Charitable Foundations: Getting Started (Webinar)

 

Many credit unions are considering creating a charitable foundation as a way to provide institutional structure for their giving program. However, there are several preformation decisions to be made to be compliant with various federal and state laws. Whether or not you decide to establish a foundation, you can still take advantage of charitable donation accounts, a hybrid vehicle for charitable giving and investments. Learn more about:

1. What is a charitable donation account
2. How a charitable donation account supports your giving program
3. Key steps to forming a foundation
4. Overview of key compliance concerns for foundations

Download handouts  »

Charitable Foundations: Getting Started | BFB Gallagher 2016 from NAFCU Services Corporation

Expert Presenters

Chris Burns-Fazzi, Principal, BFB Gallagher
For nearly 35 years, Christine Burns-Fazzi has been focused on executive compensation and benefits. Her experience includes nonqualified plans for corporations and not-for-profits. She specializes in nonqualified plan design, implementation, and administration in both public and closely held corporations. Chris is a popular speaker at industry events and conferences around the country, including the 2016 Volunteer Leadership Institute.

Through Chris’s work with credit unions, she became immersed in the “people helping people” philosophy. Her passion for helping others is reflected in the work of the BFB Foundation, which she founded in 2011. The BFB Foundation is dedicated to elevating women and the communities in which they live. Both BFB and the BFB Foundation reflect the values and ideals of the credit union industry.

Chris earned her Bachelor of Science in Accounting and an MBA in Finance from Rutgers University in New Jersey. She has been a Chartered Life Underwriter and Chartered Financial Consultant since 1985. Prior to the founding of Benmark East (predecessor to Burns-Fazzi, Brock), Chris was the Principal of Morehead Consulting.

 Contact Chris »

Brenna Davenport, Associate, PoynerSpruill
Brenna Davenport practices primarily in two areas of law, employee benefits and business law. In the area of employee benefits, she represents clients in the design, implementation and administration of retirement, welfare, fringe, and executive compensation plans. In the area of business law, Brenna advises small and midsize closely held corporate clients and non-profit entities regarding a broad range of corporate transactional matters.

Brenna earned her Bachelor of Science from the University of South Carolina and her Juris Doctor from the Wiggins School of Law at Campbell University in North Carolina.

Read full bio and contact Brenna »