Using DAFs with Your High Net Worth Clients

Using DAFs with Your High Net Worth Clients

Using DAFs with Your High Net Worth Clients

Hosted by Emily Wetter of Holistiplan and Dan Blake of UI Charitable Advisors

Hosted by Emily Wetter of Holistiplan and Dan Blake of UI Charitable Advisors

Hosted by Emily Wetter of Holistiplan and Dan Blake of UI Charitable Advisors

You are invited to an insightful webinar, "Using DAFs with Your High Net Worth Clients," hosted by Emily Wetter of Holistiplan and Dan Blake of UI Charitable Advisors.

Mark your calendar for June 27th at 2 pm ET!

In this session, we’ll dive into the strategic perks of Donor-Advised Funds (DAFs) for your affluent clients, highlighting the huge benefits of gifting highly appreciated assets. You'll discover why charitable strategies are a game-changer in financial and legacy planning, and how a few key charitable tools can help you meet your clients' needs, offering them impactful solutions for their financial and philanthropic goals.

We’ll also uncover what makes the UI Charitable DAF so unique and how teaming up with UI Charitable Advisors and Holistiplan can create a winning combo. This partnership not only boosts the value you bring to your clients, but also makes it easy to show them that added value.

Join us to learn best practices and innovative strategies for tax-smart planning and financial advising, ensuring you deliver top-notch service and impactful solutions for your high net worth clients.

Don’t miss out on this opportunity to up your advisory game and deliver exceptional results. REGISTER NOW to secure your spot! This session will be recorded and distributed via email after the event.

Latest articles

Latest articles

Latest articles

(385) 286-5900

support@uicharitable.org

3507 N University Ave
Suite 125
Provo, UT 84604

©2020-2024 UI Ventures LLC, DBA UI Charitable Advisors. All Rights Reserved.
Portions © 2018-2024 University Impact. All rights reserved.
University Impact is recognized as a tax-exempt public charity as described in Sections
501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code. EIN # 82-1504018