In advising high-net-worth and ultra-high-net-worth clients, there has long been a debate between the advantages and disadvantages of a family foundation versus donor advised funds.
In advising high-net-worth and ultra-high-net-worth clients, there has long been a debate between the advantages and disadvantages of a family foundation versus donor advised funds. Join this introspective and informative “duel” between key executives from a family foundation and a donor advised fund, as we compare and contrast the merits of each.
Speaker:
Alex Neckles
Regional Director, Distribution, ImpactAssets
Josh Stamer
Philanthropy Strategist and Senior Managing Director, Foundation Source
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