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Guest Expert: Dennis Ladd, Fidelity CharitableHow are your clients giving to charity, and could they be giving in more innovative ways? As their trusted advisor, you can introduce timely planning strategies for smarter philanthropy–strategies ...
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A few comments from listeners:
Helpful to know what was maintained by Secure 2.0 and what is NEW.
- William O.
Presentation seems like a good review, or primer, of viable gifting vehicles. The stats on propensities for gifting in eluding the demographics are interesting.
- Michael T.
A deeper understanding of how one can utilize DAFs. Also, I was impressed with some the statistics shared with the group on donations and the overall numbers.
Curtis I.
Helpful to know what was maintained by Secure 2.0 and what is NEW.
- William O.
Presentation seems like a good review, or primer, of viable gifting vehicles. The stats on propensities for gifting in eluding the demographics are interesting.
- Michael T.
A deeper understanding of how one can utilize DAFs. Also, I was impressed with some the statistics shared with the group on donations and the overall numbers.
Curtis I.
Helpful to know what was maintained by Secure 2.0 and what is NEW.
- William O.
Presentation seems like a good review, or primer, of viable gifting vehicles. The stats on propensities for gifting in eluding the demographics are interesting.
- Michael T.
A deeper understanding of how one can utilize DAFs. Also, I was impressed with some the statistics shared with the group on donations and the overall numbers.
Curtis I.