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Tag Archives: Charitable Giving

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11 Feb

Financial Planning

Charitable Giving Planning Options

March 22, 2022
By Christopher Walsh, CFP®

Methods Benefits Other Considerations Direct Gift Simple Charity can put gifts to work immediately Another alternative: a gi...

26 Nov

Financial Planning

Charitable Gifting Strategies for the Season of Giving

March 22, 2022
By Alexander Greer, CFP®

For many, the holidays are a time for giving back—whether by donating to a favorite charity or helping out a family member. Before you make a donation...

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Tag Archives: Charitable Giving

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