Donor Advised Funds 2.0

  • September 09, 2020
  • 12:30 PM - 1:30 PM
  • Webinar

Registration

  • Includes: One complimentary registration; Listed as Event Sponsor with logo in event promotion and event program; Recognition as Event Sponsor from the podium; and One exhibit table, as event space permits.

Registration is closed

More about Donor Advised Funds 

After the success of last year's introductory program, we are ready to dig deeper into the benefits and challenges of donor advised funds. Hear from our new panel of experts who will help us explore the ins-and-outs of how to guide your donors through the DAF process and how to make these funds work for the future of your organization.

About the Speakers

Jennifer Farrell
Executive Director
Community Foundation of Harford County

Jennifer joined the Community Foundation of Harford County (CFHC) in March of 2020, where she oversees the foundation’s 63 donor advised, agency, field of interest and scholarship funds as well as all development and program activities. Prior to her work at CFHC, she held varying positions at the Baltimore Community Foundation over a span of 12 years, including work on a successful capital campaign and serving as the main contact for over 400 funds. Jennifer’s passion is helping individuals and families realize that they can make a difference in their community, and that philanthropy is not solely for the wealthy.


B. Thomas Lawson, Jr.
Managing Director, Bank of America Philanthropic Solutions

Tom Lawson is a Senior Philanthropic Specialist for Bank of America’s Philanthropic Solutions Group.  In this role, Mr. Lawson works with public charity endowment/foundation, private foundation and donor advised fund new business opportunities and clients.  Mr. Lawson has over 37 years of professional experience working with individuals, families and philanthropic organizations.

Mr. Lawson holds the Chartered Advisor in Philanthropy designation and is a member of The National Association of Charitable Gift Planners and Advisors in Philanthropy.

Previously, Mr. Lawson served as Senior Vice President for Donor Services for the Winston-Salem Foundation, Associate Vice Chancellor for Development for Appalachian State University and Director of Development for the School of Design, North Carolina State University. 

Mr. Lawson currently serves as Board Member for Samaritan Ministries, Board Member for Mount Tabor Community Baseball Backers, Advisory Board Member for Haiti Outreach Ministries and President of the Sigma-Upsilon Alumni Association. 


Michael I. Friedman, J.D., CAP
Senior Vice President, Philanthropic Planning and Services

Michael has been with The Associated since 1994, and has served as the Vice President and Senior Vice President for Planned Giving and Endowment since 1999. With a background in law and charitable gift planning, Michael oversees the Legacy and Endowment Department work in charitable gift planning and development of endowments, capital gifts, charitable remainder trusts, gift annuities, philanthropic funds and supporting foundations. He works with donors and their advisors to develop tax-wise gift plans that reflect the donor’s financial, estate and charitable planning goals, and, where appropriate, foster intergenerational succession.

Our panel will be moderated by Rock Schuler, CPGC Board Member and Director of Stewardship for the Holy Trinity Catholic School and Church.

Thank You to our Chapter Gold Sponsors


Thank you to our Special Communications Sponsor


Sponsorship Opportunities

Event Sponsorship includes one complimentary registration, listing as Event Sponsor with logo in event promotion and event program, recognition as Event Sponsor from the podium, and one exhibit table, as event space permits.


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