A graduate of Purdue University with a degree in Financial Counseling and Planning, Kevin McGrath has unique knowledge of the financial and philanthropic industries. For almost 30 years, he’s designed and implemented comprehensive charitable planning solutions to fit the ever-changing needs of wealth firms, advisors, and nonprofits. As a regular presenter for broker-dealers, conferences, and continuing education events for financial professionals, Kevin has received high marks for his ability to uncomplicate complex information to all audiences.
When people think of family legacies, names like Carnegie, Ford, and Rockefeller spring to mind. These families were pioneers in business and innovation at the… Read More »Establish a charitable legacy with a private family donor-advised fund
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