BALTIMORE ESTATE PLANNING COUNCIL

AGENDA
07:00 - 08:00 Breakfast and Networking
08:00 - 10:00 Program

ABOUT THE PROGRAM: Designing Generosity

As we move from the Information Age into a new "Curation Age,” where AI has made data abundant but meaning scarce, charitable giving is emerging as one of the clearest places where people translate wealth into personal and family meaning. It draws on research showing generosity's measurable benefits to donors' physical health, mental wellbeing, and happiness (including its resistance to hedonic adaptation), then examines current demographic trends showing giving is becoming more concentrated, intentional, planned, and collaborative among affluent households, with growing use of structured vehicles like donor-advised funds and foundations. The presentation also introduces newer philanthropic tools (Public Benefit Corporations, Purpose Trusts, and 501(c)(4) organizations) as ways donors can align capital and governance with mission beyond traditional charity. It closes by making the case that financial advisors who help clients navigate these purpose-driven decisions (rather than just optimizing assets) build deeper trust and stronger long-term client relationships, even when that guidance doesn't directly grow assets under management.

David R. York, Esq., CPA is Managing Partner of York Howell in Salt Lake City, Utah, where he focuses on estate planning, taxation, business planning, and nonprofit organizations. A Fellow of the American College of Trust and Estate Counsel (ACTEC) and Dean of Legacy at the Purposeful Planning Institute, David is nationally recognized for his work in advanced wealth planning, charitable giving, purpose trusts, and legacy planning.

An accomplished speaker and author, David has presented to audiences across the country, including TED, Stanford University, Million Dollar Round Table, and the Purposeful Planning Institute. He is the co-author of The Gift of Lift, Entrusted, and Riveted, and the author of the children's book Dudley's Castle. David is also the co-founder of Corenology, a technology platform that helps financial professionals integrate clients' values into the planning process.

Two Meeting Requirement: To maintain membership in the Baltimore Estate Planning Council, active members are required to attend at least two (2) IN-PERSON educational meetings annually.

Cancellation Policy: Reservations must be canceled in writing or by e-mail and received no later than Friday, May 14, 2027.