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Six Questions to Ask About a Charity
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How to help your clients invest their philanthropic dollars in a charity that will last.
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January is the new December for charitable contributions
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Qualified charitable contributions can help offset the tax bill from required minimum distributions — but only with the right timing
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Outline - IYE - Charitable Opportunities - Lindsey Jacobs - Spring 2023
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“Charitable Opportunities” Presentation by Lindsey Jacobs for the Spring 2023 workshop series
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Outline: IYE - Charitable Opportunities - Don Vivrette - Spring 2023
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“Charitable Giving” Presentation by Don Vivrette for the Fall 2022 workshop series
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Outline: IYE - Charitable Opportunities Investing - David B. Moore - Spring 2022
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“Charitable Opportunities” Presentation by David B. Moore for the Spring 2022 workshop series
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Donor Advised Funds 101
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The fastest-growing tool in the philanthropic arena is the donor advised fund.
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$84 trillion wealth transfer coming, advisers should be licking their chops
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Cerulli research shows mountains of wealth will be looking for a home over the next 20 years.
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The Best Way to Gift in 2022
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Noncash giving is the way to go.
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What Should I Do With My Big Fat Inheritance
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How much money is it ethical to keep, and how much would it be ethical to give away?
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Outline - IYE Week 5 - Charitable Income & Tax Planning - Don Vivrette - Fall 2021
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“Charitable Giving” Presentation by Don Vivrette for the fall 2021 workshop series
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