Four tax-smart giving strategies
Help your clients make the most of their year-end charitable gifts. Despite a volatile market and soaring inflation, donors are committed to supporting the causes… Read More »Four tax-smart giving strategies
Preparing for Giving Season? Help clients lock in tax savings now by funding a DAF before year-end – and deciding on charities later.
Help your clients make the most of their year-end charitable gifts. Despite a volatile market and soaring inflation, donors are committed to supporting the causes… Read More »Four tax-smart giving strategies
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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