Smart Charitable Giving Strategies During a Pandemic

Event Details:
When: November 5, 2020 12:00 pm – November 5, 2020 1:30 am
Location: Online

Cost To Attend:
Nonmembers –
VBSR Members –

Registration is open

These are extraordinary times and the need for charitable giving is overwhelming. Learn how you can maximize your philanthropic efforts this year, and join us for our next virtual roundtable event: “Smart Charitable Giving Strategies During a Pandemic”.

Hosted by Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial and featuring Phil Tobin, Chairman/President of the Hudson, Ohio based iGiftFund and one of the true pioneers in the development of donor advised funds (DAFs). Phil’s 33 years of experience with DAFs is arguably the longest in the industry and throughout that time he has helped donors and their financial advisors establish over $4 billion in donor funds on virtually all custodial platforms. For more information about Phil and iGiftFund visit

Attend this event and learn about Qualified Charitable Distributions from IRAs, Direct Gifts, DAFs, how to use a Designated Fund, Field of Interest Funds, Program Related Investments, and Private Foundations. Phil and Michael will discuss new ways of thinking about your giving, tools and strategies that have the greatest impact, and changes in the rules that all charitable donors should be aware of this season. GivingTuesday is a global day of generosity that will take place on December 1, 2020. We’re looking forward to a lively and informative discussion.