Planned Giving

25 April 2024

Establishing a Legacy: Jill G. Hall’s Story

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5 March 2024

Understanding Legacy Giving in 2024: Planned Giving Basics, Gift Types, Benefits and More

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2 November 2023

On Día de Muertos, Local Philanthropist Jay Kahn is Honored by the Foundation He Endowed

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12 October 2023

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

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9 August 2023

Multi-Generational Philanthropy, Motivating Clients through Philanthropy & DAFs

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3 May 2023

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

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21 February 2020

Four Basic Steps to Start Building Your Estate Plan

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29 August 2019

Raymond Chavez & Rupert Keesler: A Legacy of Love & Humility

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5 July 2019

What You Should Know About Discretionary Planned Giving

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12 March 2019

Exploring Charitable Strategies with San Diego Estate Planners

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