Charitable Giving and You (Part 1)

In this podcast, host Hank Smith, Director and Head of Investment Strategy at The Haverford Trust Company, speaks with Rebecca Moffett, President of Vanguard Charitable, about best practices for donors supporting a nonprofit. The episode provides insight on restricted versus unrestricted gifts, planned giving, donor relationships, and explores the benefits and differences of donor-advised funds (DAFs), community foundations, and private foundations. They also discuss how individuals can ensure that their charitable giving has the greatest impact, trends in charitable giving, and advancements in technology in the charitable giving space. This is the first part of a two-part series on charitable giving.
 
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What is Speaking of Quality?

The Haverford Trust Company and Hank Smith, Director and Head of Investment Strategy, are nationally recognized investment managers committed to informing and inspiring people to build better financial futures for themselves and their families. In his chats, guests ranging from leaders and educators to entrepreneurs and public figures share stories from their careers and insights on topics that impact financial wellness.