Charitable giving in clients’ financial plans, firms’ business plans
Financial Planning

Charitable giving in clients’ financial plans, firms’ business plans

2023-08-11

Financial Planner Thomas Pontius of Kayne Anderson Rudnick joins the FP Podcast to discuss what makes charitable giving attractive to clients, and the business benefits that double as food for the soul.

Comments (3)

More Episodes

All Episodes>>

Get this podcast on your phone, Free

Create Your Podcast In Minutes

  • Full-featured podcast site
  • Unlimited storage and bandwidth
  • Comprehensive podcast stats
  • Distribute to Apple Podcasts, Spotify, and more
  • Make money with your podcast
Get Started
It is Free