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.
Head of Consumer Advisory Options
Gregory W. Baker
President and Chairperson
Susan Lipp – Moderator
Editor in Chief
Trusts & Estates
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