Donor-Advised Funds: From Passion to Lasting Impact

Tuesday, July 7, 2020

In these moments of immense pain and turmoil, many clients are asking how they can engage and support others in their communities. As a trusted advisor, you can help turn this philanthropic impulse into something meaningful for your clients, their family, and community.

Our roundtable of experts representing the world of investments and philanthropy, including Assistant Professor of Philanthropy Dien Yuen, President of Vanguard Charitable Jane Greenfield and investment and wealth management expert Keith McWilliams, discussed why donor-advised funds are the tools of choice in modern philanthropic planning, how they play a role in today’s challenging times, and how advisors can elevate the conversation to help clients achieve their philanthropic goals and objectives.

Invest in your career with a professional designation.

One of the keys to philanthropic success is proper financial planning. Through the three-course Chartered Advisor in Philanthropy® (CAP®) designation program, you will learn how to help philanthropies maximize their donations and resources. The CAP® is designed for experienced professionals in both the financial services and nonprofit sector, and gives you the power to do more with your career.

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