Home|A Comparison of Donor Advised Funds and Foundations
Published On: April 12th, 2021

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A Comparison of Donor Advised Funds and Foundations

In this episode, Attorneys Christina Knopke and Annie Rogers address the pros and cons of setting up a foundation with Matt Mentzer, a fellow attorney at Creative Planning.

A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b