Planned Giving: Charitable Trusts or Donor Advised Funds

October 28, 2009
The Union LeaguePhiladelphia, PA

Richard S. Caputo, a partner in the Exton office of Fox Rothschild LLP, spoke at the 2009 Planned Giving Day Conference, “It’s a Wonderful Life,” presented by the Planned Giving Council of Greater Philadelphia on Oct. 28.

Caputo and more than 20 other presenters offered advanced, intermediate and fundamental tracks for seasoned gift-planning professionals, philanthropists, foundations, attorneys and financial planners, as well as for those just starting out in planned giving. Attendees, both donor and nonprofit professionals, gained an understanding of the many planned giving vehicles available and the necessary information to structure and implement planned giving strategies in comprehensive, 60-minute workshops. The event was held at The Union League in Philadelphia.

Caputo’s advanced session, “Planned Giving: Charitable Trusts or Donor Advised Funds,” discussed the problems encountered when donors use charitable trusts to satisfy their philanthropic needs, why donors are establishing donor advised funds rather than charitable trusts, the impact of the Pension Protection Act of 2006 on donor advised funds and the latest trends and developments in philanthropy.