attend? We recommend you STILL REGISTER – you will receive an email with how to access the recording of the event)

Featured Speaker(s):

	Janet Levaux \| Editor in Chief \| ThinkAdvisor & Investment Advisor Janet Levaux, MA/MBA, is the moderator of this webcast. She's covered the financial markets since 1991 and advisors since 2005. Janet studied at Yale, Johns Hopkins SAIS and St. Mary's College of California. She's also lived and worked in Asia, Europe and Latin America, raised two sons, and won a Neal Award for top news coverage in 2020.
	Jeffay Chang \| Senior Trust and Estate Specialist \| Capital Group Private Client Services Jeffay Chang is a Senior Trust and Estate Specialist for Capital Group Private Client Services, focusing on trust, estate, tax and personal planning matters. Before joining our firm, Jeffay spent six years as Senior Vice President and National Team Lead Trust Advisor at City National Bank. He served as Executive Vice President and Trust Strategist at The Goldman Sachs Trust Company for the 12 years before that and held earlier positions at UBS Financial Services and United States Trust Company of New York. Jeffay received his JD from Fordham University School of Law and his bachelor's from Brandeis University (cum laude). He is a former board member of the Estate Planning Council of New York, and a member of STEP (formerly known as the Society of Tax and Estate Practitioners).
	Leslie Heffernen \| Managing Director of Fiduciary and Legal Services \| Pitcairn Leslie Heffernen serves as the Managing Director of Fiduciary and Legal Services for Pitcairn, a family office. She provides legal and tax expertise on corporate and client matters — including compliance, estate planning and the administration of trusts, guardianships, and decedents' estates. Prior to joining Pitcairn in 2016, she was the founder and principal of Heffernen Law PC for 14 years and previously held roles at Butera Beausang Cohen & Brennan, LP, and the Internal Revenue Service.
	Stephen Kump \| CEO & Chairman \| Charityvest Stephen Kump leads Charityvest, a technology company that aims to "catalyze generosity by giving everyone a donor-advised fund or charitable giving account." Earlier, Kump worked for over a decade as a consultant to nonprofit organizations, philanthropists, corporate leaders and private equity investors, most recently with Bain & Company. He is a former U.S. Army cavalry officer and holds an MBA from the Yale School of Management.
	Ken Nopar \| Vice President and Senior Philanthropic Advisor \| American Endowment Foundation Ken Nopar is the Vice President and Senior Philanthropic Advisor for the American Endowment Foundation. AEF has been the country's leading independent donor-advised fund sponsor for nearly 30 years. In addition to working with advisors and donors, Ken writes articles about charitable planning in many publications including ThinkAdvisor, Accounting Today, and Chronicle of Philanthropy, and has been interviewed in the Wall Street Journal and New York Times.

	Janet Levaux \| Editor in Chief \| ThinkAdvisor & Investment Advisor Janet Levaux, MA/MBA, is the moderator of this webcast. She's covered the financial markets since 1991 and advisors since 2005. Janet studied at Yale, Johns Hopkins SAIS and St. Mary's College of California. She's also lived and worked in Asia, Europe and Latin America, raised two sons, and won a Neal Award for top news coverage in 2020.
	Jeffay Chang \| Senior Trust and Estate Specialist \| Capital Group Private Client Services Jeffay Chang is a Senior Trust and Estate Specialist for Capital Group Private Client Services, focusing on trust, estate, tax and personal planning matters. Before joining our firm, Jeffay spent six years as Senior Vice President and National Team Lead Trust Advisor at City National Bank. He served as Executive Vice President and Trust Strategist at The Goldman Sachs Trust Company for the 12 years before that and held earlier positions at UBS Financial Services and United States Trust Company of New York. Jeffay received his JD from Fordham University School of Law and his bachelor's from Brandeis University (cum laude). He is a former board member of the Estate Planning Council of New York, and a member of STEP (formerly known as the Society of Tax and Estate Practitioners).
	Leslie Heffernen \| Managing Director of Fiduciary and Legal Services \| Pitcairn Leslie Heffernen serves as the Managing Director of Fiduciary and Legal Services for Pitcairn, a family office. She provides legal and tax expertise on corporate and client matters — including compliance, estate planning and the administration of trusts, guardianships, and decedents' estates. Prior to joining Pitcairn in 2016, she was the founder and principal of Heffernen Law PC for 14 years and previously held roles at Butera Beausang Cohen & Brennan, LP, and the Internal Revenue Service.
	Stephen Kump \| CEO & Chairman \| Charityvest Stephen Kump leads Charityvest, a technology company that aims to "catalyze generosity by giving everyone a donor-advised fund or charitable giving account." Earlier, Kump worked for over a decade as a consultant to nonprofit organizations, philanthropists, corporate leaders and private equity investors, most recently with Bain & Company. He is a former U.S. Army cavalry officer and holds an MBA from the Yale School of Management.
	Ken Nopar \| Vice President and Senior Philanthropic Advisor \| American Endowment Foundation Ken Nopar is the Vice President and Senior Philanthropic Advisor for the American Endowment Foundation. AEF has been the country's leading independent donor-advised fund sponsor for nearly 30 years. In addition to working with advisors and donors, Ken writes articles about charitable planning in many publications including ThinkAdvisor, Accounting Today, and Chronicle of Philanthropy, and has been interviewed in the Wall Street Journal and New York Times.

Future of Charitable Giving

Register for this webcast.