Reese Veltenaar Speaks to Young Advisors at the Community Foundation of Greater Chattanooga

Acumen’s Reese Veltenaar recently spoke to young advisors at the Community Foundation of Greater Chattanooga, using a case study on a pre-sale gift of private stock to a Community Foundation Donor Advised Fund. Reese emphasized how important it is for advisors to understand and support the generosity of donors, not only for effective financial planning but also for building more meaningful relationships with clients.