Impact Stories

Professional Advisors

3 Year-End Charitable Tools for Professional Advisors

November 18, 2019
Josiah DayAnd just like that, the end of 2019 is upon us. As a professional advisor, you play a vital role in the lives of your clients and their families. But we understand there are a myriad of challenges that arise with your clients’ financial planning during this time of year -- and executing their charitable giving desires is no exception. It would be our privilege to support your efforts to maximize the philanthropic opportunities for you and your clients in the midst of these challenges.

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