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Philanthropy Focus: The Strategic Benefits of a Donor Advised Fund
Manage episode 397573414 series 3053758
Many individuals aspire to leave a lasting legacy through charitable giving. Donor Advised Funds (DAFs) present an opportunity to revolutionize your philanthropic strategy. In this episode, Jackie Dagg, Team Lead at Private Giving Foundation, and Timothy Stranks, Wealth Advisor | Client Relationship Manager, explore the nuances of DAFs, offering a closer look at the advantages, strategies, and the unique approach that Nicola Wealth brings to aligning your philanthropic wishes with your financial and tax planning strategy
100 एपिसोडस
Manage episode 397573414 series 3053758
Many individuals aspire to leave a lasting legacy through charitable giving. Donor Advised Funds (DAFs) present an opportunity to revolutionize your philanthropic strategy. In this episode, Jackie Dagg, Team Lead at Private Giving Foundation, and Timothy Stranks, Wealth Advisor | Client Relationship Manager, explore the nuances of DAFs, offering a closer look at the advantages, strategies, and the unique approach that Nicola Wealth brings to aligning your philanthropic wishes with your financial and tax planning strategy
100 एपिसोडस
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