information session explaining donor advised funds

May 24, 2017 | ECF Press Release

The Evanston Community Foundation (ECF) 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. The event is free and open to the public, and continental breakfast will be served.

The event will be held in the Rotary Conference Area at One Rotary Center, 1560 Sherman Avenue, Evanston.

speakers and topics

The event will be led by wealth planning expert Kirk Hoopingarner, a partner in the Trusts and Estates and Tax-Exempt Organizations Practice Groups at Quarles & Brady, LLP. Mr. Hoopingarner 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.

This information session is free and open to the public, and continental breakfast will be served. Reservations recommended.

about the foundation

Founded in 1986, the Evanston Community Foundation helps Evanston thrive now and forever as a vibrant, inclusive, and just community. It builds, connects, and distributes resources and knowledge to Evanston – not just one group, neighborhood or issue – all of Evanston. ECF stands ready to be a thought partner, a collaborator, an investor, a facilitator, and most of all a convener to grow impact. Follow us on Facebook, Twitter and Instagram.