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S1, E1: Intro to using DAFs for planned giving
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Kandungan disediakan oleh Kim Ledger. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Kim Ledger atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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.
13 episod
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