With a B.A. in Finance from Anderson University, an MBA from Butler University, and a CFP® professional, Kyle has over 20 years of experience in every aspect of creating and administrating various charitable gift instruments. He’s developed thousands of charitable planning strategies and has handled compliance issues, accounting questions, tax return audits, and the review of proposed investments for charitable gifts. Kyle now runs a team that supports the growth and success of philanthropic programs. He is a frequent presenter at national and regional conferences to educate financial professionals and planned giving officers on how to create effective charitable planning strategies.
In the ever-evolving world of financial planning, staying ahead of the curve is crucial. As a financial advisor, one of the most effective ways to… Read More »Donor-advised funds (DAFs): Financial advisors’ competitive edge
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