Making Your Charitable Giving Go Further - June 2026

In this edition, Cathy Juilfs, CFP, AIFA, CEBS and Chris Duke, CFP. of AIS Planning share their thoughts on how people can make their charitable giving go further by using a Donor Advised Fund, DAF. DAFs have been growing in popularity as a charitable planning tool, so we are very thankful to have their professional thoughts on this topic.

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Notify Organizations About Your Gift - May 2026