Charitable planning fundamentals
What is charitable planning and how can you incorporate it into your practice? Learn more in this seminar presentation for financial professionals.
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Our monthly e-newsletter, Charitable Insights, explores concepts and resources to support your work in incorporating generosity planning into your practice. Subscribe to our free e-newsletter by filling out the form below. You will receive an email confirmation of your enrollment.
How to pivot to charitable conversations
June 2021 issue
Learn how Nancy identifies natural pivots to charitable planning during discussions on retirement, investments, risk management, what-if questions and more.