Kaycee Butler
Charitable Strategist
Kaycee Butler helps advisors see how donor-advised funds can meet diverse client priorities, by providing education, tailored strategies, and resources that simplify integration into financial plans.
Licenses: Series 7, 66
Book a Meeting with Me
Serving Financial Advisors and their Clients in the South 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!
