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Case Study: Creating a Legacy of Philanthropy

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Manage episode 447435122 series 12842
内容由Henssler Financial提供。所有播客内容(包括剧集、图形和播客描述)均由 Henssler Financial 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Text us your financial questions!

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

443集单集

Artwork
icon分享
 
Manage episode 447435122 series 12842
内容由Henssler Financial提供。所有播客内容(包括剧集、图形和播客描述)均由 Henssler Financial 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Text us your financial questions!

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

443集单集

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