Complimentary Luncheon

for Financial Advisors, Attorneys and Accountants

Topic: Donor Advised Funds
Hosted by the Mequon Community Foundation


2020 is less than 80 days away!
That means end-of-year planning discussions with your clients.

If you have charitably-inclined clients, Donor Advised Funds (DAFs) might be a part of your giving strategy. DAFs work like a charitable investment account, and provide an easy, flexible and tax efficient method of supporting qualified charities and foundations.

Join us and our DAF experts for a complimentary lunch discussion on the suitability of DAFs, and why introducing MCF to your charitably-inclined clients might make sense.

Special guest speakers:

  • Matt Richmond, Principal Officer/LPL Financial Advisor, Richmond Investment Services
  • Ryan Gray, LPL Financial Advisor and CFP, Richmond Investment Services
  • Rich Behrendt, Estate Planning Attorney, Behrendt Law, LLC
  • Derrick Hubbard, Tax and Accounting Manager, Integrated Management & Accounting
Note: MCF is seeking experts to serve on our Giving Advisory team. Please let us know if you have interest in partnering with MCF to help guide our donors on how best to deploy their charitable gifts.