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Strategic Giving: Turning Philanthropy into a Planning Advantage

This session, led by Advanced Planning expert Heather Zack, JD, LLM, MSFP, CAP® equips advisors…

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Tax-Smart Charitable Giving After the OBBBA: What Advisors Need to Know

Charitable planning is often approached as a tax conversation: How much can the client deduct?…

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Partnering with Advisors & Clients in Values-Driven Philanthropy

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Tom Dickson

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