Private Foundations vs. Donor-Advised Funds

A Forbes Top Advisor Discussion at the 2020 Virtual Top Advisors Summit

Forbes/SHOOK breakout session during the 2020 Virtual Top Advisors Summit. Josh Stamer, Foundation Source Senior Managing Director, and Zach Stagg, Hollencrest VP of Private Client Services, discuss the critical differences between the two most common charitable vehicles, and how a private foundation could be the better fit for your client.

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