American Institute Of Cpas - Personal Financial Planning (pfp)

Making the philanthropic decision between a donor advised fund and a private foundation boils down to three main factors.  In this episode of the PFP Section podcast, Paul Hood, LL.M, JD, breaks down key differences between these charitable giving strategies and the factors to guide your conversations with clients, including: The level of contribution or investment The importance of retaining control The family’s ability and willingness to participate in the administration Other considerations like set up costs and management and compliance fees  Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.  AICPA members can access more in-depth information on charitable planning in Volume 1 of The Adviser’s Guide to Financial & Estate Planning and the Charitable Giving Toolkit. Be on the look-out for more from Paul on June 21st in his webcast, Yours, Mine, and Ours