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cover of episode Ep. 22: Making an Impact Through Philanthropic Planning

Ep. 22: Making an Impact Through Philanthropic Planning

2024/11/18
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Host Joellen Meckley, JD, MHS, ChSNC® joins Andrew Tudor, CFP®, RICP®, CAP® for a conversation on the options that exist today for powering philanthropic planning including donor-advised funds (DAFs), and the importance of adding charitable giving to your client conversations.

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