Professional Advisors

Charitable Gift Planning

Charitable Gift Planning

Charitable Gift Planning

Is your client thinking about making a charitable gift?  With smart planning you can help them make a gift that will benefit the causes they care about for years to come.

Click here for everything you need to know about charitable gift planning including:

  • The latest financial news
  • A gift calculator to calculate the tax benefits of various charitable giving vehicles
  • Case studies from a variety of donors
  • New about what's going on in Washington regarding tax laws

News & Events

May 09, 2012
Professional Advisors' Series
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