NEWS & INSIGHTS

Charles Hadad, Partner and Chair of the Estates & Trusts Practice Group at The Lynch Law Group, and Kate McKenzie, Senior Director of Development/Interim Director of Donor Services at The Pittsburgh Foundation, will co-present an essential session on incorporating Donor-Advised Funds (DAFs) into client estates.

This dynamic presentation is part of the 2025 FPA of Pittsburgh Financial Forum—a full-day event focused on the future of financial planning and the rapid pace of change in the profession. Mark your calendar for Thursday, October 16, 2025, as leading professionals gather at locations throughout Pittsburgh to explore what’s next in our rapidly changing profession.

What You’ll Discover:

• Navigate the current DAF landscape with confidence
• Unlock creative estate planning opportunities for philanthropic clients
• Deploy practical strategies that align legacy goals with charitable impact

About the Presenters

Charles Hadad brings decades of sophisticated estate planning experience to the table. His comprehensive background in estate administration, probate, estate planning, and trust administration means you’ll get real-world insights that go beyond legal strategy.

Kate McKenzie has spent her career connecting advisors, donors, and charitable missions. Her presentations at national and regional conferences have helped countless professionals create meaningful giving strategies that resonate with clients’ deepest values.

Whether you’re looking to deepen your technical knowledge or expand your client service offerings, Chuck and Kate will equip you with the tools to guide clients from charitable intent to lasting impact.

Register and secure your spot today at https://fpaforum.com/