Donor-Advised Funds - A Primer with Colby Bircher

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What’s Next?

Parcion Private Wealth

16 episodes

7 months ago

What's Next? explores how business owners and their families can optimize a business sale or other wealth event to strategically plan for their futures. Join Terry Cook, CFP®, CIMA®, founder of Parcion Private Wealth in Bellevue, Washington, as he interviews experts from across the financial services industry to help listeners determine what's next.

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Hosted on Acast. See acast.com/privacy for more information.

Entrepreneurship

Business

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Donor-Advised Funds - A Primer with Colby Bircher

What’s Next?

34 minutes 31 seconds

3 years ago

Donor-Advised Funds - A Primer with Colby Bircher

Join Terry Cook and Colby Bircher, vice president of charitable planning at Fidelity Charitable, as they discuss how donor-advised funds can be used as a tool for impactful philanthropic planning and the advantages of this form of charitable investing. More resources at www.parcionpw.com and www.fidelitycharitable.org.

Hosted on Acast. See acast.com/privacy for more information.