Successful Generations

Bob Roth and his wife Marcy are business owners and philanthropists. The couple have a donor-advised fund with their local community foundation. In this episode, Bob shares why he likes this philanthropic tool and why donors might choose to establish a donor-advised fund over a private foundation. He also provides some great points to consider if you're thinking about starting a fund. Get the show notes at https://successfulgenerations.com/episode045/.