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SUMMARY:Donor Advised Funds vs. Private Foundations
DESCRIPTION:Financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. Two versatile and effective means of charitable giving are through donor-advised funds (DAFs) and private foundations. \nThe experts in the latest installment of our Ask the Experts Webinar Series will provide an overview of these two charitable planning vehicles and the pros and cons of each\, as well as review some recent legislative activity around DAFs. They’ll also answer your pre-submitted questions on DAFs and private foundations. \nCFP\, CIMA®\, CPWA®\, CIMC®\, RMA®\, and AEP® CE Credits have been applied for and are pending approval. \nGillian Howell\nHead of Client Advisory Solutions\nFoundation Source \nSandra Swirski\nFounder\nInteger \nGregory W. Baker\nPresident and Chairperson\nRenaissance Charitable \nSusan Lipp – Moderator\nEditor in Chief\nTrusts & Estates \nREGISTER NOW
URL:https://foundationsource.com/event/donor-advised-funds-vs-private-foundations/
CATEGORIES:Webinars
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