Jordan Richardson
Charitable Strategist
Jordan Richardson helps financial advisors identify, communicate, and implement charitable planning opportunities using donor-advised funds and other vehicles.
AIF®, CAP®
Book a Meeting with Me
Serving Financial Advisors and their Clients in the Central Territory
Book a meeting with me as your DAF expert to help you:
- Identify charitable opportunities in your book
- Help clients connect wealth to purpose
- Join client meetings as your philanthropy partner
- Make giving conversations simple and natural
- Serve as your expert on DAFs
- And more!
