legacy planning

donor advised funds,giving,legacy planning,philanthropy

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

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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 →