TAX STRATEGIES WITH MEGAN GORMAN

THE DAF SALON

© Copyright

WHEN /

DECEMBER 2, 2021

VIRTUAL LOCATIONS /

SAN FRANCISCO 

TIME /

1 PM PST / 4 PM EST

ABOUT THE DAF SALON /

The DAF Salons are a series of small gatherings that convene donors with thought leaders to explore how to direct investments from donor-advised funds to amplify impact.

Previous DAF Salons have featured conversations with leadership from ImpactAssets, Fidelity Charitable,

The Philanthropic Initiative, CapShift,  Silicon Valley Community Foundation, Marin Community Foundation, 

UBS Global Private Wealth, 

#HalfMyDAF, University Impact,

Mission Driven Finance, 

Morrison & Foerster, and leading family offices who invest from their DAFs for maximum impact.

 

We hope you can join our next conversation.

The DAF Salons are a series of small gatherings that convene donors and thought leaders to explore how to direct investments from donor-advised funds. Our next conversation is with Megan Gorman, Managing Partner at Chequers Financial Management where she heads the firm’s family office practice.

 

We’ll cover basic tax planning for contributions to your DAF. We'll explore donating stocks, crypto, and other alternative assets, so that you understand the mechanics behind the process. Beyond tax, we’ll look at how to approach your DAF strategically, inter-generationally, and with a particular dive into due diligence tips.

 

Megan is a Senior Contributor Forbes, an Adjunct Professor at Golden Gate Law, and serves on the Board of Trustees of the National Endowment for Financial Education (NEFE).