GIFT PLANNING VEHICLES

General

Donor-advised funds are increasingly popular and are now offered by a wide-range of providers in Canada. However, there is still significant confusion about what a DAF is and what the benefits and restrictions of DAFs are. This panel presentation will include panellists from different kinds of charities that operate donor-advised funds as well as charities that receive donor advised funds. The panellists will provide unique perspectives on DAF issues, respond to some of the concerns and take audience questions.

Christall Beaudry, CNIB Foundation-Saskatchewan; Michael Blatchford, LL.B., Norton Rose Fulbright Canada; Terri-Lynn Brown, Aqueduct Foundation; Calvin Fong, Vancouver Foundation; Darren Pries-Klassen, CFP, Abundance Canada