Gift Planners and Fundraisers: How to Benefit from the Donor Advised Fund Boom
Photo: Charitable Gift Planners of Santa Barbara Board of Directors
Donor Advised Funds (DAF) have become a popular vehicle utilized for philanthropic giving. Why is the happening and how can charities benefit from this mega-trend? Speaker Stephen Brooks will explore these questions and more by reviewing current DAF ‘rules of the road,” examining the attraction of DAF’s, and exploring potential strategies for fundraisers and their organizations to leverage DAFs and DAF donors. Attendees are encouraged to bring their experiences, ideas, and questions.
The speaker at the Tuesday, February 12, 2019, noon-1:30 p.m. meeting of the Charitable Gift Planners of Santa Barbara will be Stephen Brooks, Vice President, West Coast Divisional Manager at Fidelity Charitable. Brooks is based in the firm’s Santa Francisco office. The meeting will be held at Harry’s Plaza Café, 3313 State Street, Santa Barbara and is sponsored by Mission Wealth.
Continuing education credit for Certified Financial Planners will be available.
Stephen Brooks earned a Bachelor of Science degree from the University of Florida and a M.B.A. in Business from Colorado State University. He holds credentials of Certified Financial Planner (CFP) and Chartered Advisor in Philanthropy (CAP). Brooks joined Fidelity Investments in 2006 and previously worked at Merrill Lynch, Wachovia Securities, and Arthur Andersen.
Ticket prices are $35 for CGP members and $45 for non members. Reservations are required. Log on to https://sbgiftplanners.org/events. For more information contact Chapter President Rochelle Rose at [email protected].
Fidelity Charitable, an independent public charity, established the country’s first national donor-advised fund program in 1991. It works with donors and advisors to provide guidance and resources for effective charitable planning. Since joining the organization, Brooks has been working with professional advisors in California, Oregon and Washington on simplifying their clients’ philanthropy and growing their practice by incorporating charitable giving into their clients; overall financial and wealth management plans. Fidelity Charitable has worked with over 80,000 donors and their advisors to grant over $25 billion to more than 200,000 nonprofit organizations across the United States (as of December, 2016).
The Charitable Gift Planners of Santa Barbara (CGPSB), formerly known as the Planned Giving Round Table of Santa Barbara, is a professional association for non-profit development officers and allied professionals in financial, legal, accounting, and consulting services. The chapter’s purpose is to educate members about charitable gift planning, advance the mission of non-profit organizations, and better serve the philanthropic goals of donors and clients. CGPSB is affiliated with and a Chapter of the National Association of Charitable Gift Planners. Educational and networking meetings are held five times a year and are open to members and non-members. For more information visit www.sbgiftplanners.org, email Board President Rochelle Rose at [email protected], or phone (805) 682-4711 x179.