You’re invited to join us for an informational 

presentation on A Portfolio Approach to Planned Giving 

Led by DonorsTrust (A donor-advised fund for liberty-minded donors) COO and CFO Jeff Zysik &

Vice President Peter Lipsett 



Topics covered include: 

 – Tax law changes

– How to avoid mistakes that undermine donor intent

– Details of wisely structuring outright gifts from your estate

– Using charitable vehicles wisely 

– Important tools to create income streams & pass

– wealth on with minimal tax implications

Event Locations: 

Tuesday, Sept. 10th

Indian Hills Country Club – Fireside Room

6847 Tomahawk Rd. Mission Hills, KS 66208

Dinner at 5:45 pm, program begins at 6 pm

Wednesday, Sept. 11th

Wichita Country Club

8501 E 13th St. Wichita, KS 67206

Lunch at 11:45, program begins at noon