Donor Advised Funds vs Private Foundations vs Supporting Organizations 11/15/2016

Presentation

At times individuals struggle to understand the distinctions between various charitable vehicles such as: donor advised funds, private foundations and supporting organizations.  In the world of charitable gift planning there is no “one size fits all” solution.  These charitable options offer a variety of alternatives to help people support the causes that are important to them.  The dialogue will focus on how to implement the best choice for charitable giving. 

Jennifer Rhoads is president of the Community Foundation for Southwest Washington.  Before joining the Foundation, Jennifer spent 15 years working extensively in financial planning and wealth management.  She has experience with a variety of professional financial planning services for affluent clients, including charitable planning, trust and estate services.   Jennifer is a Certified Financial Planner and a graduate of the Pacific Coast Banking School.  She graduated from Washington State University, Pullman with a Bachelor of Arts Degree in Communication from the Edward R. Murrow School of Communications.