For Advisors, an Untapped Opportunity in Donor-Advised Funds

Analysis June 17, 2024 at 01:23 PM
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What You Need To Know

  • The donor-advised fund is increasingly the giving tool of choice for both families and corporations.
  • Despite this, many wealth management clients say they aren't getting the charitable giving advice they need.
  • Athletes and entrepreneurs are looking for ways to make a charitable impact too.
person with a laptop donating to a charity