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S1, E1: Intro to using DAFs for planned giving
Manage episode 396126861 series 3550360
Innhold levert av Kim Ledger. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Kim Ledger eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
This is the first of five episodes in our Philanthropic Insights series that offers advisors an intro to planned giving and dives into how to leverage donor-advised funds for long-term impact.
In our first episode, Kim Ledger brings on fellow planned giving expert Kyle Christopherson, MBA, CFP, head of Strategic Growth Services at Ren to discuss the basics of planned giving, why philanthropy is essential to every advisor’s practice and how to most effectively use giving vehicles such as donor-advised funds.
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