Mar 21, 2022
Making the philanthropic decision between a donor advised fund and a private foundation boils down to three main factors. In this episode of the PFP Section podcast, Paul Hood, LL.M, JD, breaks down key differences between these charitable giving strategies and the factors to guide your conversations with clients, including:
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This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
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