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Individuals, like your HNW clients, are stepping up to support their favorite charities’ vital services. And, as an advisor, you play a trusted, managerial role in guiding their charitable giving strategy to maximize their donations. Greater Horizons puts real numbers behind tax strategies you can use to help your clients give more in 2020.
Download "5 Tax-Efficient Giving Strategies to Maximize Your HNW Clients’ Charitable Giving"
