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S1, E1: Intro to using DAFs for planned giving
Manage episode 396126861 series 3550360
Kim Ledger द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Kim Ledger या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.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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Until next time, keep giving wisely.
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