Host Joellen Meckley, JD, MHS, ChSNC® joins Andrew Tudor, CFP®, RICP®, CAP® for a conversation on the options that exist today for powering philanthropic planning including donor-advised funds (DAFs), and the importance of adding charitable giving to your client conversations.
Find all our episodes at <a href='https://www.theamericancollege.edu/knowledge-hub/podcasts/shares'>TheAmericanCollege.edu/Shares</a>.

Host Joellen Meckley, JD, MHS, ChSNC® joins Andrew Tudor, CFP®, RICP®, CAP® for a conversation on the options that exist today for powering philanthropic planning including donor-advised funds (DAFs), and the importance of adding charitable giving to your client conversations. Find all our episodes at TheAmericanCollege.edu/Shares.

Host Joellen Meckley, JD, MHS, ChSNC® joins Andrew Tudor, CFP®, RICP®, CAP® for a conversation on the options that exist today for powering philanthropic planning including donor-advised funds (DAFs), and the importance of adding charitable giving to your client conversations.
Find all our episodes at <a href="https://www.theamericancollege.edu/knowledge-hub/podcasts/shares" rel="noopener noreferrer">TheAmericanCollege.edu/Shares</a>.

Ep. 22: Making an Impact Through Philanthropic Planning

Featuring the thought leaders of The American College of Financial Services along with subject matter experts and rising stars from across the industry, Shares explores the personal, conceptual, and practical sides of financial services with powerful, actionable insights in three strategic focus areas: specialized knowledge, retirement planning, and representation.

Share Ep. 22: Making an Impact Through Philanthropic Planning

Sign up to save your podcasts

Ep. 22: Making an Impact Through Philanthropic Planning

Ep. 22: Making an Impact Through Philanthropic Planning

More shows like Shares

The Rational Reminder Podcast