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Stories tagged with 'Professional Advisors'

• Resources Advising the Charitable Millionaire Next Door

  *This article includes external informational links and is provided for informational purposes only. It is not intended as legal, accounting, or financial planning advice.With so many of your charitably inclined clients holding large sums of...

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• Resources “Shell funds” and other handy tools for charitable clients planning ahead

  Getting a jump on a future “to do” list is always such a good feeling. The team at the Community Foundation can help you with your clients’ long-term charitable giving plans by putting in place...

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