Unable to attend? Register anyway and we'll send you the recording after the event.
| Hello Voornaam, As the popularity of donor-advised funds (DAFs) continues to skyrocket, organizations and institutions have a unique chance to attract and retain clients like never before. During this enlightening session, you will:
Explore how the DAF landscape has matured, presenting exciting prospects for financial institutions and charitable organizations. Uncover the intricacies of customizable options that empower you to offer a tailored DAF experience to your clients. Gain valuable insights into decision points that guide your choices in selecting the ideal options and combinations for your organization. Learn how to decipher the complex DAF landscape and identify the strategies that align with your goals and mission. Don't miss this exceptional opportunity to tap into the immense potential of DAFs and revolutionize your client engagement. |
| | Kevin McGrath | Sr. Director
Ren | | (Speaker) |
|
|
| | Kevin McGrath | Sr. Director
Ren | | (Speaker) |
|
|
| More From Financial Planning |
| You were sent this email because you signed up for Research and Knowledge Base emails from Financial Planning. These include notifications of new research, whitepapers, and upcoming webinars. |
If you no longer wish to receive emails on this topic, you can opt out here
(this is a one-click opt-out). |
Arizent
One State Street Plaza, 27th Floor
New York, NY 10004 |
|
|
