
March 4, 2021
Beyond the tax deductions: Selecting a vehicle to celebrate and support a family’s culture of philanthropy
For many donors, the importance of a multi-generational family philanthropy plan is high on the radar, especially in the wake of 2020’s eye-opening events highlighting the importance of rallying around important social and community priorities. How do you know when a client’s family is a strong candidate for more formal philanthropic planning, beyond simply budgeting […]
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