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26. Philanthropic Advising with Dr. Jennifer Lehman
What advice can you give… to someone who’s giving? In this episode, our guest Dr. Jennifer Lehman explains how professionals can improve estate planning and charitable giving advice with the Chartered Advisor in Philanthropy (CAP) designation. We touch on managing family discussions, planning wealth transfers, and using tools like trusts and donor-advised funds for smarter philanthropy.
Connect with us!
- Dr. Jennifer Lehman on LinkedIn
- Dr. Craig Lemoine on LinkedIn
- Agriculture Focused Financial Planning
- Land & Everything Else YouTube Channel
View all episodes
By Dr. Craig Lemoine & Ailie ElmoreWhat advice can you give… to someone who’s giving? In this episode, our guest Dr. Jennifer Lehman explains how professionals can improve estate planning and charitable giving advice with the Chartered Advisor in Philanthropy (CAP) designation. We touch on managing family discussions, planning wealth transfers, and using tools like trusts and donor-advised funds for smarter philanthropy.
Connect with us!
- Dr. Jennifer Lehman on LinkedIn
- Dr. Craig Lemoine on LinkedIn
- Agriculture Focused Financial Planning
- Land & Everything Else YouTube Channel