NORTHERN VIRGINIA ESTATE PLANNING COUNCIL

Join us on Tuesday, May 7, 2019, for our Joint Council Membership Meeting with the Washington, D.C. Estate Planning Council and the Estate Planning Council of Montgomery County, Maryland.

Meeting Details:

• The Key Bridge Marriott - 1401 Lee Highway, Arlington, VA 22209
• Registration and Networking: 5:00 - 5:30 pm
• Presentation: 5:30 - 6:30 pm
• Cocktail Reception: 6:30 - 8:00 pm

This event has been approved for 1.0 CFP credit. You will be asked to complete a form at the event - please have your CFP # available.

About the Presentation:

This panel discussion, led by Eileen Ellsworth and Ted Hart, will focus on two important aspects of Donor Advised Funds (DAFs): the evolution of community foundations and DAFs, and the flexibility of DAFs. The discussion will be moderated by NVEPC Board Member, Melinda Merk, Principal at McCandlish Lillard.

The presentation will begin with Eileen Ellsworth, President and CEO of the Community Foundation for Northern Virginia. For 100 years, community foundations across America have helped grow local philanthropy and connect donors to the community. They offer DAFs, scholarship funds, and other giving vehicles for charitably minded residents, while also doing the hard work of assembling unrestricted funds to help address local needs. Like many of the social innovations of the early 20th century, community foundations have stood the test of time, gaining influence and evolving to become ever more relevant and responsive to their regions. 

Eileen will discuss this evolution, sharing innovative ways DAF donors use the Community Foundation today to more effectively deploy their philanthropy. She will share the growing civic leadership role of community foundations and the impact of the new Tax Law on place-based philanthropy.  

Ted Hart, CEO and President of CAF America, will share practical insights on how DAFs enable donors to give illiquid real or personal property contributions domestically and internationally in a safe, easy, and effective manner. Ted will discuss the above within the context of the growing concerns around how the new Tax Law will impact domestic and international charitable donations.

Donor advised funds (DAFs) are well-known by now, but there’s one aspect of these vehicles that is yet to be fully understood: their flexibility. Many donors remain unaware of DAF’s suitability for illiquid asset donations, as well as their suitability for cross-border philanthropy. 

About the Speakers:

Ted Hart, ACFRE, CAP®

President & CEO, CAF America
President, CAF Canada

Ted Hart, ACFRE, CAP®, President and CEO, CAF America, brings 30+ years of experience in advising global philanthropy. As an internationally recognized speaker, Ted is an expert in both domestic and global philanthropic regulations and risk management. During his tenure as President and CEO, CAF America has witnessed exponential growth, significantly expanded its suite of services and dramatically increased the number of charities funded around the world.

Before joining CAF America, Ted served as President of an international consultancy firm, providing strategic solutions to major nonprofits and NGOs. He has co-authored Cross-Border Giving: A Legal and Practical Guide published by CharityChannel Press and six books published by John Wiley & Sons, including People to People Fundraising, Internet Management for Nonprofits and Fundraising on the Internet. Ted played a critical role in the creation of the green nonprofits movement and was the founder of the International ePhilanthropy Foundation. 

In addition to his Master in Public Administration (MPA) degree, Ted is a Chartered Advisor in Philanthropy (CAP), he holds the Advanced Certified Fundraising Executive (ACFRE) designation, which is held globally by less than 120 people, and is certified in Anti-Money Laundering (AML/CFT) by the Society of Tax and Estate Professionals (STEP). He is a member of both the Advisors in Philanthropy Foundation and The Philanthropy Roundtable.

Eileen Ellsworth 

President & CEO, The Community Foundation of Northern Virginia

Since becoming the President and CEO of the Community Foundation for Northern Virginia in 2005, Eileen has helped reinvent and reimagine the Community Foundation’s work and purpose. Today, it is an influential social and civic voice that helps grow local philanthropy and lead and convene the community. Last year, the Community Foundation awarded $7.1 million in grants and scholarships, a record level of impact,  and currently reports $66 million in charitable assets.   

Under Eileen’s leadership, the Community Foundation has launched the Community Investment Funds, the Innovation Fund, the Business Women’s Giving Circle, the Loudoun Impact Fund, the Environment Fund, the Healthy Kids Grants, the Permanent Fund, and the Opportunity Index for Northern Virginia, a data-rich dashboard of 29 data indicators reflecting the region’s health and well being. In recent years, the Community Foundation has also launched and now co-hosts with other leading Northern Virginia institutions the Shape of the Region Conference, an event dedicated to promoting more equitable and inclusive prosperity that marries our economic strength with the full breadth of our diverse community.  

Eileen currently serves on the Northern Virginia Chamber of Commerce Board, the Northern Virginia Regional Board for GO Virginia, and the Advisory Board for George Mason University’s Center for Innovation and Entrepreneurship.

​Moderator - Melinda Merk, JD, LLM, CFP®

Principal, McCandlish Lillard

This Session is Sponsored By:

Paladin Life Care

Details:

• Registration and networking begin at 5:00 pm and the presentation begins at 5:30 pm.
• NVEPC member registration fee: $45
• Guests warmly welcome when accompanied by a member. A guest fee of $80 applies.
• Reception and heavy hors d'oeuvres to follow the program.
• Complimentary parking is available.
• The Key Bridge Marriott is 0.3 miles from the Rosslyn Metro Station. The Blue, Orange and Silver lines are available at this station.
• Cancellation Policy: Guest registrations can be cancelled up to three (3) business days before the event, and must be in writing via email.  If the NVEPC member, or their guest, does not cancel the guest’s event registration or does not attend the event, then the NVEPC member will be charged the full guest fee.