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American Institute of CPAs - Personal Financial Planning (PFP)

Dec 20, 2019

Guest: Nadine Gordon Lee, CPA/PFS, CFP®, Managing Director, Metro NY Offices & President, Colony Group Family Office

Philanthropic planning is a unique opportunity for CPAs to help clients plan to use their wealth to support the public good. In this episode, Nadine Lee, CPA/PFS shares how you can help clients simplify and optimize gifting to charities by establishing donor advised funds.

  • What are the top five reasons to use a donor advised fund?
  • What are the tax opportunities you need to know about?
  • How can clients use a donor advised fund to make a donation of cash/marketable securities?
  • What are the unique opportunities to make a qualified donation using complex assets?

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The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at to join our community and gain access to valuable member-only benefits.

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