Book a demo.
See for yourself how our tools can bring the power of planning to you.
Keynote Panel at the International Association of Advisors in Philanthropy
On November 14th at 1:30pm PT, AiP President Rick Peck interviewed Nick Palahnuk with Jennifer Lehman of the American College of Financial Services and Craig Buchanan of CapShift in a keynote panel on tooling up for the great wealth transfer.
In San Jose, November 13-15th, the International Association of Advisors in Philanthropy (AiP) hosted their 2024 philanthropy conference, The Great Wealth Transfer: All Bets Are Off.