Donor-Advised Fund

6 February 2024

Gearing Up for Tax Time, Charitable Gift Annuities & a Love for Local

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9 January 2024

Spotting Client Opportunities, Unrestricted Giving & Tax Trends to Watch

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12 October 2023

What’s Deductible, Donor-Advised Fund Options & Serving Female Clients

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11 September 2023

Smart Disaster Giving, Appreciated Stock & Business Sales

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9 August 2023

Multi-Generational Philanthropy, Motivating Clients through Philanthropy & DAFs

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7 July 2023

AI & Philanthropy, Catch-Up Contributions & QCDs

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12 June 2023

DAFs for Clients, Giving Stock or Cash in 2023 & Navigating Multi-Generational Family Philanthropy

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30 May 2023

Finding Solidarity in Giving with SDF

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3 May 2023

Retirement Plan “Trifecta”, IRS’ Bigger Budget & Client Philanthropy

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