Your philanthropic clients rely on you for authoritative guidance. To help you educate them about their options, we’re offering a webinar that explains the important differences between private foundations and donor-advised funds.
Our webinar, Private Foundations and Donor-Advised Funds: Helping Your Clients Choose the Right Vehicle, will review the advantages and considerations of both vehicles as well as factors that might determine which one is better matched to a client’s specific needs.
Private Foundations & Donor-Advised Funds: Helping Your Clients Choose the Right Vehicle
Thursday, September 24th at 3:00 p.m. ET / 12:00 p.m. PT
Approved for 1 hour of CE Credit
(CFP®, CIMA®, CPWA®, CIMC®, and RMA® Certifications)
If a private foundation is the right fit for your client, Foundation Source can establish one in just three business days, enabling you to deliver its many benefits before the end of the year.