Telemus Blog

Twenty Charitable Planning Questions for the Holidays

Written by Wealthmanagement.com | Nov 21, 2019 2:35:56 PM

 

Each year, the American Endowment Foundation (AEF) donor-advised fund (DAF) shares with our donors a list of questions that can help start or continue the family philanthropy conversation.

During the fourth quarter, advisors frequently discuss charitable giving with their clients.