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Join the SUU Legacy Advisory Council's own Levi and Erin Larson in welcoming Daniel Blake, CEO of UI Charitable Advisors, for the webinar Learning Lives Forever event "Using Donor-Advised Funds to Achieve Your Charitable Goals", presented by SUU Alumni. Among other wealth management topics, Daniel will instruct us on:

  • Unique and tax-efficient use cases for DAFs
  • What is a DAF? How can I use them?
  • How can I use a DAF to support SUU?

A short q+a session will following Daniel's presentation. The event is free and all are invited to join.

Daniel Blake, CEO of UI Charitable Advisors, spearheads initiatives that empower donors to achieve their philanthropic objectives. Previously, he was the CEO and Co-founder of EcoScraps, and has led sustainability initiatives with the US State Department, United Nations World Food Programme, Amazon, Google, Home Depot, and Walmart.

Erin Larson is a licensed Certified Public Accountant who specializes in real estate and small business tax planning. She previously worked for Kohler and Eyre CPAs and NumberWon Accountants. She started her own company Larson CPA and Advisors in 2013 and has enjoyed giving her clients the personal touch they deserve ever since. She graduated from Southern Utah University with a Bachelors in Accounting and a year later she graduated with her Masters in Accounting.

Levi started his career with Beneficial Financial Group in early 2008 where he was awarded Rookie of the Year and also received the fast start award. In January of 2011 Levi joined the Cambridge Financial Center as an associate partner managing the Southern Utah region. In 2016 Levi went back into personal production full time as an independent advisor. Levi is the co-founder of the various Larson Financial Companies including Larson Williams Wealth Advisors, Larson Insurance and Financial Services, and Larson CPA and Advisors.

RSVP to Ryan Stringfellow.


Join via Zoom by following the link above.

Event Details