What is a Donor Advised Fund?
Roth IRA Conversion
IRA Charitable Rollover
Charitable Remainder Trusts
Charitable Lead Trusts
Recorded Webinar: " A Matter of Trust: Blending Donor Advised Funds with Charitable Trusts"
Recorded Webinar: "Charitable Impact of the Tax Cuts and Jobs Act (TCJA) and IRS Notice 2017-73"
Recorded Webinar: " Top Charitable Planning Strategies with Donor Advised Funds"
Recorded Webinar: " Unique Traits of World Class Advisors - Build AUM Thru Community & Philanthropy"
Understanding the Fund Application
How Financial Advisors Can Implement a Donor Advised Fund