An 2nd open letter from financial planning clients Dear Advisor,
As you know, today’s clients are increasingly interested in making a meaningful impact through their financial decisions. Donor-advised funds (DAFs) offer a flexible and tax-efficient way for your clients to achieve their philanthropic goals while enhancing their overall financial strategy.
During this webinar, you will learn:
- What is a Donor-Advised Fund?
- Why is a Donor-Advised Fund relevant?
- How to integrate a DAF into an estate plan
- A few use cases for Donor-Advised Funds
- How to talk about Donor-Advised Funds
At EncorEstate Plans and UICharitable, we believe in empowering financial advisors with the knowledge and tools to help their clients make informed decisions that align with their values. By attending this webinar, you’ll gain insights that can help you grow your practice and provide even greater value to your clients.
Click below to watch the recording of this event!
