Thursday, December 7, 2023
HomeWEALTH MANAGEMENTDonor Suggested Funds vs. Personal Foundations

Donor Suggested Funds vs. Personal Foundations

Monetary advisors play a vital position in serving to high-net-worth purchasers obtain their philanthropic targets by means of efficient charitable planning. Two versatile and efficient technique of charitable giving are by means of donor-advised funds (DAFs) and personal foundations.

The specialists within the newest installment of our Ask the Consultants Webinar Collection will present an outline of those two charitable planning automobiles and the professionals and cons of every, in addition to evaluation some latest legislative exercise round DAFs. They’ll additionally reply your pre-submitted questions on DAFs and personal foundations.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

gillian-howell-300.png (1) copy.jpgGillian Howell

Head of Consumer Advisory Options  

Basis Supply

sswirski-headshot-10 copy.jpgSandra Swirski



Gregory_Baker copy.jpgGregory W. Baker

President and Chairperson

Renaissance Charitable

Susan Lipp – Moderator

Editor in Chief

Trusts & Estates

Be a part of this webinar and obtain a subscription to Trusts & Estates at a reduced fee.

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