Episode 17 – Philanthropic Planning

Guest: Dr. Thomas Dieters, President of Charitable Gift America

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest Dr. Thomas Dieters – President of Charitable Gift America (CGA) – for a detailed discussion on philanthropic planning, including the complexities and challenges people face, and how CGA’s services and partnership with Bridgeford Trust Company has simplified this elite level of planning.

Delivering Direction and Control Podcast

Bridgeford Trust Company’s Podcast Series was developed to educate, challenge, and inspire listeners.

As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful planning opportunities available to advisors around the country and the world – all in an effort to deliver far more direction and control to clients and their advisors than ever before.

Click here to explore more episodes or listen on Apple Podcasts, iHeartRadio, Spotify, and SoundCloud. You can also subscribe to our blog to receive notifications when new episodes are added.

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Episode 16 – Discussion with the Society of Trust and Estate Practitioners... Episode 19 – A Conversation with Jeana Goosmann, The CEO’s Attorney
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