“Understanding Donor-Advised Funds”

Date: Wednesday, December 1, 2021
Time: 11:45am - 1:00pm
Location: Carrabbas Italian Grill, 683 E University Pkwy, Orem, UT
Speaker: John Barger, President of Deseret Trust Company

 

Join us for a presentation from John Barger, President of Deseret Trust Company.  The presentation will discuss the history of donor-advised funds (DAFs), who sponsors them, and how DAFs differ from private foundations.  The presentation will also explore various assets that can be used to fund a DAF and how families can use DAFs as generational philanthropic and estate planning vehicles.

 

John Barger, President Deseret Trust Company

John M. Barger joined Deseret Trust Company as President, CEO, and President of the Board of Trustees in 2013. He previously worked for brokerage and bank-affiliated trust companies and investment management firms in Montana and Utah, serving as senior trust administrator, senior trust officer and senior vice president.  A native of Atlanta, Georgia, John served in the U.S. Air Force for 22 years.  His military career involved assignments in signals intelligence and space and missile operations in Turkey, Italy, Greece, Alaska, and multiple locations in the continental United States.  He and his wife Lauri served as volunteer leaders for the Church of Jesus Christ of Latter-day Saints in Kenya, Uganda, Ethiopia, and Tanzania from 2004-2007.  John and Lauri have four children and ten grandchildren, and they live in Layton, Utah. 

 

 

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