Are you curious about private foundations and how they might benefit your clients? Join our webinar
to hear from Gillian Howell, Head of Client Advisory Solutions at Foundation Source, and Alvina H. Lo, Chief Wealth Strategist & Executive Vice President at Wilmington Trust. They will dive into the basics of private foundations and the requirements for creating and maintaining them. They’ll also answer your pre-submitted questions on private foundations and Donor Advisor Funds (DAFs).
Archived versions of webinars from Trust & Estates are available
for viewing On Demand shortly after broadcast. Register todayand you will
receive an email with login instructions as soon as the replay is available.
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