Financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. Two versatile and effective means of charitable giving are through donor-advised funds (DAFs) and private foundations.
The experts in the latest installment of our Ask the Experts Webinar Series will provide an overview of these two charitable planning vehicles and the pros and cons of each, as well as review some recent legislative activity around DAFs. They’ll also answer your pre-submitted questions on DAFs and private foundations.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Head of Client Advisory Solutions
Gregory W. Baker
President and Chairperson
Anna Sulkin Stern, Esq.- Moderator
Trusts & Estates
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