Case Study: Creating a Legacy of Philanthropy
- Author
- Henssler Financial
- Published
- Tue 29 Oct 2024
- Episode Link
- https://www.henssler.com/building-a-legacy-strategic-charitable-giving-options-for-investors
Original Air Date: October 29, 2024
Director of Investments Jacob Keen, CFA, is joined by Senior Associate Michael Griffin, CFP ®, and Associate Peter Lynch, to advise a couple who want to create a legacy of philanthropy with their assets. They discuss donor-advised funds, family foundations, and giving with life insurance.
Read the Article: https://www.henssler.com/building-a-legacy-strategic-charitable-giving-options-for-investors
