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S1, E4: How to know when a DAF is right for your clients
Manage episode 402369984 series 3550360
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This is the fourth of five episodes in the first series of Philanthropic Insights that offers advisors an intro to planned giving and dives into how to leverage donor-advised funds for long-term impact.
In our fourth episode, Kim Ledger and planned giving expert Kyle Christopherson, MBA, CFP, head of Strategic Growth Services at Ren discuss the key information and benefits that indicate when a donor-advised fund is the right giving vehicle for your clients.
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Until next time, keep giving wisely.
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