Charitable Strategies for Professional Advisors Archives

Charitable Strategies for Professional Advisors
August – Are Charitable Gift Annuities Right for Your Clients?

2018 Planned Giving News
July – Giving $ense with Joe Carter
June – Raising the Bar to Maximize Clients’ Gifts
May – Help Your Clients Leave a Lasting Legacy
April – Giving Vehicles to Fulfill Clients’ Philanthropic Goals
March – Giving Strategies to Help Your Clients Make the Most of the New Tax Law
February – Charitable Funds Make Impact in Both Life and Death
January – How Can You Help Your Clients Give Back This Year?

Subscribe to Charitable Strategies for Professional Advisors