The registration for this event has closed. If you have questions, please contact Maggie Rounds, firstname.lastname@example.org or 971-202-5965.
OCF CE LUNCHEON for Professional Advisors: More than Just Donor Advised Funds (Portland)
Speakers: OCF CEO and President, Max Williams, and Senior Philanthropic Advisor, Wendy Chou
Monday, April 22, 2019; 11:45 a.m. - 1:30 p.m.
Portland City Grill; 111 SW Fifth Ave., 30th Floor / Portland, OR 97204
Most people who are familiar with OCF know it to be a host for donor advised funds that can serve as an elegant way for donors to organize their philanthropy. What is lesser known are the myriad ways OCF has partnered with the Oregon Attorney General's Office, courts, and nonprofits to help resolve larger legal and community issues. In this luncheon program, OCF CEO and President, Max Williams, and Senior Philanthropic Advisor, Wendy Chou, will share what's happening behind-the-scenes of some recent headlines. Continuing education credits may be available pending application through the Oregon State Bar, Washington State Bar, Oregon Board of Accountancy and CFP Board. There is no charge for the meal and the program.
RSVP via this link by April 15th.
Questions? Contact Maggie Rounds at email@example.com or 971-202-5965
Special thanks to our event sponsor: Ferguson Wellman Capital Management