Philanthropy Panel Discussion —
Donor Advised Funds: Trends, Opportunities and Misconceptions
About Julia Reed
Julia Reed is Managing Director, Relationship Management, of Schwab Charitable. Julia serves the financial advisors, family offices and donor communities on the West Coast. She has provided charitable planning consultation and resources to wealth management professionals and their clients for more than a decade. Julia is a subject matter expert on all aspects of effective philanthropy, including complex assets, legacy planning, and social impact strategy. Julia has spent more than 18 years in the financial services industry, working on two security exchanges and in private wealth management. She holds a BA in Business Administration from John F. Kennedy University.
About Max Williams
Max Williams is President and CEO of Oregon Community Foundation. Max's career has been fueled by a passion to make a difference in the state he loves and calls home. As a lawyer, legislator, leader of the Oregon Department of Corrections and now CEO of OCF, Max has proven himself a tireless change agent for Oregon. His open and engaging leadership style across public and private sectors encourages participation in a vision to improve lives for all Oregonians.
4:00 – 4:15 p.m. — Meet, Greet, Find a Seat
4:15 – 4:30 p.m. — Introduction of Guests and Announcements
4:30 – 6:00 p.m. — Speaker Presentation, Questions and Answers
6:00 – 7:00 p.m. — Cocktail Reception, Networking