Compilation: Episodes 7-10
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Compilation: Episodes 7-10
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About this listen
Another compilation is available. Listen to episodes 7 through 10. This mix covers the latest DAF data, incorporating AI to an advisory practice, when to best suggest incorporating philanthropy, and a reminder of the charitable impact DAFs make across the nation.
Guests include Dan Heist, Rubesh Jacobs, Jason Beckwith, CFP®, and Steve Grourke, CAP®.
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