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All You've Ever Wanted to know about Planned Giving, co-hosted with DonorsT...

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The Boathouse at Hyatt Regency Sarasota

1000 Blvd of the Arts

Sarasota, FL 34236

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Join DonorsTrust CEO Lawson Bader and CFO Jeff Zysik as they go through the ins and outs of planned giving and why it's important to have your estate in place. How will your charitable intentions be managed after your lifetime? Perhaps more importantly, will they be managed in accordance with your principles?

Your after-death charitable giving – often called planned giving – gives you the opportunity to support the ideals of limited government, personal responsibility, and free enterprise as part of your estate and financial planning. Join us for some practical tips over lunch.



About the Speakers

Lawson R. Bader is president and CEO of DonorsTrust and Donors Capital Fund, public charities protecting the intent of donors who value limited government, free enterprise, and personal responsibility. Through their donor-advised fund, DonorsTrust and Donors Capital Fund have granted over $1 billion to liberty-minded groups in academia, public policy, the arts, civics, medical and scientific research, religion, and education. In addition to his foundation work, Lawson has more than 20 years of experience leading free-market research and advocacy groups, including the Competitive Enterprise Institute and the Mercatus Center at George Mason University. Prior to joining the “liberty movement” he held numerous positions at SRI International, the U.S. Senate Committee on Veterans Affairs, and Pierson, Semmes & Finley. He is a former weekly columnist with Human Events, and holds undergraduate and graduate degrees from Wheaton College (IL) and The Johns Hopkins University. He currently serves on the boards of the Atlas Network, State Policy Network, Oakseed Ministries International, and Solers, Inc.


Jeff Zysik is an attorney and accountant with fifteen years of tax planning experience, focusing primarily on sophisticated estate and income tax concepts. Before joining DonorsTrust, he was managing-director and co-founder of Charitable Entity Administration, LLC (CEA). Before launching CEA, Jeff served as Director-in-Charge of strategy development at myCFO’s national tax group. He also spent five years with KPMG LLP–one year in a tax practice office, three years with the firm’s Washington National Tax Personal Financial Planning practice and a final year serving as Director-in-Charge of the firm’s South Florida Personal Financial Planning practice. Admitted to the New York State Bar, Jeff holds a Bachelor of Accountancy degree from George Washington University, a Master in Public Accounting-Tax degree from the University of Texas at Austin, and a JD degree from George Mason University.

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The Boathouse at Hyatt Regency Sarasota

1000 Blvd of the Arts

Sarasota, FL 34236

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