Exploring Donor-Advised Funds as a Charitable Giving Vehicle

With the increasing popularity of donor-advised funds (DAFs) as flexible philanthropic planning vehicles, it’s important to understand when they are — and when they aren’t — an appropriate charitable strategy.

Join industry experts Andrew Grumet from Holland & Knight LLP and Corey Ziegler from Greater Horizons for an engaging and informative discussion, including an overview defining DAFs, an exploration of their potential as a philanthropic planning strategy, and an in-depth look into the implications of possible legislative proposals on their functionality. See how you can meet a growing need and expand the services you offer clients!

This on-demand webcast is only available in Knowledge Hub+. Knowledge Hub+ is a robust, just-in-time learning platform delivering over 80 hours of on-demand CFP Board-approved CE by leading academics, practitioners, and thought leaders. Learn more about Knowledge Hub+ and subscribe today! College designees can access Knowledge Hub+ as a benefit of the Professional Recertification Program without having to subscribe via My Learning Hub.