Let's Talk DAFs

Compilation: Episodes 7-10


Listen Later

Another compilation is available. Listen to episodes 7 through 10. This mix covers the latest DAF data, incorporating AI to an advisory practice, when to best suggest incorporating philanthropy, and a reminder of the charitable impact DAFs make across the nation.

 

Guests include Dan Heist, Rubesh Jacobs, Jason Beckwith, CFP®, and Steve Grourke, CAP®.

...more
View all episodesView all episodes
Download on the App Store

Let's Talk DAFsBy Let's Talk DAFs