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Life-Wealth Planning
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Why Trinity?
Who We Serve
Resources
Market Commentary
Blog
Quick Guides
Contact Us
About Us
About Us
Our Values
Our Team
What We Do
What We Do
Life-Wealth Planning
Investment Management
Charitable Giving
Why Trinity?
Who We Serve
Resources
Market Commentary
Blog
Quick Guides
Contact Us
Category: Charitable Planning
10 Jun 2024
Charitable Planning
Three Ways To Maximize Your Charitable Donations
Charitable donations are a way to benefit your community and put your beliefs and values into practice. They can also be a way of working...
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20 May 2024
Charitable Planning
The Power of Purposeful Giving
Your financial life should be aligned with your goals and values to have the most impact on what matters most to you. Often, folks concerned...
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22 Jan 2024
Charitable Planning
Want to Use Your Wealth to Make a Difference? First, Define Your Personal Mission and Vision
Those who’ve been blessed with wealth want to make a difference, but too often busy lives and careers leave them making last-minute, tax-driven donations at...
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