A Thousand Miles from Wall Street

Episode 47 - In Time for the Giving Season


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Peter Mallouk and his guest, Director of Institutional Investing Tiya Lim, discuss two popular charitable giving vehicles, personal foundations and donor-advised funds. While they’re often thought of similarly, there can be a strong difference depending on who’s to receive your gift. Listen in as we explore these topics in the latest podcast episode.
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A Thousand Miles from Wall StreetBy Creative Planning

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