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Last Reviewed: May 14, 2024

Planned Giving
Professional Advisor Network
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Donor Advised Fund Resources
Creating Legacy and Maximizing Impact with Tangible Assets
Donor Advised Funds vs Private Foundations Everything Donors Need to Know to Give Smarter
Essential Decisions: Choosing the Right Trustee
Exiting the Business in a Meaningful Way
Securing the Future: Financial Planning Before Widowhood
Five Ways to Gift Beyond Cash
Highlights of Heckerling: Charitable Estate Planning
How to Reduce the Surprise Factor in Retirement Planning
Impact of COVID19 on Estate Planning
Join the American Heart Association Professional Advisor Network Today
Less House, More Purpose: Downsizing and Its Impact on Estate Planning
New Year, New Estate Plan: 5 Strategies for Helping Your Clients Update Their Estate Plans in 2024
Highlights From the Notre Dame Tax & Estate Planning Institute
Regaining the IRA Stretch
Strategic Charitable Gifting: 5 Ways to Amplify Impact Through Tax Planning
Theres No Better Time to Make a Charitable Gift to a Donor Advised Fund
AHA New York Trust & Estates Conference
Using a Charitable Gift Annuity in a Client’s Financial Plan
What is the Meaning of Life? Going Beyond the Numbers to Discuss Client Legacy
Why Donor-Advised Funds Continue to Gain Momentum
Estate Settlement

Planned Giving
Professional Advisor Network
Submit Your Article
Donor Advised Fund Resources
Creating Legacy and Maximizing Impact with Tangible Assets
Donor Advised Funds vs Private Foundations Everything Donors Need to Know to Give Smarter
Essential Decisions: Choosing the Right Trustee
Exiting the Business in a Meaningful Way
Securing the Future: Financial Planning Before Widowhood
Five Ways to Gift Beyond Cash
Highlights of Heckerling: Charitable Estate Planning
How to Reduce the Surprise Factor in Retirement Planning
Impact of COVID19 on Estate Planning
Join the American Heart Association Professional Advisor Network Today
Less House, More Purpose: Downsizing and Its Impact on Estate Planning
New Year, New Estate Plan: 5 Strategies for Helping Your Clients Update Their Estate Plans in 2024
Highlights From the Notre Dame Tax & Estate Planning Institute
Regaining the IRA Stretch
Strategic Charitable Gifting: 5 Ways to Amplify Impact Through Tax Planning
Theres No Better Time to Make a Charitable Gift to a Donor Advised Fund
AHA New York Trust & Estates Conference
Using a Charitable Gift Annuity in a Client’s Financial Plan
What is the Meaning of Life? Going Beyond the Numbers to Discuss Client Legacy
Why Donor-Advised Funds Continue to Gain Momentum
Estate Settlement

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