Donor Advised Funds

In our "February Hot Takes" podcast episode, we briefly discussed the incredible uptick in the use of Donor Advised Funds. We thought the topic deserved deeper exploration, so this week our Director of Advisor Experience Jennifer Burton joins host Jeff Goodnow to help advisors understand the benefits for their business growth. We discuss:What they areHow they workWhy Advisors should be excitedWe hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple PodcastsSubscribe in Google PlayLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://blog.potomacfund.com/ Hosted on Acast. See acast.com/privacy for more information.

Episode metadata supplied by the publisher feed · Published Mar 2, 2021

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Donor Advised Funds

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