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Monetary advisors play a vital position in serving to high-net-worth shoppers obtain their philanthropic objectives via efficient charitable planning. Two versatile and efficient technique of charitable giving are via donor-advised funds (DAFs) and personal foundations.
The consultants within the newest installment of our Ask the Consultants Webinar Sequence will present an outline of those two charitable planning autos and the professionals and cons of every, in addition to assessment 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
Head of Shopper Advisory Options Â
Basis Supply
Sandra Swirski
Founder Â
Integer
Gregory W. Baker
President and Chairperson
Renaissance Charitable
Susan Lipp – Moderator
Editor in Chief
Trusts & Estates
Be part of this webinar and obtain a subscription to Trusts & Estates at a reduced charge.
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