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Case Study: Creating a Legacy of Philanthropy

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Manage episode 447435122 series 12842
Content provided by Henssler Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Henssler Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

  continue reading

413 episodes

Artwork
iconShare
 
Manage episode 447435122 series 12842
Content provided by Henssler Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Henssler Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

  continue reading

413 episodes

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