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Professional Advisor Newsletter
Latest Donor-Advised Fund News
April 09, 2024
Professional Advisor Newsletter
Fund Types Tailored to your Client’s Charitable Goals
March 07, 2024
Professional Advisor Support
Tax Trends to Watch: Five Developments Impacting Charitable Giving
January 12, 2024
Professional Advisor Support
Leadership Giving and Why it Matters to your Clients
January 09, 2024
Professional Advisor Support
Numbers to Know in 2024
January 03, 2024
Professional Advisor Newsletter
What’s deductible and what’s not?
October 18, 2023
Professional Advisor Newsletter
Moving a commercial donor-advised fund to the Community Foundation
October 10, 2023
Professional Advisor Newsletter
The Power of Appreciated Stock
September 07, 2023
Professional Advisor Newsletter
Smart disaster giving can offer predictability to the unpredictable
September 06, 2023
Professional Advisor Newsletter
How “catch-up” contributions can boost clients’ giving
August 31, 2023
Professional Advisor Support
Legacy Giving: A conversation that’s full of opportunity
August 01, 2023
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