About the Event:
Use of Donor Advised Funds (DAFs) has been steadily on the rise for the last decade. DAFs have become an important part of conversations between financial advisors and their clients, as well as an estate planning tool. But charities should be discussing DAFs with their donors too as well as including them in their marketing materials. In this session you will learn how DAFs work, how they are incorporated into financial plans, and what your charity should be aware of to maximize giving from the donors who utilize them.
Thank you to Fred Hutchinson Cancer Center for hosting our meeting!
* You may register at the door, but lunch will not be available.
About the Speakers:
Renee Kurdzos, Executive Director, Planned Giving
Fred Hutchinson Cancer Center
Renee Kurdzos is the Executive Director, Planned Giving at Fred Hutchinson Cancer Research Center. Prior to working at Fred Hutch, Renee served as the Gift Planning Officer for Washington and Hawaii at American Red Cross, Development & Planned Giving Officer at University of Puget Sound and as the Director of Major Gifts & Planned Giving at the Seattle Repertory Theatre. Renee is a Board Member of the American Council on Gift Annuities.
She is the past Co-Chair of the Planned Giving Affinity Group for the National Association of Cancer Center Development Officers. She is also a Past President of the Washington Planned Giving Council and past Board Member of Leave 10. She has a Masters of Science in Taxation and a Certificate in Estate Planning from Golden Gate University, and has achieved the designation of Certified Gift Planning Specialist through the Institute for Philanthropic Studies at California State University Long Beach.
Renee has worked in development for over 20 years and in planned giving for 17. She lives in West Seattle with her husband Kevan, daughters Zoe and Margaret, and dogs Abbey and Jack.
Mike Milojevich, CFP ®, Lead Advisor & VP of Client Service, Highland Private Wealth Management
Mike Milojevich has over two decades of experience helping successful individuals and families achieve their financial goals. He thrives on providing clients with a clear picture and plan for their unique financial situations and helping them navigate the everyday practical steps necessary to achieve financial freedom; transforming financial anxiety into financial flourishing.
The Milojevich family believes in the importance of giving back to the community and the joy and fulfillment it brings. Mike and his family are active in their local church, their children’s school, and the local food bank. Mike also serves on the board of the Fred Hutch Planned Giving Advisory Committee as well as on SPU’s School of Business, Government, and Economics Executive Advisory Board.
Mike grew up in Southern Oregon, then moved to Queen Anne to attend Seattle Pacific University where he met his wife Katie. They and their two children live on the Sammamish Plateau. Mike enjoys coaching and watching his children’s sports activities; hiking, mountain biking, and golfing; and cheering on the Seahawks.