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Bunching Charitable Gifts, Year-End, and Getting Ahead
阅读更多：Bunching Charitable Gifts, Year-End, and Getting AheadBunching is not the only technique to be aware of well …
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Building Your Brand: Moving From Charitable Transactions to Charitable Strategy
阅读更多：Building Your Brand: Moving From Charitable Transactions to Charitable StrategyBy working with the Foundation, you can leverage our no…
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Highs and Lows: Reminding Clients About Stock Gifts
阅读更多：Highs and Lows: Reminding Clients About Stock GiftsOur team works with gifts of appreciated securities eve…
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私人家族基金会的替代方案
阅读更多：私人家族基金会的替代方案捐赠者建议基金和其他慈善工具是家庭应考虑的明智选择。
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Worth a Read
阅读更多：Worth a ReadKeeping up with the latest charitable planning trends c…
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Business Succession Planning: Four Questions and One Word of Caution
阅读更多：Business Succession Planning: Four Questions and One Word of CautionAs business owners prepare for succession, early charit…
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Backdrop Required: Informing Your Work With Charitable Clients
阅读更多：Backdrop Required: Informing Your Work With Charitable ClientsAs philanthropy evolves, advisors who stay ahead of tre…
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IPOs and Charitable Clients: Three Scenarios for Impact
阅读更多：IPOs and Charitable Clients: Three Scenarios for ImpactWhen IPOs create new wealth, early charitable planning …
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Split-interest Charitable Gifts: CGAs and CRTs
阅读更多：Split-interest Charitable Gifts: CGAs and CRTsAdvisors are revisiting charitable gift annuities and c…
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Good News Keeps Coming: Retirement Plans and Charitable Giving
阅读更多：Good News Keeps Coming: Retirement Plans and Charitable GivingQCDs allow eligible clients to donate directly from an …
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Wake Up Call: OBBA Changes and Client Conversations
阅读更多：Wake Up Call: OBBA Changes and Client ConversationsWhile advisors may already be deeply familiar with the …
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Rare But Useful: Planning With Charitable Lead Trusts
阅读更多：Rare But Useful: Planning With Charitable Lead TrustsA recent IRS ruling is drawing fresh attention to chari…
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Calling It Splits: What Happens to Charitable Assets in a Divorce?
阅读更多：Calling It Splits: What Happens to Charitable Assets in a Divorce?Charitable giving during divorce can create unintended …
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Case Study: Charitable Giving in a Down Market
阅读更多：Case Study: Charitable Giving in a Down MarketEven in uncertain markets, strategies like appreciated …
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Transferring a Private Foundation? Remind Clients to Communicate
阅读更多：Transferring a Private Foundation? Remind Clients to CommunicateA Donor Advised Fund can simplify private foundation gi…