Tax Advantages of Using a Donor Advised Fund for Your Charitable Giving

February 21, 2019
11:00 AM - 1:00 PM
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Federal Reserve Bank, 524 Liberty Parkway
524 Liberty Parkway
Birmingham, AL 35242
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Tax Advantages of Using a Donor Advised Fund for Your Charitable Giving
Presented by: Jim Bradford, CAP®

Join us Thursday, February 21st as we welcome Jim Bradford, of the National Christian Foundation Alabama to speak on the topic of charitable giving through a Giving (Donor Advised) Fund. There are many benefits of using a Giving Fund for your charitable giving. Some of those benefits are it simplifies giving by using the internet, you can set up recurring grant schedules, the ease of tax preparation, making sure that all donations are tax deductible by using it for all of your giving and training children/grandchildren in generosity. However, the biggest benefit of a Giving Fund is the tax savings available by giving out of Non-Cash assets or alternative assets such as business interests, real estate, life insurance etc…. The majority of Americans do most of their giving out of their cash reserves even though most American’s wealth is primarily in the form of Non-Cash (primary home, secondary home, business interest, stock portfolio, retirement account etc…). National Christian Foundation’s specialty or “sweet spot” is helping donor’s unlock these Non-Cash assets for charitable giving while showing them how to save HUGE amounts in taxes! Jim will educate us on how a Giving Fund through NCF works as well as how it can be used in some very creative ways to offer huge tax savings for us and our clients.

Jim Bradford is the Vice President of NCF Alabama. After working in the family Food Brokerage business for 20 years, Jim earned his real estate license in 2000 and purchased a company named The Buyer’s Agent, Bradford Realty. In 2004 he earned his broker’s license and became the company’s Qualifying Broker. In 2012 he joined NCF Alabama that was started in 2008 by his dad, Tom Bradford, as a Relationship Manager and is currently serving as Vice- President. In 2017, Jim earned the designation of Chartered Advisor in Philanthropy, CAP.

The meeting will be held at the Federal Reserve building in Liberty Park.  Lunch starts at 11:30, and we will move to our meeting room at 12:00 for the presentation and announcements.  We hope you can attend and look forward to seeing you at this month’s chapter meeting!

1 hour of CFP®, CFA and CPA  CE approved

Thursday, February 21st                11:30-1:00PM                       Federal Reserve Bank

Season Ticket Holders and Partners email Pat.

Unless otherwise specified, all meetings are on the 3rd Thursday

Time: 11:30 AM – 1:00 PM
Location: Federal Reserve Bank, 524 Liberty Parkway
Directions and parking information here

Format: Eat together in a gourmet style cafeteria until 11:55, then move to conference room for presentation. Food is not allowed in conference rooms. Please RSVP and arrive on time to enjoy lunch and the speaker.

Registration: $15 members, (see below for Guest Policy)

RSVP: by the Friday before the meeting.
Season Ticket holders must RSVP by email to fpaofnorthalabama@gmail.com.

This is a two-step process. Both registration & payment must be received.

The Federal Reserve is a secure facility. The doors will be opened 11:30 – 11:45.
FPA is committed to pay for each reservation made. If you cannot keep your reservation, notify Pat by Friday before the meeting. No shows who fail to cancel will be billed $20.

To pay by mail: Please make checks payable to FPA of North Alabama and mail to:

Pat Morris
FPA of North Alabama
PO Box 26607
Birmingham, AL 35260-0607

FPA Guest Policy
Effective 1-1-2014

In an effort to boost membership, we have removed the financial incentive to be a continual guest at chapter meetings. All first-time guests may attend chapter meetings at no charge. A guest’s second and all further meetings require a $50 charge. As an incentive to join, members receive great discounts for chapter meetings, our membership outing, and the Symposium, plus access to free CE in the Journal of Financial Planning. Between the networking, the continuing education, and the advocacy of our profession, we believe that the cost of membership is far exceeded by the value.

Tickets

$15.00 Monthly Chapter Meeting Member Ticket

$0.00 Monthly Chapter Meeting First-Time Guest Ticket

$50.00 Monthly Chapter Meeting Returning Guest Ticket