Now a cornerstone of charitable giving, donor-advised funds (DAFs) are a huge topic of conversation among financial advisors, donors, and legislators on Capitol Hill. So let’s talk DAFs, philanthropy, and more.
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Host and American Endowment Foundation CEO, Ron Ransom, talks with a variety of guests to create a unified voice across the industry as they discuss best practices and smart strategies that can expand philanthropy for charities, build legacies for donors, and increase AUM for advisors.
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Chris Mone
EVP, Head of Wealth & Asset Management at Wedbush Securities
Chris Mone
EVP, Head of Wealth & Asset Management at Wedbush Securities
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Have a question or topic idea for Ron and podcast guests? Submit it here! We may use your topic in a future episode.
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The Let’s Talk DAFs podcast is for informational and entertainment purposes only. The views expressed by the hosts and guests do not constitute professional advice. We are not liable for any actions taken based on the information shared in any of the episodes. Please consult with a qualified professional for any specific advice.
DISCLAIMER: The Let’s Talk DAFs podcast is for informational and entertainment purposes only. The views expressed by the hosts and guests do not constitute professional advice. There may be delays, omissions or inaccuracies in information obtained through your use of the podcast. The information on the podcast does not constitute the rendering of investment, consulting, legal, accounting, tax, career or other advice or services. Moreover, AEF does not represent or endorse the accuracy or reliability of any advice, opinion, statement, or other information displayed, uploaded, downloaded or distributed through the podcast. Any reliance upon such opinion, advice, statement, or information shall be at your sole option, liability and risk. AEF does not grant any license or other authorization to you to use the podcast in any manner if such use in whole or in part suggests that AEF promotes or endorses a third party’s causes, ideas, political campaigns, political views, websites, products or services.
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