Giving With Intention: How Donor-Advised Funds Fit Into a 360 Mindset (Ep. 3)
Failed to add items
Sorry, we are unable to add the item because your shopping cart is already at capacity.
Add to basket failed.
Please try again later
Add to wishlist failed.
Please try again later
Remove from wishlist failed.
Please try again later
Adding to library failed
Please try again
Follow podcast failed
Unfollow podcast failed
Giving With Intention: How Donor-Advised Funds Fit Into a 360 Mindset (Ep. 3)
-
Narrated by:
-
By:
About this listen
Charitable giving is changing, not just in how people give, but when and why they do it. As families think more intentionally about legacy, purpose, and impact, donor-advised funds are becoming an important part of the conversation.
In this episode, Jon Meyer sits down with Chris Boyce, Senior Charitable Consultant at Schwab Charitable, to explore how donor-advised funds fit into the intersection of wealth, time, and values. Together, they unpack current trends in philanthropy, including why more families are choosing to give during their lifetime, how donor-advised funds work for everyday givers, and how charitable planning can bring generations together.
What You’ll Learn:
- Why charitable giving is shifting from end-of-life planning to intentional lifetime strategies
- How donor-advised funds work and why they are more accessible than many people think
- The role donor-advised funds can play in family legacy and next-generation engagement
- How complex assets like business interests or real estate can support charitable goals
- And more!
Connect with Jon Meyer:
- BGM
- LinkedIn: Jon Meyer
- jmeyer@BGM360.com
- Schedule a Meeting
Connect with Chris Boyce:
- DAF Giving 360
- LinkedIn: Chris Boyce
No reviews yet