When your clients want to use a strategic charitable granting vehicle, they turn to you for guidance. In this session, we will review five key questions for guiding your clients through the pros and cons of using private foundations or donor-advised funds. These simple questions will enable you to help your clients wisely navigate the differing legal, tax, and operational requirements between these two widely-used charitable granting vehicles.
You will have the opportunity to gain knowledge to strengthen client
relationships and earn one hour of CFP® and CKA® credit. Certificates of completion are available upon request.