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2024

17 Posts from the Advisor's Blog Archive

Dec 4, 2024

Home Is Where The Heart Is: Moving A Donor-Advised Fund

Dec 4, 2024

What’s Unfolding: How To Address Potential Tax Law Changes

Nov 11, 2024

Three insights worth a quick peek

Oct 1, 2024

Always top of mind: The donor-advised fund’s broad appeal

Aug 8, 2024

Gifts Of Real Estate: Watch Every Step

Aug 2, 2024

Less Can Be More: Charitable Giving Helps Parents Pass Wealth To Children

Jun 5, 2024

Legal Developments: We're Watching!

Jun 5, 2024

Advising The Charitable Millionaire Next Door

Jun 5, 2024

Tax Credits STILL Available. Act Now!

May 2, 2024

Spotting Opportunity: Commercial Fund vs. Community Foundation

Apr 2, 2024

Placeholder Funds for Charitable Clients Who Are Planning Ahead

Mar 11, 2024

Unrestricted giving, the trust factor, and why it matters to your clients