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Donor-Advised Fund

7 September 2022

Inherited IRAs, Highly-Appreciated Stock, Interest Rate Hikes & IRS Audits

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9 August 2022

Bequests, Legislative Updates & Gifts of Farmland

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6 July 2022

Tax Strategies for Younger Clients, the Community Foundation Edge & QCD Enhancements

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13 June 2022

Retirement Plan FAQs, Playbook for DAFs & Giving as a Wealth Strategy

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10 May 2022

QCDs, NIMCRUTS & Social Consciousness for Today’s Advisors

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3 March 2022

What to Know About Donor-Advised Funds in 2022: Rules, Tax Deductions, Comparisons and More

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28 June 2021

Is a Qualified Charitable Distribution (QCD) Right for my Client?

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15 April 2021

Channeling Grief into Positive Change

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