Philanthropic planning is often an excellent way to involve the next generation. Bringing family members to the table increases the likelihood of keeping next-gen family members as clients. As you offer advice to your clients, learn how our most popular giving vehicle offers flexibility and benefits for your clients and their family members.
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See the February 2022 issue of The Advisor Resource, our eNews for attorneys, accountants and financial advisors.
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See the August 2021 issue of The Advisor Resource, our eNews for attorneys, accountants and financial advisors.
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The recent sale of Raven Industries is a good reminder why donating appreciated stocks makes great sense.
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See the April 2021 issue of The Advisor Resource, our eNews for attorneys, accountants and financial advisors.
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