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Help your clients retire smarter by leveraging their net unrealized appreciation with their donor advised fund.
MOREWe’re here to help you and your client meet your year-end goals.
MOREHere are four ways DAFs can streamline estate planning for financial advisors.
MORECreate a charitable legacy by donating a gift of life insurance.
MORELegacy letters provide a peek at the past and a direction for the future.
MOREHelp your clients build their charitable legacy with donations of life insurance.
MORELearn why attorney Abby Leach Schumaker partners with the Saint Paul & Minnesota Foundation to help her clients fulfill their giving goals.
MOREHere are a few tips to help you talk to your clients about charitable giving.
MOREDid you know that donating stock can grow your charitable impact and support your favorite nonprofit organizations?
MOREHere are five unique benefits of working with a community foundation to reach your charitable giving goals.
MORESix questions to ask when helping your client choose a charitable gift annuity or charitable remainder trust.
MOREConsidering a business transition? Here’s why you should consider making charitable giving part of any business exit plan.
MOREDonating a non-cash asset is often more financially beneficial to both your client and the nonprofit they support. The tax benefits can be higher and the non-cash assets are often more valuable.
MORELearn how stock options, executive pay and other compensation could be part of your clients’ giving plan with our quick reference guide to donating executive compensation.
MORESee what five factors to consider when choosing a DAF provider as well as how their services compare.
MORELearn how bunching can be beneficial to achieving your clients’ giving and tax goals.
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