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 Serieswill 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.
Gillian Howell Head of Client Advisory Solutions Foundation Source
Sandra Swirski Founder Integer
Gregory W. Baker President and Chairperson Renaissance Charitable
Susan Lipp – Moderator Editor in Chief Trusts & Estates
Join this webinar and receive a subscription to Trusts & Estates at a discounted rate.
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Gillian Howell
Sandra Swirski 
Gregory W. Baker
Susan Lipp – Moderator
