news for professional advisorsPlaybook: Helping clients organize their giving through a donor-advised fund Your clients will arrive in 15 minutes. You’re reviewing the file….
New Interest in Giving Through a Will or Trust
There is a renewed interest in planned gifts or estate plans. It may be that the seriousness of the pandemic has generous people thinking about the role charity will play in their legacies.
Have a Plan.
Gift planning allows generous people to make their most powerful and transformative gifts to causes they care about most.