Not Just Charity: How Donor Advised Funds Help Advisors Add Value and Assets Podcast Por  arte de portada

Not Just Charity: How Donor Advised Funds Help Advisors Add Value and Assets

Not Just Charity: How Donor Advised Funds Help Advisors Add Value and Assets

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Julia Healey, CEO of United Charitable, shares insights on DAFs, their value to clients, and the potential positive impact they can have on an advisor’s business.
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