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S1, E1: Intro to using DAFs for planned giving
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Nội dung được cung cấp bởi Kim Ledger. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Kim Ledger hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
This is the first of five episodes in our Philanthropic Insights series that offers advisors an intro to planned giving and dives into how to leverage donor-advised funds for long-term impact.
In our first episode, Kim Ledger brings on fellow planned giving expert Kyle Christopherson, MBA, CFP, head of Strategic Growth Services at Ren to discuss the basics of planned giving, why philanthropy is essential to every advisor’s practice and how to most effectively use giving vehicles such as donor-advised funds.
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Until next time, keep giving wisely.
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