26. Philanthropic Advising with Dr. Jennifer Lehman

from Land & Everything Else · host Dr. Craig Lemoine & Ailie Elmore

What advice can you give… to someone who’s giving? In this episode, our guest Dr. Jennifer Lehman explains how professionals can improve estate planning and charitable giving advice with the Chartered Advisor in Philanthropy (CAP) designation. We touch on managing family discussions, planning wealth transfers, and using tools like trusts and donor-advised funds for smarter philanthropy. Connect with us!Dr. Jennifer Lehman on LinkedInDr. Craig Lemoine on LinkedInAgriculture Focused Financial PlanningLand & Everything Else YouTube Channel

What this episode covers

What advice can you give… to someone who’s giving? In this episode, our guest Dr. Jennifer Lehman explains how professionals can improve estate planning and charitable giving advice with the Chartered Advisor in Philanthropy (CAP) designation. We touch on managing family discussions, planning wealth transfers, and using tools like trusts and donor-advised funds for smarter philanthropy. Connect with us! Dr. Jennifer Lehman on LinkedInDr. Craig Lemoine on LinkedInAgriculture Focused Fina...

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26. Philanthropic Advising with Dr. Jennifer Lehman

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This episode was published on October 31, 2024.

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