The Whitefish Community Foundation and Mason Investment Advisory Services, Inc. Present:

Charitable Planning in 2025

Charitable Planning in 2025 is a continuing education session inclusive of two modules.

The first is titled “Strategic Charitable Gift Planning: Maximizing Tax Benefits and Client Philanthropy.”

This 1-hour CE program focuses on helping professional advisors develop strategies to include charitable gift planning in their estate and financial planning for clients. The session will focus on tax considerations, developing a charitable giving model and charitable giving strategies. Participants will learn to identify ways to maximize charitable tax deductions and how to align charitable giving goals with those of the charity. The speaker will also review recent legislation and ways new rules have impacted a taxpayer’s ability to deduct charitable contributions, plus the broader impact on charitable giving. Participants will learn how to develop a charitable giving model using an eight-piece framework as well as important factors to consider when building a charitable giving model for the client. Finally, the speaker will conduct a deep dive into charitable giving strategies, highlighting how and when to deploy each strategy to support the client’s charitable goals.

The second is titled “Maximizing Philanthropy: Leveraging Donor Advised Funds in Charitable Planning.”

This 1-hour CE program focuses on helping professional advisors deepen their knowledge of the donor advised fund (DAF) giving strategy as part of their estate and financial planning for clients. Participants will learn how to identify clients who may benefit from a DAF, including those with appreciated assets, and how to start a conversation about giving. The session will focus on how DAFs work and potential benefits they can provide to the clients of professional advisors. The speaker will present a comparison of DAFs and alternative charitable vehicles including private foundations. Participants will learn about the tax advantages of DAFs as well as different types of DAFs that are available such as through national organizations, religions organizations and community foundations. Participants will also learn about potential changes on the horizon for DAFs stemming from proposed IRS regulations introduced at
the end of 2023. Finally, the speaker will share real world case studies of DAFs in action and demonstrate some of the ways a professional advisor’s client can benefit from partnering with a community foundation when setting up a DAF.

Presenters from Mason Investment Advisory Services, Inc.

Allison Gormier, CFP^®
President – Institutional Division, Mason Investment Advisory Services

Allison Gormier, CFP®, President — Institutional Division, joined Mason Investment Advisory Services, Inc. in July 2008. Prior to that date, Ms. Gormier worked for Merrill Lynch as a financial advisor in the Global Wealth Management division. She received a Bachelor of Science in Finance from George Mason University in 2005. She received her CERTIFIED FINANCIAL PLANNER™ certification in 2012. Ms. Gormier is a permanent voting member of Mason’s Investment Committee and a member of Mason’s Management Committee. Ms. Gormier became President of the Institutional Division at Mason in September 2024.

Eric Rife, CFP^®
Financial Planner, Mason Investment Advisory Services

Eric Rife, CFP®, CPWA®, Financial Planner, joined Mason Investment Advisory Services, Inc. in June 2015. He received a Bachelor of Science in Applied Economic Management with an Option in Financial Planning and a minor in Actuarial Science from Virginia Polytechnic Institute and State University in 2015. He received his CERTIFIED FINANCIAL PLANNER™ certification in 2016 and his Certified Private Wealth Advisor® certification in 2021.

Date
November 4, 2025

SCHEDULE
8:30 a.m. to 10:30 a.m.

LOCATION
Virtual

Cost
FREE

Learning objectives include:

• Identify limitations on charitable contribution tax deduction including six (6) factors that can affect a taxpayer’s ability to deduct charitable contributions.
• Name eight (8) considerations when developing a charitable giving model for the client that accounts for sufficiency of assets and future capital needs.
• Identify eight (8) charitable gifting strategies that can be deployed to support your client’s charitable goals.
• Understand the “Give, Grow, Grant” framework underlying how DAFs work and be able to list three (3) key benefits DAFs can potentially provide to donors as well as four (4) criteria to consider when determining if a DAF is appropriate for a client.
• List two (2) scenarios where a DAF might not be the most advantageous giving strategy.
• Describe the proposed IRS and US Treasury regulations for DAFs and implications for community foundations, donors and professional advisors.
• Identify three (3) types of DAFs that can help meet the needs of donors who want to give back to their community.
• Discuss ways to start a conversation around a client’s wishes for philanthropic giving, including three (3) potential questions to ask as well as how to work with a community foundation as your partner so both charity and donor benefit.

Who should attend?
Estate Planning Attorneys, Certified Public Accountants, Certified Financial Planners, Bank Trust Officers, Insurance Agents, Chartered Financial Consultants, and any other professional advisors interested in improving their charitable planning knowledge to build their private client practices.

Registration Link:
[TBD]
For registration questions, please call or email:
[TBD]

Continuing Education Credits:

• Chartered Financial Consultants (ChFC^®) may earn [TBD] credits.  Please note that ChFC^® credits are self-reported and may or may not be approved by the American College.
• CPAs may earn [TBD] continuing professional education credit.
• American Bankers Association (ABA) Professional Certifications has approved “Charitable Planning in 2025” for: [TBD] CE credits. ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. This statement is not an endorsement of this program or its sponsor.
• Certified Financial Planners may earn [TBD] continuing education credit.
• Attorneys may earn [TBD] general continuing legal education credit.
• Insurance Agents may earn [TBD] continuing education credit.

Prerequisites:
None

Advanced Preparation:
None

Program Level:
Overview

Delivery Method:
Virtual

Conference Policies:
For more information related to this program, please contact:
TBD

For information related to complaints, please contact:
Will Thorpe
Chief Marketing and Development Officer
Mason Investment Advisory Services
11921 Freedom Drive
Suite 1000
Reston, VA 20190
T: (703) 716-6000
F: (703) 716-6020
wthorpe@masoncompanies.com
www.masoncompanies.com

Mason Investment Advisory Services, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.