Establishing a Legacy of Giving Through Donor-Advised Funds and Family Foundations

Original Air Date: October 30, 2021

Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Giuliana Barbagelata, CFP®, take a closer look at donor-advised funds and family foundations for significant charitable giving. They compare the two in terms of ongoing fees, donor control, and tax benefits.

Read the Article: https://www.henssler.com/establishing-a-legacy-of-giving-through-donor-advised-funds-and-family-foundations