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S1, E5: The power of cross-collaboration for financial advisors
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This is the last of five episodes in the first Philanthropic Insights series. This series offers advisors an intro to planned giving and dives into how to leverage donor-advised funds for long-term impact.
In our fifth episode, Kim Ledger and planned giving expert Kyle Christopherson, MBA, CFP, head of Strategic Growth Services at Ren talk about how and why financial advisors can collaborate with other professional advisors to make a powerful charitable planning team for their clients.
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Until next time, keep giving wisely.
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