Bozeman Magazine

About this Event:

This collaborative, interdisciplinary event explores the many ways Donor Advised Funds (DAFs) can support clients’ financial, philanthropic, and planning goals. Through expert-led sessions and real donor experiences, you’ll gain practical insights from legal, financial, nonprofit, and philanthropic perspectives. From tax planning and wealth management to legacy conversations and family engagement, this gathering offers strategies to enhance your practice—and your client relationships.

Session Agenda:

• Lunch + networking
• DAFs 101: How they work, what’s changed, and why they matter
• Tax Strategy: How CPAs optimize DAFs for timing and deductions
• Wealth Management: Integrating philanthropy with portfolio
• Legal Insights: Estate planning considerations and donor intent
• Nonprofit View: Ensuring DAFs drive impact in our community
• Donor Voices: Real stories of motivation, challenges, and results
• Panel Q+A
• Happy Hour

Meet the Speakers:

• Traci Weller, Senior Managing Director of Estate, Trust and Gift Planning | MSU Alumni Foundation
• Bridget Wilkinson, President & CEO | One Valley Community Foundation
• Jasmine J. Morton, Associate | Crowley Fleck, PLLP
• Tiffany Marshall, Trust Consultant | Raymond James Trust
• Nicole Conner, Charitable Consultant | Raymond James Trust
• Dotty Ballantyne, Fundholder| One Valley Community Foundation

If you have general event questions, please contact Traci Weller at traci.weller@msuaf.org. If you have questions about sponsorship or event accessibility concerns, please contact Jill Ellwood at jill@onevalley.org.