Charitable Giving and You (Part 1)

31/05/2023 30 min Temporada 1 Episodio 4
Charitable Giving and You (Part 1)

Listen "Charitable Giving and You (Part 1)"

Episode Synopsis


In this podcast, host Hank Smith, Director and Head of Investment Strategy at The Haverford Trust Company, speaks with Rebecca Moffett, President of Vanguard Charitable, about best practices for donors supporting a nonprofit. The episode provides insight on restricted versus unrestricted gifts, planned giving, donor relationships, and explores the benefits and differences of donor-advised funds (DAFs), community foundations, and private foundations. They also discuss how individuals can ensure that their charitable giving has the greatest impact, trends in charitable giving, and advancements in technology in the charitable giving space. This is the first part of a two-part series on charitable giving.   To learn more about The Haverford Trust Company, please visit https://haverfordquality.com/