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Incorporating Philanthropic Counsel into Your Advisory Practice, a three hour, web-based training course will guide you through the foundational understanding and tactical skill set required for you to effectively incorporate philanthropic counsel into your client conversations. In session three, learn about the history, structure, benefits, and creative uses of Donor Advised Funds that will allow you to utilize them effectively with philanthropic clients. This session includes a case study on using Donor Advised Funds.
Jim Wise is senior partner and senior private wealth advisor for the private wealth division of Ronald Blue Trust and is also an in-demand teacher and speaker. He is the author of several books and lives in Orlando with his wife, Lori, and the youngest of their six children.