Smart Philanthropy: A Tale of Three Donors

June 13, 2024|,
Charitable giving is one of the most meaningful ways you can have an impact. This webinar dives into three case studies of charitable giving strategies to maximize an individual's charitable inclinations while considering financial needs and optimizing tax benefits.
Learn more about:
    • Donor Advised Funds
    • Charitable Remainder Trusts
    • Private Foundations

Watch the recording below!

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