Program will be presented in-person only in Room 105 of the Community Service Building. Validated parking in the Community Service Garage, 111 W. 11th Street, Wilmington, DE 19801.
Please note: If the "FULL" sign is lit at the garage, please let the attendant know you are going to a meeting in the Community Service Building. CSB allows space for AFP program attendees. Bring your parking ticket to the program for validation.
8:30 a.m. - Doors Open / Networking
9:00 - 10:00 a.m. - Program
$15/AFP Member; $35 Non-Member
Join us for an interactive session to learn about the many different charitable giving options available to your donors. During this session, Alex DelCollo will discuss donor-advised funds, life insurance, qualified charitable distributions, charitable trusts, charitable gift annuities, securities, and personal property. You will learn about how each gift can impact the donor, including the tax treatments of each type of gift, as well as the implications for your organization and/or the donor’s family. As an added bonus, this session will help you determine if your organization set up properly to receive these types of gifts.
Presenter: Alex DelCollo, Financial Advisor, Diamond State Financial Group
About the Presenter
Alex DelCollo is a Financial Advisor at Diamond State Financial Group. She specializes in working with nonprofit organizations and professionals, business owners, and individuals preparing for retirement. Alex worked in the nonprofit world for over a decade prior to her career as an advisor.
Approved for 1.0 CFRE Education point
* Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
* Financial advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.