Many of your clients are involved with corporate giving in some way that offer programs for community involvement and charitable giving.
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This is the time of year when the days are busy for both advisors and clients. Use this quick checklist to make sure you know these timely suggestions.
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If you’re planning on making end-of-year charitable donations, there are a few questions to ask yourself.
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HCF works with you and other advisors to help charities facilitate gifts of assets.
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Charitable giving patterns are actually an important window into helping a client make planning decisions around their philanthropic intentions. With a fund at
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