Hot Topics in Charitable Giving and Planning
This timely seminar will explore current developments and practical considerations in charitable giving, with a focus on helping donors, charities, and their professional advisors navigate opportunities and potential pitfalls. Topics will include emerging trends and motivations in charitable giving, creative and less traditional assets that can be donated, and common issues that can undermine otherwise successful gifts. The panel will also discuss the importance of collaboration among professional advisors and charitable organizations to create a positive, confident, and rewarding experience for donors and charities alike. The program will conclude with practical ideas from each panelist for supporting charitable organizations before the end of 2026. The panel will be moderated by Christopher Parillo of Deutsche Bank.
Meeting Sponsor: Deutsche Bank
Give Back: In the spirit of the giving season, we're also pleased to welcome five local nonprofits that will be sharing information about their work:
Children's Specialized Hospital
Community Hope
Florham Park Education Foundation
Interfaith Food Pantry Network
Jewish Community Foundation of Greater MetroWest NJ
Panelists
Hans Dekker
Hans Dekker has served as President of the Community Foundation of New Jersey since June 2003. During his tenure, the Community Foundation’s funds have granted more than $750 million to charitable causes across New Jersey and beyond.
Hans previously served for four years as the Executive Vice President of the Baton Rouge Area Foundation. He is also past Chair of the Council of New Jersey Grantmakers and a Trustee of the Hyde and Watson Foundation, Ohl Foundation, St. Benedict’s Preparatory School, and Miraclefeet. Hans graduated from Bates College with a Bachelor of Arts degree in History and received a master’s degree in Public Policy from the University of California, Berkeley.
Lori Scarlat
Loredana Scarlat is a Tax Director in CBIZ's Morristown, New Jersey office. Her 17-year public accounting experience has been focused in the Private Client Services sector, performing tax and advisory services for high-net-worth individuals, family limited partnerships, investment partnerships, trusts and estates, and S Corporations. Lori has co-authored many tax articles for both internal and external publications (Bloomberg, Tax Adviser). She is a Certified Public Accountant in the State of New York and a member of AICPA and NYSSCPA. She graduated with a Master of Science in Accounting from Zicklin School of Business, Baruch College.
Jacqui Valouch
Jacqui leads the Wealth Planning, Trust, Custody and Global Philanthropy efforts for Deutsche Bank Wealth Management. She works closely with private bankers, clients and their advisors on strategic wealth planning, including business succession and multi-generational wealth transfer, as well as charitable solutions. To that end, Jacqui helps clients align their legacy with their overall wealth planning objectives.
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