Nic co-presented on the topic: “Private Foundations and Donor Advised Funds Can Get Along: Does a High Net-Worth Individual Need One or Both?” for the family office group of the NYS Society of CPAs. The conversation was held at the New York Community Trust, where Nic previously served as Associate General Counsel.

She discussed the benefits of each vehicle, the bright line issues that surround both, and how they can work together. Ask Nic about how each of these vehicles can work in your philanthropy.