FREE LIVE WEBINAR
Demystifying Donor Advised Funds
FEATURING:
Diana Frazier, Sr. Client Experience Leader, Veritus Group
Fernando Gonzalez, Regional Director, Mid-Atlantic, National Philanthropic Trust
Evan Linhardt, VP, Advisor to Non-Profits, Foundations & Families, Bernstein Private Wealth Management
Jeff Schreifels, Principal, Veritus Group
Fernando Gonzalez, Regional Director, Mid-Atlantic, National Philanthropic Trust
Evan Linhardt, VP, Advisor to Non-Profits, Foundations & Families, Bernstein Private Wealth Management
Jeff Schreifels, Principal, Veritus Group
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Does your organization have the potential to bring in more revenue from Donor Advised Funds, but you’re not sure how to go about it? You’re not alone! Many of our clients have questions about how to make the most of DAF accounts.
Donor Advised Funds, or DAFs, are an unrealized opportunity for many non-profit organizations. At the end of 2020, there was $141 billion in undirected assets, and 2021 saw record grantmaking through DAFs. Yet many organizations have been slow to adapt to this rapidly growing opportunity for charitable giving.
Join us for this free webinar featuring special guests Evan Linhardt, VP and Advisor to Non-Profits, Foundations & Families at Bernstein Private Wealth Management, and Fernando Gonzalez, CAP®️, Regional Director, Mid-Atlantic at National Philanthropic Trust. They’ll be sharing a few tips for how to talk with your donors about giving through a Donor Advised Fund, and together we’ll discuss how you can encourage giving from DAFs to further your mission. We hope you can attend!
THIS FREE WEBINAR WILL COVER…
Donor Advised Funds, or DAFs, are an unrealized opportunity for many non-profit organizations. At the end of 2020, there was $141 billion in undirected assets, and 2021 saw record grantmaking through DAFs. Yet many organizations have been slow to adapt to this rapidly growing opportunity for charitable giving.
Join us for this free webinar featuring special guests Evan Linhardt, VP and Advisor to Non-Profits, Foundations & Families at Bernstein Private Wealth Management, and Fernando Gonzalez, CAP®️, Regional Director, Mid-Atlantic at National Philanthropic Trust. They’ll be sharing a few tips for how to talk with your donors about giving through a Donor Advised Fund, and together we’ll discuss how you can encourage giving from DAFs to further your mission. We hope you can attend!
THIS FREE WEBINAR WILL COVER…
- An overview of Donor Advised Funds and the opportunity they present
- Strategies to encourage giving from Donor Advised Funds
- Live questions from you and your colleagues!
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Evan Linhardt serves as an Advisor to non-profits, foundations, and families to design investment strategies that align and allow them to fulfill their missions to maximize impact. By deeply understanding his client’s complex issues, challenges, and goals, he can bring the depth and scope of Bernstein research, talent, and the vast network to his clients to plan and execute on the appropriate investment strategy. As a former non-profit leader and public service executive, he brings a depth of knowledge and experience to his role and a passion for being a part of your organization, family, or foundation’s quest to make an impact.
As Vice President and Financial Advisor in the Philadelphia office of Bernstein Private Wealth Management, Evan creates holistic and customized analyses and leads the investment effort for high-net-worth families, individuals, trusts, foundations, non-profits and endowments which can include planning, strategy, and education for multigenerational wealth transfer, non-profit and foundation boards. Prior to joining the firm, Evan served as Director of Development at Philadelphia School Partnership, the largest education non-profit in Philadelphia. Before that, he was the first Chief Information Technology Officer for the New Jersey Department of Education. Evan earned a BA, summa cum laude, from Syracuse University, and MS in from the University of Pennsylvania.
He currently serves on three boards, LiveWell, Sow Good Now and the South Jersey Community Foundation to further impact on his community and leverage his expertise.
He resides in Collingswood, NJ with his wife and two daughters.
As Vice President and Financial Advisor in the Philadelphia office of Bernstein Private Wealth Management, Evan creates holistic and customized analyses and leads the investment effort for high-net-worth families, individuals, trusts, foundations, non-profits and endowments which can include planning, strategy, and education for multigenerational wealth transfer, non-profit and foundation boards. Prior to joining the firm, Evan served as Director of Development at Philadelphia School Partnership, the largest education non-profit in Philadelphia. Before that, he was the first Chief Information Technology Officer for the New Jersey Department of Education. Evan earned a BA, summa cum laude, from Syracuse University, and MS in from the University of Pennsylvania.
He currently serves on three boards, LiveWell, Sow Good Now and the South Jersey Community Foundation to further impact on his community and leverage his expertise.
He resides in Collingswood, NJ with his wife and two daughters.
Fernando Gonzalez, CAP® is Regional Director, Mid-Atlantic at National Philanthropic Trust (NPT). As a Regional Director, he cultivates relationships with financial advisors in DC, DE, IN, MD, MI, OH, PA and WV, providing consultative support to help clients achieve their philanthropic goals. He is based in Philadelphia, PA.
Prior to joining NPT, Fernando was Vice President and Relationship Strategist for PNC Wealth Management in the Philadelphia region. Earlier in his career, he served as a Financial Advisor for Merrill Lynch, and as a Senior Mortgage Consultant with Prudential Fox & Roach Realtors.
Currently, he is President of the Board for the Delaware Valley Legacy Fund, among other volunteer leadership positions. Fernando holds a Master of Business Administration from the University of Maryland, focusing on Finance and Global Business, and a Bachelor of Music from Colorado State University.
Prior to joining NPT, Fernando was Vice President and Relationship Strategist for PNC Wealth Management in the Philadelphia region. Earlier in his career, he served as a Financial Advisor for Merrill Lynch, and as a Senior Mortgage Consultant with Prudential Fox & Roach Realtors.
Currently, he is President of the Board for the Delaware Valley Legacy Fund, among other volunteer leadership positions. Fernando holds a Master of Business Administration from the University of Maryland, focusing on Finance and Global Business, and a Bachelor of Music from Colorado State University.
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