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Charitable Advisor Roundtable
The Baxter

Community Events

October 29, 2025 @ 11:30am - 4:00pm

Hosted by the MSU Alumni Foundation and One Valley Community Foundation, the Charitable Advisor Roundtable brings together professionals in law, finance, and tax to explore the ways donor advised funds can support clients’ financial, philanthropic, and future planning goals.

Through real donor stories, advisor insights, and peer conversation, you’ll learn practical ways to help your clients make the most of their giving, whether they’re navigating a major financial event, planning for the future, or simply looking to give back with impact. This event will keep you up to date on key tools and strategies while fostering stronger collaboration across disciplines. Continuing education credits will be offered for CFP, CLE, and CPE.