CalCurrent presented by Snell & Wilmer
CalCurrent presented by Snell & Wilmer
Snell & Wilmer
Are You Making the Most of Charitable Planning?
13 minutes Posted Dec 8, 2022 at 9:55 pm.
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Show notes
On this episode of CalCurrent, join our host, private client services partner Steffi Hafen, as she discusses charitable planning, specifically, using donor advised funds or private foundations to help achieve charitable goals.