Charitable Giving Strategies & Planning

A USCAP Educational Webinar Series

USCAP is pleased to partner with Raffa Investment Advisers and Charles Schwab to present a complimentary two-part educational webinar series on charitable giving strategies and planning.

Whether you’re exploring charitable giving for the first time or refining an existing plan, these sessions will provide practical insights on giving strategies, donor-advised funds, appreciated assets, and legacy planning.

Sessions

Giving Smarter Today

Strategies and tools for more intentional charitable giving

September 23, 2026

11:00 AM (PT) / 2:00 PM (ET)

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Session Synopsis

What if you could make your charitable giving go further? Giving strategically is about more than how much you give—it’s also about what you give, when you give, and how you structure it. This session will explore practical strategies and giving vehicles that can help donors make more informed and intentional charitable decisions.

Intended Audience

Individuals interested in charitable giving—whether they are exploring how they might give, already supporting causes they care about, or looking for ways to make their giving more intentional and effective.

Key Takeaways
  • Understand common charitable giving vehicles, including donor-advised funds, and how they can provide flexibility in planning your giving.
  • Learn how donating non-cash assets and considering the timing of gifts can potentially make charitable giving more efficient.
  • Gain a practical framework for evaluating which giving strategies may be appropriate based on your goals and circumstances.
Topics We'll Explore
  • Giving vehicles and donor-advised funds
  • Giving now versus granting later
  • Family involvement in charitable giving
  • Non-cash and complex assets
  • Qualified charitable distributions (QCDs)
  • Bunching charitable contributions
  • Giving during high-income years or other taxable events
  • Practical questions to consider when developing a charitable giving strategy

Leaving a Lasting Legacy

Planning for charitable impact through estate and legacy giving

November 17, 2026

11:00 AM (PT) / 2:00 PM (ET)

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Session Synopsis

What do you want your charitable impact to look like beyond today? This session will explore ways to build charitable giving into your longer-term legacy, including strategies for supporting the causes and organizations you care about while coordinating those intentions with your family and broader financial and estate planning.

Intended Audience

Individuals interested in incorporating charitable giving into their longer-term legacy, retirement, or estate planning.
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Key Takeaways
  • Consider the causes, organizations, and values you want your charitable legacy to continue supporting.
  • Understand several ways to leave a charitable legacy, including bequests, beneficiary designations, and donor-advised fund succession.
  • Learn how charitable intentions can be coordinated with family, retirement and estate planning, and professional advisers.
Topics We'll Explore
  • Defining your charitable legacy
  • Bequests and beneficiary designations
  • Donor-advised fund succession
  • Introduction to charitable trusts, gift annuities, and other strategies where appropriate
  • Coordinating charitable giving with retirement and estate planning
  • Documenting your intentions and involving family and professional advisers

Featured Speakers

Dennis Gogarty, CFP®

Raffa Investment Advisers
Co-Founder and President

Biography
Dennis Gogarty, CFP®, is Co-Founder of Raffa Investment Advisers, a firm he purpose-built to support the nonprofit community. For more than two decades, he has advised nonprofit organizations and membership associations on governance-driven reserve strategy, with a focus on fiduciary oversight, investment policy development, asset allocation, and cost-efficient portfolio implementation. He is known for helping boards and investment committees navigate complex financial decisions while emphasizing transparency, independence, and long-term stewardship.

He is a frequent speaker for nonprofit and association audiences, presenting on fiduciary responsibility, reserve strategy, ETF implementation, and governance best practices. Dennis has delivered educational sessions for organizations including the Council on Foundations, the American Institute of Certified Public Accountants (AICPA), the Greater Washington Society of CPAs, BoardSource, and the American Society of Association Executives (ASAE). He holds a Bachelor of Science in Marketing from Frostburg State University and a Certificate in Financial Planning from Georgetown University. Dennis is a CERTIFIED FINANCIAL PLANNER™ professional and an investment adviser representative of Raffa Investment Advisers.

Juliana Salamone, CFP®

Raffa Investment Advisers
Senior Portfolio Manager

Biography
Juliana Salamone is a Senior Portfolio Manager at Raffa, where she works closely with nonprofit clients and individuals to develop thoughtful, prudent investment strategies aligned with their goals, preferences, and financial conditions. She brings 10 years of deep experience serving clients, guiding them through comprehensive financial planning, portfolio construction, and ongoing investment oversight. Juliana is a CERTIFIED FINANCIAL PLANNER™ professional and an investment adviser representative of Raffa.

Kristie Mitchell, CAP®

Charitable Consulting
Senior Manager

Biography
Kristie Mitchell is Senior Manager of Charitable Consulting at DAFgiving360™. She provides independent investment advisors with innovative solutions to incorporate charitable planning into the wealth management process, and to help clients achieve maximum charitable impact. Kristie has over 23 years of experience in financial services, most recently with Schwab Advisor Services for 10 years. Prior to that, she was a financial advisor at Freedom Financial Services and American Express Financial Advisors and held investment and trading roles at UBS. Kristie received a Bachelor of Science in Business Administration and Finance from Georgia State University. She holds the Series 7 and 63 securities licenses and the Chartered Advisor in Philanthropy (CAP®) designation.

Kristie lives in Georgia and is passionate about increasing financial literacy for children in her community. She volunteers at many local schools as a Financial Literacy Consultant, hosts community financial literacy classes, and obtained her Certified Financial Education Instructor’s License from the National Financial Educators Council in 2022. She also serves on various school councils, PTO boards and is a Community Board Member for the Fayette County Education Foundation.