A Portfolio Approach to Planned Giving

Join DonorsTrust's Lawson R. Bader, President and CEO, and Jeff Zysik, Chief Financial Office and Chief Operating Officer, along with David Shaw, Publishing Director of Family Business Magazine, in a discussion of simple ways to help protect your charitable legacy.

The 2017 tax reform package took away many deductions, but the charitable deduction is still holding strong. This webinar will explore strategic planned giving tactics that allow you to maximize your philanthropic impact while minimizing your tax burden. We will discuss the use of a portfolio approach to planned giving, which allows you to support the causes you care about in a tax-efficient way, both in life and as part of your estate planning.

This webinar will focus on:

Lawson Bader

President & CEO, DontorsTrust

Lawson R. Bader is president and CEO of DonorsTrust and Donors Capital Fund, public charities protecting the intent of donors who value limited government, free enterprise, and personal responsibility. Through their donor-advised fund, DonorsTrust and Donors Capital Fund have granted over $1 billion to liberty-minded groups in academia, public policy, the arts, civics, medical and scientific research, religion, and education.

In addition to his foundation work, Lawson has more than 20 years of experience leading free-market research and advocacy groups, including the Competitive Enterprise Institute and the Mercatus Center at George Mason University. Prior to joining the “liberty movement” he held numerous positions at SRI International, the U.S. Senate Committee on Veterans Affairs, and Pierson, Semmes & Finley. He is a former weekly columnist with Human Events, and holds undergraduate and graduate degrees from Wheaton College (IL) and The Johns Hopkins University. He currently serves on the boards of the Atlas Network, State Policy Network, Oakseed Ministries International, and Solers, Inc.

Jeff Zysik

Chief Financial Officer and Chief Operating Officer, DonorsTrust

Jeff Zysik is DonorsTrust's Chief Financial Officer and Chief Operating Officer. He is also an attorney and accountant with fifteen years of tax planning experience, focusing primarily on sophisticated estate and income tax concepts. Before joining DonorsTrust, he was managing-director and co-founder of Charitable Entity Administration, LLC (CEA). Before launching CEA, Jeff served as Director-in-Charge of strategy development at my CFO's national tax group.

He also spent five years with KPMG LLP–one year in a tax practice office, three years with the firm's Washington National Tax Personal Financial Planning practice and a final year serving as Director-in-Charge of the firm's South Florida Personal Financial Planning practice. Admitted to the New York State Bar, Jeff holds a Bachelor of Accountancy degree from George Washington University, a Master in Public Accounting-Tax degree from the University of Texas at Austin, and a JD degree from George Mason University.

David Shaw

Publishing Director, Family Business Magazine

David Shaw is the publishing director for MLR Media. He also co-founded and serves as conference director of the Transitions conferences, the Private Company Governance Summit and Family Business Legacy. David writes frequently on governance issues for public and private companies, and develops and maintains close relationships with multi-generational family-owned businesses. He is married, with two grown children.