26. Philanthropic Advising with Dr. Jennifer Lehman
Manage episode 447892597 series 3551232
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.
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