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ECF sets info session on donor advised funds

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When an Evanston men’s short story discussion group decided to establish an award for short story writing at Evanston Township High School, it turned to the Evanston Community Foundation to set up a donor advised fund to help collect funds and distribute them to the budding authors.

To help others who want to do something similar, the foundation will host an information session,  “Donor Advised Funds: What ECF Can Do for You,” on Thursday, June 15, from 8:15 to 9:30 a.m. in the Rotary Conference Area at One Rotary Center, 1560 Sherman Ave.

The event is free and open to the public, and continental breakfast will be served. Advance reservations are requested and may be made online or by phone at (847) 492-0990.

Wealth planning expert Kirk Hoopingarner, a partner in the Trusts and Estates and Tax-Exempt Organizations Practice Groups at Quarles & Brady, LLP will explore the tax advantages of establishing donor advised funds while empowering individual philanthropy. 

Remarks will be made by ECF’s Investment Council Co-chair Ralph Segall, Chief Investment Officer at Segall, Bryant & Hamill, and Investment Council Co-chair Bill Blanchard, Financial Advisor, Private Wealth Management, UBS. 

Mr. Segall and Mr. Blanchard will explain how establishing a donor advised fund at ECF is an investment which also supports the local community. 

Founded in 1986, the Evanston Community Foundation  builds, connects, and distributes resources and knowledge to Evanston. Additional information is available on the organization’s website.

 

 

Charles Bartling

A resident of Evanston since 1975, Chuck Bartling holds a master’s degree in journalism from Northwestern University and has extensive experience as a reporter and editor for daily newspapers, radio stations and business-oriented magazines.

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