donor advised funds,giving,legacy planning,philanthropy

Who wins when Financial Advisors, clients, and Donor Advised Funds work together? Everyone.

At Place2Give, we help people set up Donor Advised Funds to help meet they philanthropic goals. But what is a Donor Advised Fund and how can Financial Advisors benefit from this tool? As a Financial Advisor, you likely have clients with significant life events happening, including: When advising clients, an often-overlooked option is to create Read More →