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Create Your Succession Plan
Determining what to give to charity at year-end
A checklist to help you increase impact and reduce taxes.
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Determining What to Give at Year-End
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CLIENT EDUCATION RESOURCES
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12 Tax-Smart Giving Strategies
Benefits of Donating Non-Cash Assets
Bunching Charitable Contributions
Qualified Charitable Distributions (QCDs) – What You Need to Know
Exploring Charities
Succession and Legacy Planning
The Giving Guide
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February 7, 2022
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