Episode 149 Donor Advised Funds: A New Approach to Charitable Giving is a Practice Differentiator

Update: 2024-08-22

Description

Julia Healey, the CEO of United Charitable (unitedcharitable.org) has spent a career working with non-profits. She helms a nonprofit organization that works closely with wealth advisors and their clients to increase a donor’s ability to do more with their contributions while minimizing their tax liability through Donor Advised Funds. We get into how giving has become central to how people think about money at all stages of their finanical journey, and how advisors have a central role to play.

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Episode 149 Donor Advised Funds: A New Approach to Charitable Giving is a Practice Differentiator

#box-pro-ellipsis-17322526935637{-webkit-line-clamp:2;}Episode 149 Donor Advised Funds: A New Approach to Charitable Giving is a Practice Differentiator

Episode 149 Donor Advised Funds: A New Approach to Charitable Giving is a Practice Differentiator

CION Investments

Episode 149 Donor Advised Funds: A New Approach to Charitable Giving is a Practice Differentiator