Unlocking the Power of Complex Assets and Legacy Gifts in Philanthropy Nov 06, 2024 As $80 trillion transitions over the next two decades through the Great Wealth Transfer, the value of complex assets and bequests will only grow for charities aiming to maximize their impact. Donor-Advised Funds: A Versatile Tool for Clients and a Powerful Tool for Advisors Apr 16, 2024 Ron Ransom and Sandra Swirski share the benefits of a donor-advised fund.
Donor-Advised Funds: A Versatile Tool for Clients and a Powerful Tool for Advisors Apr 16, 2024 Ron Ransom and Sandra Swirski share the benefits of a donor-advised fund.