Donor-Advised Funds

13 March 2023

Disaster Philanthropy, QCD Reminders and Giving a Business to Charity

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6 February 2023

Helping Clients Get Organized, Infusing Philanthropy into Conversations and 3 Tax Tips for 2023

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9 January 2023

New Laws for QCDs, Changes for CGAs and Smart Charitable Strategies for 2023

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5 December 2022

AMPlifying Giving Season, Donor-Advised Funds and QCDs

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23 November 2022

Community Foundations and the Power of Philanthropy

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1 November 2022

Giving Season for Clients, Handy Tools in a Bear Market & GivingTuesday

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26 October 2022

6 Ways to Maximize Your Charitable Giving Deductions Before 2022 Ends

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10 October 2022

Charitable Giving in a Bear Market, Hurricane Relief & Nonprofit Sector Insights

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