Financial Guidance That Brings Clarity
Ask An Advisor Series – Single Charity Funds
January 11, 2023

In this edition of the Ask An Advisor Series, Thomas Talbott and Ben Writer discuss Single Charity Funds.

Learn about:
– What is a Single Charity Fund?
– Single Charity Funds vs. Donor-Advised Funds
– Advantages of Single Charity Funds
– Considerations for Using a Single Charity Fund

Mark Brinser and Lee Shertzer begin the Ask An Advisor Series by answering an important question: “What else is there besides stocks and bonds?”
Learn about:
– Alternate Investment Options
– Characteristics of Alternative Investments
– Benefits and Drawbacks

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