))
S1, E4: How to know when a DAF is right for your clients
Manage episode 402369984 series 3550360
Contenu fourni par Kim Ledger. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Kim Ledger ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
This is the fourth of five episodes in the first series of Philanthropic Insights that offers advisors an intro to planned giving and dives into how to leverage donor-advised funds for long-term impact.
In our fourth episode, Kim Ledger and planned giving expert Kyle Christopherson, MBA, CFP, head of Strategic Growth Services at Ren discuss the key information and benefits that indicate when a donor-advised fund is the right giving vehicle for your clients.
Thanks for listening! Sign up for our monthly newsletter to make sure you don’t miss the latest tips and information about smart and strategic planned giving.
Get expert tips daily on our social channels, LinkedIn, X, and Facebook.
Visit reninc.com or email us at consulting@reninc.com to learn more about Ren and how we might be able to help with your philanthropic program needs or to share questions or topics about planned giving you want us to talk about.
Until next time, keep giving wisely.
13 episodes
Partager
