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Topics and resources to help guide your clients’ charitable giving.

Jan 27, 2025
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1 Min Read
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Learn How Clients Can Donate Unneeded Life InsuranceLearn How Clients Can Donate Unneeded Life Insurance
Jan 23, 2025
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How Can Your Clients Have More To Give to Charity?How Can Your Clients Have More To Give to Charity?
Jan 23, 2025
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Philanthropy
Philanthropy vs. CharityPhilanthropy vs. Charity
byRandy A. Fox
Jan 15, 2025
5 Min Read
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High Net Worth
IRS Approves Modifications of Charitable Remainder UnitrustIRS Approves Modifications of Charitable Remainder Unitrust
byMarc T. Finer
Dec 11, 2024
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Philanthropy
Unlocking the Power of Complex Assets and Legacy Gifts in PhilanthropyUnlocking the Power of Complex Assets and Legacy Gifts in Philanthropy
bySara Barba, Ron Ransom
Nov 6, 2024
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