Private Wealth Management, U.S. Bank

Donor Advised Funds—The Good, The Bad, and The Not So Ugly sponsored by Mansour Gavin, LPA

Date: Tuesday, September 11, 2018
Time: 11:30am - 1:30pm
Location: The City Club of Cleveland, 850 Euclid Ave., 2nd Fl., Cleveland, OH 44114
Speaker: Alan Gross, Esq. and Matthew Kadish, Esq.

About the Program
Over the last 25 years, Donor Advised Funds (DAFs) have grown from a rarely used to the most significant planning vehicle in all of philanthropy. What happened to make DAFs so popular with donors and their advisors? And are DAFs still as relevant after tax reform? Our presentation will focus on DAF mechanics, planning opportunities and challenges (including contributions of illiquid property), potential pitfalls, and consideration of alternative vehicles (like a private foundation or a supporting organization).  

About the Speakers
Alan Gross
retired as Vice President of the Jewish Federation of Cleveland in March, 2018.  His responsibilities included endowment development and tax policy related to charitable giving and exempt organizations. He continues to serve as Co-Chair, Jewish Federations of North America Domestic Affairs Cabinet Charitable Giving and Incentives Workgroup and a board member of the National Center on Nonprofit Enterprise. Mr. Gross was named the 2012 James P. Conway Mentor of the Year by the Northern Ohio Planned Giving Council. In April, 2018, Mr. Gross was named as the Distinguished Estate Planner of the Year by the Estate Planning Council of Cleveland. Mr. Gross is a 1970 graduate of Kenyon College, Gambier, OH, and a 1974 graduate of Vanderbilt University School of Law, Nashville, TN. He practiced law in Cleveland prior to joining the Federation in 1984. Mr. Gross served in the U.S. Army Reserves and retired in 1996 with the rank of lieutenant colonel. Mr. Gross’s wife, Joan, is a practicing attorney in Cleveland. His son, Michael, is a healthcare lawyer in Columbus. His daughter, Amy, is a commercial banker in Colorado.

Matt Kadish is an attorney and shareholder in the Cleveland law firm of Kadish, Hinkel & Weibel.  His practice covers a wide range of tax-related areas, including estate planning and business succession, foreign bank account reporting (FBAR) and related issues, entity taxation, exempt organizations, and representation of clients before the Internal Revenue Service and U.S. Tax Court. Matt formerly served as an attorney-advisor to Judge Herbert L. Chabot of the U.S. Tax Court, and received his LL.M. in Taxation from New York University School of Law, his J.D. from Case Western Reserve University School of Law, and his B.A. from Williams College.  Prior to practice in Cleveland, he practiced in Honolulu, Hawaii, and Washington, D.C.  Matt has spoken nationally on various tax- and estate-planning related topics.  He is a Fellow of both the American College of Trust and Estate Counsel (ACTEC) and the American College of Tax Counsel (ACTC), and was named Best Lawyers’ Cleveland Tax Law “Lawyer of the Year” for 2013 and 2015.  Matt is listed in Best Lawyers in America (Tax - Litigation & Practice, and Trusts and Estates) and as an Ohio Super Lawyer (Tax).  The Estate Planning Council of Cleveland awarded Matt its 2010 Exceptional Service Award for his contributions to the estate planning community in the tax, federal legislation and estate planning areas, and named him its 2013 Distinguished Estate Planner.  In his abundant free time, Matt represents the nation’s small businesses with the Small Business Council of America (SBCA), the voice of privately owned business in Washington on income and estate tax, benefits and health care matters.   He has served for many years as the SBCA’s Vice-President of Legislation, and testified in 2007 at the invitation of the U.S. Senate Finance Committee on what tax relief would help small businesses.  Since 2012, Matt has served as CEO of the SBCA.

Laura B. Springer, CRPC, CFP® │ 2018-2019 Program Chair

Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only.  Meeting cost is $25 for members when paid in advance before noon 09/10/18, $40 for members at the door, $40 for guests and $200 for a table of six (please submit names to admin@epccleveland.org by 09/07/18).  If you reserve and are unable to attend, please call the office to cancel by noon 09/10/18 to avoid a no-show reservation billing.

Continuing Education – EPC Cleveland will request approval for this program from the CFP® Board of Standards for CFP® designation holders. EPC has received approval from the Supreme Court of Ohio for Ohio attorneys to receive CLE credit. EPC Cleveland will request credit from the Ohio Department of Insurance. A certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.  

To Reserve, click "Register Now" below.


Thank you to our sponsor:


Parking Options

Option 1:  Reduced parking fees are available on a space-available basis at Ampco Euclid Gateway Garage (740 Euclid Ave., entrances on Euclid & Prospect) to those who enter after 11:01 am and exit before 2:29 pm.  Guests should present ticket to the reception desk at The City Club for validation.  After validation and if within the timing restrictions, the parking fee is $3.

Option 2: Through a special arrangement between The City Club and The Metropolitan at the 9 (2017 E. 9th Street, Cleveland, Ohio 44115), guests are able to take advantage of a $10 valet rate.  To take advantage, tell the valet you are attending an event at The City Club.  Once at The City Club, pick up a blue ticket from the reception desk.  Present this ticket to the valet upon claiming your car.  This option is available to those who park at or later than 11:01 and pick up their vehicle before 2:29 pm.

*Prices and timing restrictions subject to change without notice.

Register Now

Add to My Outlook Calendar (see Google Calendar Instructions)

See Upcoming Event Calendar