I spoke on a panel for The United Way of Miami’s Professional Advisor Committee around the pros and cons of Donor Advised Funds (DAFs) versus Charitable Foundations. Please enjoy the recording of the panel discussion, which was moderated by Monica Fernandez, Director of tax Services at Cherry Bekaert 

Panellists included:

  • Ethan Burke, Southeast Regional Director – National Philanthropic Trust (NPT)
  • Samy Dwek, CEO – The Family Office Doctor & White Knight Consulting