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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.
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