Ep. 22: Making an Impact Through Philanthropic Planning

18/11/2024 32 min Episodio 23
Ep. 22: Making an Impact Through Philanthropic Planning

Listen "Ep. 22: Making an Impact Through Philanthropic Planning"

Episode Synopsis

Host Joellen Meckley, JD, MHS, ChSNC® joins Andrew Tudor, CFP®, RICP®, CAP® for a conversation on the options that exist today for powering philanthropic planning including donor-advised funds (DAFs), and the importance of adding charitable giving to your client conversations.
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